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Morningstar

Fidelity Small Cap Discovery FSCRX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 26.48  /  −0.30 %
  • Total Assets 2.8 Bil
  • Adj. Expense Ratio
    1.050%
  • 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 0.10%
  • Turnover 27%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 PM GMT+0

Morningstar’s Analysis FSCRX

Will FSCRX 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 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.

A solid offering, despite a recent manager departure.

Analyst Eric Schultz

Eric Schultz

Analyst

Summary

Fidelity Small Cap Discovery’s experienced manager and sound approach earn Above Average People and Process ratings.

by Eric Schultz
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FSCRX

More FSCRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Cash Central Fund

4.23 109.4 Mil
Cash and Equivalents

Insight Enterprises Inc

3.90 101.0 Mil
Technology

Patrick Industries Inc

3.24 83.8 Mil
Consumer Cyclical

TFI International Inc

3.14 81.3 Mil
Industrials

Performance Food Group Co

3.00 77.8 Mil
Consumer Defensive

First American Financial Corp

2.96 76.6 Mil
Financial Services

Mattr Corp

2.60 67.4 Mil
Energy

Maximus Inc

2.45 63.4 Mil
Industrials

Ciena Corp

2.41 62.5 Mil
Technology

FirstCash Holdings Inc

2.40 62.2 Mil
Financial Services