Fidelity Small Cap Fund Quote

FKICX Fund  USD 13.09  0.21  1.63%   

Performance

6 of 100

 
Weak
 
Strong
Modest

Odds Of Distress

Less than 19

 
High
 
Low
Low
Fidelity Small is trading at 13.09 as of the 25th of November 2024; that is 1.63 percent increase since the beginning of the trading day. The fund's open price was 12.88. Fidelity Small has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Fidelity Small Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 6th of December 2022 and ending today, the 25th of November 2024. Click here to learn more.
The fund normally invests at least 80 percent of assets in common stocks of companies with small market capitalizations . It invests in domestic and foreign issuers. More on Fidelity Small Cap

Moving together with Fidelity Mutual Fund

  0.89FPURX Fidelity PuritanPairCorr
  0.89FPUKX Fidelity PuritanPairCorr
  0.61FQIFX Fidelity Freedom IndexPairCorr
  0.88FQIPX Fidelity Freedom IndexPairCorr

Fidelity Mutual Fund Highlights

Fund ConcentrationFidelity Investments Funds, Large Funds, Small Blend Funds, Small Blend, Fidelity Investments (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date29th of June 2023
Fiscal Year EndApril
Fidelity Small Cap [FKICX] is traded in USA and was established 25th of November 2024. Fidelity Small is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Fidelity Investments family. This fund currently has accumulated 57.6 M in assets under management (AUM) with no minimum investment requirementsFidelity Small Cap is currently producing year-to-date (YTD) return of 17.52% with the current yeild of 0.0%, while the total return for the last 3 years was 2.96%.
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

WEXWex IncStockIndustrials
INOVInnovator ETFs TrustEtfDefined Outcome
JLLJones Lang LaSalleStockReal Estate
NSPInsperityStockIndustrials
CECOCECO Environmental CorpStockIndustrials
CHEChemed CorpStockHealth Care
EBIXEbix IncStockInformation Technology
UMBFUMB FinancialStockFinancials
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Fidelity Small Cap Risk Profiles

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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