Fidelity Small Cap Growth earns Above Average People and Process ratings for its skilled manager and solid approach.
Fidelity Small Cap Growth K6 FOCSX
- NAV / 1-Day Return 17.86 / +1.42 %
- Total Assets 3.2 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.610%
- Distribution Fee Level Low
- Share Class Type Retirement, Large
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 0
- Status Open
- TTM Yield 1.32%
- Turnover 76%
USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:28 PM GMT+0
Morningstar’s Analysis FOCSX
Will FOCSX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 12.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
iShares Russell 2000 Growth ETF | 2.02 | 58.6 Mil | — |
Insight Enterprises Inc | 1.63 | 47.4 Mil | Technology |
FTAI Aviation Ltd | 1.46 | 42.3 Mil | Industrials |
Fidelity Cash Central Fund | 1.42 | 41.2 Mil | Cash and Equivalents |
Wix.com Ltd | 1.26 | 36.6 Mil | Technology |
TransMedics Group Inc | 1.26 | 36.5 Mil | Healthcare |
Applied Industrial Technologies Inc | 1.22 | 35.3 Mil | Industrials |
Fluor Corp | 1.08 | 31.4 Mil | Industrials |
Carpenter Technology Corp | 0.94 | 27.2 Mil | Industrials |
Installed Building Products Inc | 0.93 | 26.9 Mil | Consumer Cyclical |