Morningstar

Fidelity Small Cap Discovery Fund FSCRX

Morningstar Medalist Rating
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Medalist Rating as of See Fidelity Investment Hub
  • NAV / 1-Day Return $24.97  /  +1.26 %
  • Fund Size $2.1B
  • Adjusted Expense Ratio 0.660%
  • Net Expense Ratio 0.660%
  • Fee Level: Distribution Low
  • Share Class Type No Load
  • Morningstar Category Small Blend
  • Equity Style Box (Funds) Small Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.40%
  • Turnover Ratio 64%
NAV and 1-Day Return as of

Morningstar’s Analysis FSCRX

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

  • People Pillar

    The People Pillar is our evaluation of the FSCRX 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 FSCRX’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

This strategy’s experienced manager and competitive approach earn Above Average People and Process ratings.

by Eric Schultz
Rated on Published on

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Portfolio Holdings FSCRX

More FSCRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 25.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Sanmina Corp

3.87 88M
Technology

IES Holdings Inc

3.53 80M
Industrials

Old National Bancorp

3.05 69M
Financial Services

Laureate Education Inc Shs

2.61 59M
Consumer Defensive

Brady Corp Class A

2.53 58M
Industrials

Icon PLC

2.47 56M
Healthcare

DXP Enterprises Inc

2.03 46M
Industrials

Fabrinet

1.98 45M
Technology

Penguin Solutions Inc

1.93 44M
Technology

Academy Sports and Outdoors Inc Ordinary Shares

1.79 41M
Consumer Cyclical

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