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 17.73 / +0.40 %
- Total Assets 3.1 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 0
- Status Open
- TTM Yield 0.20%
- Turnover 76%
USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 10:10 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 13.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
FTAI Aviation Ltd | 1.77 | 46.5 Mil | Industrials |
TransMedics Group Inc | 1.60 | 42.1 Mil | Healthcare |
Insight Enterprises Inc | 1.41 | 37.2 Mil | Technology |
iShares Russell 2000 Growth ETF | 1.39 | 36.5 Mil | — |
Wix.com Ltd | 1.33 | 35.0 Mil | Technology |
Super Micro Computer Inc | 1.30 | 34.2 Mil | Technology |
Applied Industrial Technologies Inc | 1.19 | 31.4 Mil | Industrials |
Fluor Corp | 1.08 | 28.5 Mil | Industrials |
MicroStrategy Inc Class A | 1.06 | 27.9 Mil | Technology |
Nova Ltd | 1.03 | 27.0 Mil | Technology |