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Morningstar

Fidelity® Small Cap Stock FSLCX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 15.73  /  0.38 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.900%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 135%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis FSLCX

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

People Pillar

The People Pillar is our evaluation of the FSLCX 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 FSLCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Weakness in Fidelity® Small Cap Stock's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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