Fidelity® Stock Selector Small Cap (FDSCX)
26.43
-0.41 (-1.53%)
USD |
Jun 28 2022
Returns Chart
Key Stats
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Expense Ratio | Total Assets Under Management | Dividend Yield | Turnover Ratio |
---|---|---|---|
0.90% | 2.006B | 0.22% | 59.00% |
1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized All Time Total Returns (Daily) | Max Drawdown (All) |
125.67M | -17.25% | Upgrade | Upgrade |
Basic Info
Investment Strategy | |
The investment seeks capital appreciation. The fund invests primarily in common stocks. It invests at least 80% of assets in stocks 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). The adviser allocates its assets across different market sectors (at present, communication services, consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology, materials, real estate, and utilities), using different Fidelity managers. |
General | |
Security Type | Mutual Fund |
Oldest Share Symbol | FDSCX |
Equity Style | Small Cap/Blend |
Fixed Income Style | -- |
Broad Asset Class | US Equity |
Broad Category | Equity |
Category Name | Small Blend |
Category Index | Russell 2000 TR USD |
Prospectus Objective | Small Company |
Fund Owner Firm Name | Fidelity Investments |
Prospectus Benchmark Index | |
Russell 2000 TR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
Patrick Venanzi | 12.56 yrs |
Shadman Riaz | 12.56 yrs |
Morgen Peck | 11.23 yrs |
Eirene Kontopoulos | 10.17 yrs |
Jennifer Cardillo | 0.54 yrs |
Net Fund Flows Versus Category
1 Month
% Rank:
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Category Low
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Category High
1 Year
% Rank:
13
125.67M
-1.980B
Category Low
2.224B
Category High
3 Months
% Rank:
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Category Low
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Category High
3 Years
% Rank:
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Category Low
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6 Months
% Rank:
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Category Low
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Category High
5 Years
% Rank:
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Category Low
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Category High
YTD
% Rank:
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Category Low
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10 Years
% Rank:
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Category Low
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As of May 31, 2022
Performance Versus Category
As of June 28, 2022. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of June 28, 2022.
Asset Allocation
Top 10 Holdings
Name | % Weight | Price | % Change |
---|---|---|---|
Antero Resources Corp | 1.60% | 33.51 | -3.96% |
Atkore Inc | 1.38% | 82.13 | -2.72% |
ExlService Holdings Inc | 1.35% | 147.26 | 1.29% |
BJ's Wholesale Club Holdings Inc | 1.35% | 63.30 | -0.50% |
Terreno Realty Corp | 1.31% | 56.72 | -1.36% |
Denbury Inc Ordinary Shares - New | 1.26% | 62.01 | -4.61% |
Commercial Metals Co | 1.26% | 33.74 | -4.28% |
Perficient Inc | 1.12% | 89.80 | -1.32% |
LXP Industrial Trust | 1.11% | 10.65 | -1.93% |
ASGN Inc | 1.07% | 87.53 | 0.41% |
Basic Info
Investment Strategy | |
The investment seeks capital appreciation. The fund invests primarily in common stocks. It invests at least 80% of assets in stocks 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). The adviser allocates its assets across different market sectors (at present, communication services, consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology, materials, real estate, and utilities), using different Fidelity managers. |
General | |
Security Type | Mutual Fund |
Oldest Share Symbol | FDSCX |
Equity Style | Small Cap/Blend |
Fixed Income Style | -- |
Broad Asset Class | US Equity |
Broad Category | Equity |
Category Name | Small Blend |
Category Index | Russell 2000 TR USD |
Prospectus Objective | Small Company |
Fund Owner Firm Name | Fidelity Investments |
Prospectus Benchmark Index | |
Russell 2000 TR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
Patrick Venanzi | 12.56 yrs |
Shadman Riaz | 12.56 yrs |
Morgen Peck | 11.23 yrs |
Eirene Kontopoulos | 10.17 yrs |
Jennifer Cardillo | 0.54 yrs |
Fundamentals
General | |
Distribution Yield | Upgrade |
Dividend Yield TTM (6-28-22) | 0.22% |
30-Day SEC Yield | -- |
7-Day SEC Yield | -- |
Number of Holdings | Upgrade |
Stock | |
Weighted Average PE Ratio | 14.95 |
Weighted Average Price to Sales Ratio | Upgrade |
Weighted Average Price to Book Ratio | Upgrade |
Weighted Median ROE | Upgrade |
Weighted Median ROA | Upgrade |
Forecasted Dividend Yield | Upgrade |
Forecasted PE Ratio | Upgrade |
Forecasted Price to Sales Ratio | Upgrade |
Forecasted Price to Book Ratio | Upgrade |
As of March 31, 2022
Growth Estimates
Fund Details
Key Dates | |
Inception Date | 6/28/1993 |
Last Annual Report Date | 10/31/2021 |
Last Prospectus Date | 12/30/2021 |
Share Classes | |
FCDAX | A |
FCDCX | C |
FCDIX | Inst |
FCDTX | M |
FSSZX | Inst |
Attributes | |
Enhanced Index Fund | No |
Index Fund | No |
Inverse Fund | No |
Leveraged Fund | No |
Fund of Funds | No |
Currency Hedged Fund | No |
Synthetic Replication Fund | No |
Has Dividend Investment Plan | No |
Socially Responsible Fund | No |