Mutual Funds - Profile

Fidelity Stock Selector Small Cap Fund

US > Small-Cap > Core

Rank

Universe Rank

Summary

The fund seeks capital appreciation by investing in small-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team prefers higher-quality companies with established and durable competitive moats that can compound and become larger, more-profitable businesses over time.

Additionally, the team invests in domestic and foreign issuers.

The team also focuses on either growth or value stocks or both.

In addition, the team evaluates a company’s financial condition and More

Price

  • Last Close
  • $36.5
    -0.16
  • 52 Week HL
  • $37.32 - $24.4
  • Net Assets
  • $1549.63 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Jun 30, 2021

Top 10 Holdings
Jun 30, 2021

Company Holding
CROCS INC
DENBURY INC
ACADEMY SPORTS
TERRENO REALTY
NOVAVAX INC
Company Holding
ATKORE INC
BJS WHSL
WORKIVA INC
NOMAD FOODS
DECKERS OUTDOOR
Total 0%

Manager

  • Name
  • Morgen Peck
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Annual Reports
  • 2020

Performance
21.4 % YTD

  • 3 Year
  • 86.79%
  • 5 Year
  • 108.62%
  • Best
  • 36.81%
    2013
  • Worst
  • -46.98%
    2008

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
FDSCX 12%18%24%-12%13%19%-6%4%37%15%-5%
S&P 500 18%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 12.6% -26.7% 16% 1.4% 1.8% -1.1% 5.4% 1.1% 12% 12.1% -
Q2 3.2% 22.4% 2.7% 8.2% 0.2% 2.5% 0.9% 1.7% 3.6% -7% -
Q3 4.5% 7.5% -2.2% 4.1% 5.5% 6.5% -9.9% -7.4% 8.5% 5.3% -
Q4 - 24.4% 7.7% -17.7% 2.7% 6.9% 4.3% 8.6% 8.7% - -

Returns +
M

J F M A M J J A S O N D
2021 1.8% 9.3% 1.2% 3.9% -1% 0.3% -0.9% 4.2% 1.2% -1% - -
2020 -1.4% -8.5% -18.8% 11.6% 8.4% 1.2% 4.2% 4.7% -1.4% 0.7% 15.9% 6.6%

Annual Return

Index Comparison

Alpha

NAV