Fidelity Small Cap Growth's tenured manager and sound approach merit Above Average People and Process ratings.
Fidelity Small Cap Growth K6 FOCSX
- NAV / 1-Day Return 16.15 / +2.09 %
- Total Assets 2.5 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.600%
- Distribution Fee Level Low
- Share Class Type Retirement, Large
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment —
- Status Open
- TTM Yield 0.20%
- Turnover 76%
USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:14 PM GMT+0
Morningstar’s Analysis FOCSX
Will FOCSX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 14.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
iShares Russell 2000 Growth ETF | 3.25 | 69.4 Mil | — |
Super Micro Computer Inc | 1.97 | 42.0 Mil | Technology |
Applied Industrial Technologies Inc | 1.35 | 28.9 Mil | Industrials |
Eagle Materials Inc | 1.20 | 25.6 Mil | Basic Materials |
Cytokinetics Inc | 1.16 | 24.8 Mil | Healthcare |
FTAI Aviation Ltd | 1.14 | 24.5 Mil | Industrials |
Fabrinet | 1.05 | 22.5 Mil | Technology |
Dynatrace Inc Ordinary Shares | 0.97 | 20.7 Mil | Technology |
Wix.com Ltd | 0.95 | 20.4 Mil | Technology |
TransMedics Group Inc | 0.94 | 20.0 Mil | Healthcare |