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Fidelity® Small Cap Discovery FSCRX

Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 25.58  /  2.61 %
  • Total Assets 2.3 Bil
  • Adj. Expense Ratio
    1.030%
  • Expense Ratio 1.030%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment
  • Status Open
  • TTM Yield 0.17%
  • Turnover 27%

Morningstar’s Analysis FSCRX

Will FSCRX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Amid a manager change, this strategy keeps its edge.

Analyst Eric Schultz

Eric Schultz

Analyst

Summary

Fidelity Small Cap Discovery will get a new manager, but his experience and a sound, consistent approach continue to merit a Morningstar Analyst Rating of Silver.

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Unlock our full analysis with Morningstar Investor

Portfolio Holdings FSCRX

  • Current Portfolio Date
  • Equity Holdings 73
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 31.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
4.13
97,649,820
Industrials
3.91
92,508,900
Technology
3.67
86,678,130
Financial Services
3.26
77,022,308
Financial Services
3.03
71,657,565
Financial Services
2.89
68,212,736
Industrials
2.80
66,179,262
Energy
2.74
64,698,912
Consumer Defensive
2.69
63,531,000
Real Estate
2.66
62,840,232
Consumer Cyclical