Returns Chart

Key Stats

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Expense Ratio Total Assets Under Management Dividend Yield Turnover Ratio
0.00% 4.968B 1.04% 39.00%
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized All Time Total Returns (Daily) Max Drawdown (All)
-467.34M 2.72% Upgrade Upgrade

Basic Info

Investment Strategy
The investment seeks capital appreciation. The fund normally invests primarily in common stocks and 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 and allocates the fund's assets across different market sectors, using different Fidelity managers. The fund invests in either "growth" stocks or "value" stocks or both.
General
Security Type Mutual Fund
Oldest Share Symbol FSOPX
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
Global Category Name US Equity Small Cap
YCharts Categorization US Small Cap
YCharts Benchmark Russell 2000 Total Return (^RUTTR)
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 13.32 yrs
Shadman Riaz 13.32 yrs
Morgen Peck 11.90 yrs
Eirene Kontopoulos 10.84 yrs
Jennifer Cardillo 1.21 yrs

Net Fund Flows Versus Category

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1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
1 Month
% Rank: --
-- Category Low
-- Category High
1 Year
% Rank: 96
-467.34M
-3.465B Category Low
2.561B Category High
3 Months
% Rank: --
-- Category Low
-- Category High
3 Years
% Rank: --
-- Category Low
-- Category High
6 Months
% Rank: --
-- Category Low
-- Category High
5 Years
% Rank: --
-- Category Low
-- Category High
YTD
% Rank: --
-- Category Low
-- Category High
10 Years
% Rank: --
-- Category Low
-- Category High
As of January 31, 2023

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of February 03, 2023. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2016
2017
2018
2019
2020
2021
2022
YTD
15.18%
12.02%
-7.63%
29.91%
17.04%
23.67%
-17.88%
12.00%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
7.86%
15.34%
11.72%
-8.54%
30.44%
21.70%
25.04%
-18.28%
11.77%
24.65%
12.34%
-14.02%
23.14%
2.06%
26.71%
-14.75%
10.83%
19.97%
15.01%
-11.97%
23.86%
12.82%
25.06%
-15.44%
11.62%
21.39%
14.21%
-11.59%
26.02%
15.37%
23.19%
-15.92%
11.25%
As of February 03, 2023.

Fundamentals

General
Distribution Yield Upgrade
Dividend Yield TTM (2-3-23) 1.04%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings Upgrade
Stock
Weighted Average PE Ratio 11.68
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 November 30, 2022

Growth Estimates

Forecasted 5 Yr Earnings Growth Upgrade
Forecasted Book Value Growth Upgrade
Forecasted Cash Flow Growth Upgrade
Forecasted Earnings Growth Upgrade
Forecasted Revenue Growth Upgrade
As of November 30, 2022

Asset Allocation

As of November 30, 2022.
Type % Net % Long % Short
Cash 0.86% Upgrade Upgrade
Stock 98.86% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.28% Upgrade Upgrade

Top 10 Holdings

Name % Weight Price % Change
Denbury Inc Ordinary Shares - New 1.62% 82.65 -0.90%
Commercial Metals Co 1.59% 55.29 -2.26%
ExlService Holdings Inc 1.57% 171.46 -0.31%
Northern Oil & Gas Inc 1.46% 31.57 -1.22%
Academy Sports and Outdoors Inc Ordinary Shares 1.46% 60.74 -2.83%
Atkore Inc 1.44% 143.45 -0.71%
Antero Resources Corp 1.41% 26.50 -3.57%
Fidelity Revere Str Tr
1.38% -- --
Brookfield Infrastructure Corp Ordinary Shares - Class A (Subordinate Share 1.23% 42.66 -2.09%
Terreno Realty Corp 1.18% 64.40 -1.35%

Fees & Availability

Fees
Actual 12B-1 Fee --
Actual Management Fee Upgrade
Administration Fee --
Performance Fee Upgrade
Switching Fee --
Transaction Fee --
Maximum Front Load --
Maximum Deferred Load --
Maximum Redemption Fee --
General Availability
Available for Insurance Product No
Available for Retirement Plan No
Available for RRSP No
Purchase Details
Open to New Investors No
Open to Existing Investors Yes
Minimum Initial Investment Upgrade
Minimum Subsequent Investment Upgrade

Basic Info

Investment Strategy
The investment seeks capital appreciation. The fund normally invests primarily in common stocks and 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 and allocates the fund's assets across different market sectors, using different Fidelity managers. The fund invests in either "growth" stocks or "value" stocks or both.
General
Security Type Mutual Fund
Oldest Share Symbol FSOPX
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
Global Category Name US Equity Small Cap
YCharts Categorization US Small Cap
YCharts Benchmark Russell 2000 Total Return (^RUTTR)
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 13.32 yrs
Shadman Riaz 13.32 yrs
Morgen Peck 11.90 yrs
Eirene Kontopoulos 10.84 yrs
Jennifer Cardillo 1.21 yrs

Fundamentals

General
Distribution Yield Upgrade
Dividend Yield TTM (2-3-23) 1.04%
30-Day SEC Yield --
7-Day SEC Yield --
Number of Holdings Upgrade
Stock
Weighted Average PE Ratio 11.68
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 November 30, 2022

Growth Estimates

Forecasted 5 Yr Earnings Growth Upgrade
Forecasted Book Value Growth Upgrade
Forecasted Cash Flow Growth Upgrade
Forecasted Earnings Growth Upgrade
Forecasted Revenue Growth Upgrade
As of November 30, 2022

Fund Details

Key Dates
Inception Date 3/22/2007
Last Annual Report Date 7/31/2022
Last Prospectus Date 9/29/2022
Attributes
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

Top Portfolio Holders

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