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Morningstar

Fidelity® Stock Selector Small Cap FDSCX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 31.03  /  1.37 %
  • Total Assets 2.1 Bil
  • Adj. Expense Ratio
    0.930%
  • Expense Ratio 0.930%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.12%
  • Turnover 38%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 11:20 PM GMT+00:00

Morningstar’s Analysis FDSCX

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

People Pillar

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

Summary

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Fidelity® Stock Selector Small Cap's recent fee cut isn't sufficient to overcome its decreased Process Pillar rating, resulting in a downgrade to this strategy's Morningstar Quantitative Rating to Bronze from Silver. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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