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Morningstar

Fidelity Small Cap Growth Index FECGX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 25.64  /  −0.16 %
  • Total Assets 598.2 Mil
  • Adj. Expense Ratio
    0.050%
  • Expense Ratio 0.050%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.82%
  • Turnover 42%

USD | NAV as of May 18, 2024 | 1-Day Return as of May 18, 2024, 4:37 AM GMT+0

Morningstar’s Analysis FECGX

Will FECGX 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 FECGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FECGX 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 FECGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Fidelity Small Cap Growth Index’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FECGX

More FECGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 9.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Super Micro Computer Inc

3.10 20.0 Mil
Technology

MicroStrategy Inc Class A

0.96 6.2 Mil
Technology

e.l.f. Beauty Inc

0.87 5.6 Mil
Consumer Defensive

Comfort Systems USA Inc

0.84 5.4 Mil
Industrials

Simpson Manufacturing Co Inc

0.69 4.5 Mil
Basic Materials

Fabrinet

0.61 3.9 Mil
Technology

Vaxcyte Inc Ordinary Shares

0.60 3.8 Mil
Healthcare

Onto Innovation Inc

0.60 3.8 Mil
Technology

Viking Therapeutics Inc

0.57 3.7 Mil
Healthcare

Applied Industrial Technologies Inc

0.57 3.6 Mil
Industrials