Morningstar

Fidelity Small Cap Growth K6 Fund FOCSX

Morningstar Medalist Rating
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Medalist Rating as of See Fidelity Investment Hub
  • NAV / 1-Day Return $18.37  /  −0.54 %
  • Fund Size $4.4B
  • Adjusted Expense Ratio 0.600%
  • Net Expense Ratio 0.600%
  • Fee Level: Distribution Low
  • Share Class Type Retirement, Large
  • Morningstar Category Small Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $0
  • Investment Status Limited
  • TTM Yield 0.00%
  • Turnover Ratio 101%
NAV and 1-Day Return as of

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
Rated on Published on

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Portfolio Holdings FOCSX

More FOCSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 10.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Cash Central Fund

1.92 88M
Cash and Equivalents

iShares Russell 2000 Growth ETF

1.77 81M
—

BrightSpring Health Services Inc

1.35 62M
Healthcare

Enova International Inc

1.15 53M
Financial Services

Cogent Biosciences Inc

1.06 49M
Healthcare

InterDigital Inc

1.02 47M
Technology

Intapp Inc

1.00 46M
Technology

Enliven Therapeutics Inc

0.89 41M
Healthcare

Rush Street Interactive Inc Ordinary Shares - Class A

0.87 40M
Consumer Cyclical

Xometry Inc Ordinary Shares - Class A

0.84 39M
Industrials

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