Fidelity Small Cap Discovery
(FSCRX)
+0.04
+0.14%
| Symbol | Value ($) |
|---|---|
| Morningstar Rating | |
| Previous Close | 28.35 |
| Category | Small Blend |
| Net Assets | 5.66 Bil |
| Yield | 0.80% |
| Morningstar Risk | Above Average |
| Morningstar Return | High |
- Last NAV update 5/23/2013 4:00 PM ET
| NA |
|---|
| The investment seeks long-term growth of capital. The fund normally invests at least 80% of assets in securities of companies with small market capitalizations (which, for purposes of this fund, are those companies with market capitalizations similar to companies in the Russell 2000® Index or the S&P SmallCap 600® Index). It invests in domestic and foreign issuers. The fund invests in either "growth" stocks or "value" stocks or both. It uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments. |
| 2009 | 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|---|
| Return | 50.69% | 32.38% | 0.36% | 24.03% | 17.95% |
| Value ($) | 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
| Symbol | Value ($) |
|---|---|
| Fund Family | Fidelity Investments |
| Fund Manager | Charles Myers |
| Tenure (Years) | 7 |
| Fund Status | Open |
| Minimum Initial Purchase | 2,500.00 |
| Minimum IRA Investment | 500.00 |
| Front Load | 0.00 |
| Expense Ratio | 1.07% |
| Symbol | Value ($) |
|---|---|
| 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
| 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 |
| Symbol | Value ($) |
|---|---|
| Stocks | 97.94% |
| Cash | 1.86% |
| Fixed Income | 0.00% |
| Other | 0.20% |
| NAME | % NET ASSETS |
|---|---|
| TCF Financial Corporation | 2.82% |
| Superior Energy Services Inc | 2.75% |
| Tech Data Corporation | 2.65% |
| Berry Petroleum Co | 2.60% |
| Geo Group, Inc. | 2.41% |
| Ingram Micro, Inc. | 2.28% |
| Hanesbrands Inc | 2.25% |
| j2 Global Inc | 2.23% |
| Polycom, Inc. | 2.21% |
| Chemed Corporation | 2.19% |
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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.
