Fidelity Small Cap Fund Manager Performance Evaluation
| FSCRX Fund | USD 24.74 0.31 1.24% |
The fund shows a Beta (market volatility) of 1.14, which means a somewhat significant risk relative to the market. Fidelity Small returns are very sensitive to returns on the market. As the market goes up or down, Fidelity Small is expected to follow.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Fidelity Small Cap are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak basic indicators, Fidelity Small may actually be approaching a critical reversion point that can send shares even higher in February 2026.
...more| Expense Ratio Date | 28th of June 2025 | |
| Expense Ratio | 0.9100 |
Fidelity |
Fidelity Small Relative Risk vs. Return Landscape
If you would invest 2,261 in Fidelity Small Cap on October 28, 2025 and sell it today you would earn a total of 213.00 from holding Fidelity Small Cap or generate 9.42% return on investment over 90 days. Fidelity Small Cap is currently producing 0.153% returns and takes up 1.043% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Fidelity, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Fidelity Small Current Valuation
Undervalued
Today
Please note that Fidelity Small's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Fidelity Small Cap shows a prevailing Real Value of $25.29 per share. The current price of the fund is $24.74. We determine the value of Fidelity Small Cap from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Fidelity Small is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Fidelity Mutual Fund. However, Fidelity Small's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 24.74 | Real 25.29 | Hype 28.16 | Naive 25.18 |
The intrinsic value of Fidelity Small's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Fidelity Small's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Fidelity Small Cap helps investors to forecast how Fidelity mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Fidelity Small more accurately as focusing exclusively on Fidelity Small's fundamentals will not take into account other important factors: Fidelity Small Target Price Odds to finish over Current Price
The tendency of Fidelity Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 24.74 | 90 days | 24.74 | about 5.32 |
Based on a normal probability distribution, the odds of Fidelity Small to move above the current price in 90 days from now is about 5.32 (This Fidelity Small Cap probability density function shows the probability of Fidelity Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon the mutual fund has the beta coefficient of 1.14 . This usually indicates Fidelity Small Cap market returns are sensitive to returns on the market. As the market goes up or down, Fidelity Small is expected to follow. Additionally Fidelity Small Cap has an alpha of 0.064, implying that it can generate a 0.064 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Fidelity Small Price Density |
| Price |
Predictive Modules for Fidelity Small
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Fidelity Small Cap. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Fidelity Small Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Fidelity Small is not an exception. The market had few large corrections towards the Fidelity Small's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Fidelity Small Cap, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Fidelity Small within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.06 | |
β | Beta against Dow Jones | 1.14 | |
σ | Overall volatility | 0.96 | |
Ir | Information ratio | 0.07 |
Fidelity Small Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Fidelity Small for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Fidelity Small Cap can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Latest headline from news.google.com: How Aussie MPs use private funds to mask millions - AFR | |
| The fund retains 98.85% of its assets under management (AUM) in equities |
Fidelity Small Fundamentals Growth
Fidelity Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Fidelity Small, and Fidelity Small fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Fidelity Mutual Fund performance.
| Price To Earning | 17.60 X | |||
| Price To Book | 1.61 X | |||
| Price To Sales | 0.59 X | |||
| Total Asset | 2.2 B | |||
About Fidelity Small Performance
Evaluating Fidelity Small's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Fidelity Small has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Fidelity Small has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund normally invests at least 80 percent of assets in securities of companies with small market capitalizations . It invests in domestic and foreign issuers. The fund invests in either growth stocks or value stocks or both. The advisor uses fundamental analysis of factors such as each issuers financial condition and industry position, as well as market and economic conditions, to select investments.Things to note about Fidelity Small Cap performance evaluation
Checking the ongoing alerts about Fidelity Small for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Fidelity Small Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: How Aussie MPs use private funds to mask millions - AFR | |
| The fund retains 98.85% of its assets under management (AUM) in equities |
- Analyzing Fidelity Small's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Fidelity Small's stock is overvalued or undervalued compared to its peers.
- Examining Fidelity Small's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Fidelity Small's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fidelity Small's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Fidelity Small's mutual fund. These opinions can provide insight into Fidelity Small's potential for growth and whether the stock is currently undervalued or overvalued.
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.
| Transaction History View history of all your transactions and understand their impact on performance | |
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years |