Morningstar

Fidelity Small Cap Growth K6 Fund FOCSX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 23.55  /  −1.71 %
  • Total Assets 4.9B
  • Adj. Expense Ratio
    0.610%
  • Expense Ratio 0.600%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 0
  • Status Limited
  • TTM Yield 0.00
  • Turnover 81%

USD | NAV as of Jul 17, 2026 | 1-Day Return as of Jul 17, 2026, 12:11 AM GMT+0

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.

This strategy has what it takes.

Analyst Eric Schultz

Eric Schultz

Analyst

Summary

Fidelity Small Cap Growth’s skilled leader and solid approach earn Above Average People and Process ratings.

by Eric Schultz
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FOCSX

More FOCSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 16.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Bloom Energy Corp Class A

3.59 154M
Industrials

Fabrinet

1.92 83M
Technology

Credo Technology Group Holding Ltd

1.68 72M
Technology

Nextpower Inc Class A

1.56 67M
Technology

BrightSpring Health Services Inc

1.48 63M
Healthcare

Advanced Energy Industries Inc

1.29 55M
Industrials

Sterling Infrastructure Inc

1.21 52M
Industrials

MACOM Technology Solutions Holdings Inc

1.19 51M
Technology

SiTime Corp Ordinary Shares

1.05 45M
Technology

Cogent Biosciences Inc

1.04 45M
Healthcare

Sponsor Center