Fidelity Small Cap Growth's tenured manager and sound approach merit Above Average People and Process ratings.
Fidelity Small Cap Growth K6 FOCSX
- NAV / 1-Day Return 16.85 / −0.06 %
- Total Assets 2.4 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.600%
- Distribution Fee Level Low
- Share Class Type Retirement, Large
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment —
- Status Open
- TTM Yield 0.22%
- Turnover 76%
USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 10:12 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 13.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Super Micro Computer Inc | 2.59 | 61.5 Mil | Technology |
iShares Russell 2000 Growth ETF | 2.58 | 61.5 Mil | — |
Applied Industrial Technologies Inc | 1.31 | 31.2 Mil | Industrials |
MicroStrategy Inc Class A | 1.12 | 26.6 Mil | Technology |
FTAI Aviation Ltd | 1.07 | 25.6 Mil | Industrials |
Boot Barn Holdings Inc | 0.98 | 23.3 Mil | Consumer Cyclical |
Wix.com Ltd | 0.98 | 23.2 Mil | Technology |
Cytokinetics Inc | 0.96 | 22.9 Mil | Healthcare |
Eagle Materials Inc | 0.96 | 22.9 Mil | Basic Materials |
Fabrinet | 0.96 | 22.8 Mil | Technology |