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Fidelity Small Cap Growth K6 Fund FOCSX

Morningstar Medalist Rating
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Morningstar’s Analysis FOCSX

Will FOCSX 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 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.

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
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