Fidelity Small Cap Value’s new, first-time manager is off to a strong start but must continue to prove himself over longer periods, meriting a Morningstar Analyst Rating of Neutral across all share classes.
Will FCPVX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FCPVX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the FCPVX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of FCPVX’s parent organization’s priorities and whether they’re in line with investors’ interests.