Fidelity Small Cap Fund Quote
| FISVX Fund | USD 26.34 0.26 1.00% |
Performance3 of 100
| Odds Of DistressLess than 21
|
Fidelity Small is trading at 26.34 as of the 31st of January 2025; that is 1.00 percent increase since the beginning of the trading day. The fund's open price was 26.08. Fidelity Small has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 3rd of September 2024 and ending today, the 31st of January 2025. Click here to learn more.
The fund normally invests at least 80 percent of assets in securities included in the Russell 2000 Value Index, which is a market capitalization-weighted index designed to measure the performance of the small-cap value segment of the U.S. equity market. More on Fidelity Small Cap
Moving together with Fidelity Mutual Fund
Fidelity Mutual Fund Highlights
| Fund Concentration | Fidelity Investments Funds, Large Funds, Small Value Funds, Small Value, Fidelity Investments, Large, Small Value (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 29th of August 2022 |
| Fiscal Year End | June |
Fidelity Small Cap [FISVX] is traded in USA and was established 31st of January 2025. Fidelity Small is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Small Value category and is part of Fidelity Investments family. This fund currently has accumulated 900.31 M in assets under management (AUM) with no minimum investment requirementsFidelity Small Cap is currently producing year-to-date (YTD) return of 2.5% with the current yeild of 0.02%, while the total return for the last 3 years was 4.74%.
Check Fidelity Small Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Fidelity Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Fidelity Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Fidelity Small Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Fidelity Small Cap Mutual Fund Constituents
| STAG | STAG Industrial | Stock | Real Estate | |
| OGS | One Gas | Stock | Utilities | |
| SSB | SouthState | Stock | Financials | |
| SF | Stifel Financial | Stock | Financials | |
| SR | Spire Inc | Stock | Utilities | |
| BKH | Black Hills | Stock | Utilities | |
| CLF | Cleveland Cliffs | Stock | Materials | |
| GME | GameStop Corp | Stock | Consumer Discretionary |
Fidelity Small Cap Risk Profiles
| Mean Deviation | 0.872 | |||
| Semi Deviation | 1.14 | |||
| Standard Deviation | 1.34 | |||
| Variance | 1.8 |
Fidelity Small Against Markets
Other Information on Investing in Fidelity Mutual Fund
Fidelity Small financial ratios help investors to determine whether Fidelity Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Fidelity with respect to the benefits of owning Fidelity Small security.
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