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27.53 Down -0.36 -1.29%
DETAILS
Symbol Value ($)
Morningstar Rating
Previous Close 27.89
Category Small Blend
Net Assets 5.91 Bil
Yield 0.77%
Morningstar Risk Above Average
Morningstar Return High
  • Last NAV update 6/19/2013 11:30 PM ET
INVESTMENT OBJECTIVE
NA
The investment seeks long-term growth of capital. The fund normally invests at least 80% of assets in securities of companies with small market capitalizations (which, for purposes of this fund, are those companies with market capitalizations similar to companies in the Russell 2000® Index or the S&P SmallCap 600® Index). It invests in domestic and foreign issuers. The fund invests in either "growth" stocks or "value" stocks or both. It uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments.
CUMULATIVE PERFORMANCE OF $10,000
  2009 2010 2011 2012 2013
Return 50.69% 32.38% 0.36% 24.03% 18.45%
Value ($) 15,068.78 19,948.49 20,019.70 24,829.45 29,409.63
  • Year to date performance as of 6/19/2013 12:00 AM ET
MANAGEMENT & PURCHASE INFO
Symbol Value ($)
Fund Family Fidelity Investments
Fund Manager Charles Myers
Tenure (Years) 7
Fund Status Closed
Minimum Initial Purchase 2,500.00
Minimum IRA Investment 500.00
Front Load 0.00
Expense Ratio 1.07%
PERFORMANCE
Symbol Value ($)
1 Month -0.70%
3 Months 3.71%
1 Year 37.74%
3 Years* 20.60%
5 Years* 16.59%
  • * Annualized returns
  • Performance as of 6/19/2013 12:00 AM ET
PEER COMPARISON
  FSCRX Small Blend
5-Yr Return 16.59% 6.84%
Sharpe Ratio 1.09 3.10
Net Assets 5.91 Bil 268.09 Mil
Avg Market Cap 1.66 Bil 2.01 Bil
Avg P/E 14.39 17.82
Portfolio Turnover 20 50
HOLDINGS
Symbol Value ($)
Stocks 98.14%
Cash 1.86%
Fixed Income 0.00%
Other 0.00%
DATA PROVIDERS

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Fundamental company data and historical chart data provided by Morningstar Inc. Real-time index quotes and delayed quotes supplied by Morningstar Inc. Quotes delayed by up to 15 minutes, except where indicated otherwise. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by Morningstar Inc.

Financial data in US dollars | Page generated 1:51 AM ET
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