28.39 Up +0.04 +0.14%
DETAILS
Symbol Value ($)
Morningstar Rating
Previous Close 28.35
Category Small Blend
Net Assets 5.66 Bil
Yield 0.80%
Morningstar Risk Above Average
Morningstar Return High
  • Last NAV update 5/23/2013 4:00 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 $10,000
  2009 2010 2011 2012 2013
Return 50.69% 32.38% 0.36% 24.03% 17.95%
Value ($) 15,069.00 19,948.34 20,020.15 24,830.99 29,288.15
  • Year to date performance as of 5/22/2013 8:00 PM ET
MANAGEMENT & PURCHASE INFO
Symbol Value ($)
Fund Family Fidelity Investments
Fund Manager Charles Myers
Tenure (Years) 7
Fund Status Open
Minimum Initial Purchase 2,500.00
Minimum IRA Investment 500.00
Front Load 0.00
Expense Ratio 1.07%
PERFORMANCE
Symbol Value ($)
1 Month 5.23%
3 Months 6.57%
1 Year 39.00%
3 Years* 21.04%
5 Years* 16.13%
  • * Annualized returns
  • Performance as of 5/22/2013 8:00 PM ET
PEER COMPARISON
  FSCRX Small Blend
5-Yr Return 16.13% 6.68%
Sharpe Ratio 0.88 0.63
Net Assets 5.66 Bil 262.43 Mil
Avg Market Cap 1.66 Bil 1.58 Bil
Avg P/E 16.11 15.37
Portfolio Turnover 20 53
HOLDINGS
Symbol Value ($)
Stocks 97.94%
Cash 1.86%
Fixed Income 0.00%
Other 0.20%
DATA PROVIDERS

Copyright © 2013 Microsoft. All rights reserved.

Quotes are real-time for NASDAQ, NYSE and AMEX. See delay times for other exchanges.

Fundamental company data and historical chart data provided by Thomson Reuters (click for restrictions). Real-time quotes provided by BATS Exchange. Real-time index quotes and delayed quotes supplied by Interactive Data Real-Time Services. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations data provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by SIX Financial Information.

Japanese stock price data provided by Nomura Research Institute Ltd.; quotes delayed 20 minutes. Canadian fund data provided by CANNEX Financial Exchanges Ltd.

Financial data in US dollars | Page generated 12:51 PM ET
1-YEAR CHART Full-page chart
RECENT QUOTES
WATCHLIST
You're not signed in
You’re not signed in to MSN Money, so you’re seeing the Watchlist that is tied to your computer. For a more consistent Watchlist experience, sign in to MSN Money. Learn more
SYMBOL
LAST
CHANGE
SHARES
Quotes delayed at least 15 min
Sponsored by:
MARKET UPDATE
[BRIEFING.COM] The S&P 500 is off by 0.3% as the index continues its slow climb off opening lows. The Nasdaq also trades with a loss of 0.3% while the Dow is off by 0.2% as the relative strength of Procter & Gamble (PG 81.77, +3.07) contributes to th ... More
Sponsored by: