Morningstar

Fidelity Small Cap Growth Fund FCPGX

Morningstar Medalist Rating
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Medalist Rating as of See Fidelity Investment Hub
  • NAV / 1-Day Return $32.96  /  +0.73 %
  • Fund Size $5.4B
  • Adjusted Expense Ratio 0.860%
  • Net Expense Ratio 0.860%
  • Fee Level: Distribution Below Average
  • Share Class Type No Load
  • Morningstar Category Small Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $0
  • Investment Status Closed
  • TTM Yield 0.00%
  • Turnover Ratio 97%
NAV and 1-Day Return as of

Morningstar’s Analysis FCPGX

Will FCPGX outperform in the 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 FCPGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Upgraded.

Analyst Eric Schultz

Eric Schultz

Analyst

Summary

Increased conviction in Fidelity Small Cap Growth’s approach merits upgrading its Process rating to High from Above Average; the strategy’s People rating remains Above Average.

by Eric Schultz
Rated on Published on

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Portfolio Holdings FCPGX

More FCPGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 10.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Cash Central Fund

1.70 149M
Cash and Equivalents

BrightSpring Health Services Inc

1.36 119M
Healthcare

Enova International Inc

1.15 102M
Financial Services

Cogent Biosciences Inc

1.11 98M
Healthcare

InterDigital Inc

1.03 90M
Technology

Intapp Inc

1.01 89M
Technology

Enliven Therapeutics Inc

0.95 83M
Healthcare

Rush Street Interactive Inc Ordinary Shares - Class A

0.87 77M
Consumer Cyclical

Spyre Therapeutics Inc

0.87 76M
Healthcare

Xometry Inc Ordinary Shares - Class A

0.84 74M
Industrials

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