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Morningstar

Fidelity Small Cap Growth K6 FOCSX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 16.59  /  −0.96 %
  • Total Assets 2.6 Bil
  • Adj. Expense Ratio
    0.600%
  • Expense Ratio 0.600%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.21%
  • Turnover 76%

USD | NAV as of Jun 07, 2024 | 1-Day Return as of Jun 07, 2024, 10:17 PM GMT+0

Morningstar’s Analysis FOCSX

Will FOCSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FOCSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FOCSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FOCSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A worthy small growth option.

Analyst Eric Schultz

Eric Schultz

Analyst

Summary

Fidelity Small Cap Growth's tenured manager and sound approach merit Above Average People and Process ratings.

by Eric Schultz
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FOCSX

More FOCSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Super Micro Computer Inc

2.84 71.7 Mil
Technology

iShares Russell 2000 Growth ETF

2.50 63.1 Mil
—

MicroStrategy Inc Class A

1.62 40.9 Mil
Technology

Applied Industrial Technologies Inc

1.46 37.0 Mil
Industrials

FTAI Aviation Ltd

1.33 33.5 Mil
Industrials

Fidelity Cash Central Fund

1.01 25.5 Mil
Cash and Equivalents

Weatherford International PLC Ordinary Shares - New

0.95 23.9 Mil
Energy

Boot Barn Holdings Inc

0.95 23.9 Mil
Consumer Cyclical

Eagle Materials Inc

0.93 23.4 Mil
Basic Materials

Simpson Manufacturing Co Inc

0.93 23.4 Mil
Basic Materials