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Fidelity Small Cap Discovery (FSCRX) Fund Ranking and Research

Ranking, Research and Recommendation of Fidelity Small Cap Discovery (FSCRX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Fidelity Small Cap Discovery Fund (FSCRX) ManagerFund Manager - Charles Myers

Fund Manager Information

Fund Manager Tenure: 11.8 years
Fund Family: Fidelity Investments
Fund Category: Small Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.78)     (What does this score mean?)

 

Graph of Fidelity Small Cap Discovery Fund (FSCRX) ProfileFidelity Small Cap Discovery Fund (FSCRX) Profile

Fund Profile and Description

Fidelity Small Cap Discovery Fund seeks long-term growth of capital. Fidelity Small Cap Discovery Fund normally invests at least 80% of assets in securities of companies with small market capitalization, similar to companies in the Russell 2000 Index or the S&P SmallCap 600 index. It may invest in securities of foreign issuers in addition to securities of domestic issuers. Fidelity Small Cap Discovery Fund may engage in buying and selling of futures contacts. It invests in either growth stocks or value stocks or both. Fidelity Small Cap Discovery Fund's investment strategy is not constrained by any particular investment style.

 

Fidelity Small Cap Discovery (FSCRX) Fund Strength What we like about Fidelity Small Cap Discovery (FSCRX) Fund

Data for Fidelity Small Cap Discovery Fund (FSCRX) as of May 30, 2016

  • Fidelity Small Cap Discovery Fund (FSCRX) management has been with Fidelity Small Cap Discovery Fund for 11.8 years
  • Fidelity Small Cap Discovery Fund (FSCRX) has good short-term performance (1-year return -2.11% vs -5.18% Small Blend category median performance)
  • Fidelity Small Cap Discovery Fund (FSCRX) has good mid-term performance (3-year return 7.69% vs 6.96% Small Blend category median performance)
  • Fidelity Small Cap Discovery Fund (FSCRX) has good Long-term performance (5-year return 10.81% vs 7.84% Small Blend category median performance)
  • Fidelity Small Cap Discovery Fund (FSCRX) ratio of up-years vs down years is greater than 2
  • Fidelity Small Cap Discovery Fund (FSCRX) has a Morningstar rating of 4 and above
  • Asset base in Fidelity Small Cap Discovery Fund (FSCRX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Fidelity Small Cap Discovery Fund (FSCRX) has an annual stock turnover rate of 13.00% vs Small Blend average of 52.13%. It is good that Fidelity Small Cap Discovery management does not trade extensively for its return.
  • Fidelity Small Cap Discovery Fund (FSCRX) is less volatile than its peers as it has a 3-year Standard Deviation of 13.54, lower than category average of 14.58
  • Fidelity Small Cap Discovery Fund (FSCRX) has a lower expense ratio than its Small Blend average: 1.05% vs 1.22%
  • Fidelity Small Cap Discovery Fund (FSCRX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Fidelity Small Cap Discovery Fund (FSCRX) Weakness What we are cautious about Fidelity Small Cap Discovery (FSCRX) Fund

Data for Fidelity Small Cap Discovery Fund (FSCRX) as of May 30, 2016

See Fidelity Small Cap Discovery Fund (FSCRX) performance details as of May 30, 2016

 

What do you think?

 

Compare Fidelity Small Cap Discovery Fund (FSCRX)Compare with other top Small Blend category mutual funds

Aadditional top Small Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Fidelity Small Cap Discovery6.43-2.117.6910.81
Voya Small Company W (ISMWX)5.840.399.509.36Compare
Natixis Vaughan Nelson Small Cap Value A (NEFJX)4.84-1.7410.7010.01Compare
CRM Small Cap Value Instl (CRISX)4.71-1.578.116.99Compare

See top fund managers for Small Blend Category Funds

 

Compare Fidelity Small Cap Discovery Fund (FSCRX)Compare with Small Blend category ETFs

Some Small Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
SPDR S&P 600 Small Cap ETF (SLY)5.61%0.29%9.84%
Wilshire Micro-Cap ETF (WMCR)000
Vanguard Small-Cap ETF (VB)000
Vanguard S&P Small-Cap 600 ETF (VIOO)000
WisdomTree SmallCap Earnings ETF (EES)000

 

Graph of Fidelity Small Cap Discovery Fund (FSCRX) Net Asset TrackingFidelity Small Cap Discovery (FSCRX) Fund Net Asset

Track net asset change of Fidelity Small Cap Discovery fund (FSCRX)

DateNet Asset
05/2016$5.36B
03/2016$5.28B
02/2016$4.90B
More historic net asset information on Fidelity Small Cap Discovery Fund (FSCRX)

  

Graph of Fidelity Small Cap Discovery Fund (FSCRX) Portfolio TrackingFidelity Small Cap Discovery (FSCRX) Fund Portfolio Allocation

Track portfolio allocation change of Fidelity Small Cap Discovery fund (FSCRX)

DateCashStockBondOther
01/20162.12%97.88%0%0%
10/20151.49%98.51%0%0%
07/20151.37%98.63%0%0%
Click here to see more historic asset allocation information on Fidelity Small Cap Discovery Fund (FSCRX)

 

graph of Fidelity Small Cap Discovery Fund (FSCRX) Top 10 Position TrackingTop 10 Holdings in Fidelity Small Cap Discovery (FSCRX) Fund

Discover what Fidelity Small Cap Discovery Fund (FSCRX) manager is buying

Jan 30, 2016
First Citizens BancShares, Inc. [3.03%]
Ingram Micro Inc. Common Stock [2.93%]
Post Holdings, Inc. Common Stoc [2.92%]
Amsurg Corp. [2.89%]
Tech Data Corporation [2.86%]
j2 Global, Inc. [2.72%]
TCF Financial Corporation Commo [2.72%]
Federated Investors, Inc. Commo [2.63%]
Enersys Common Stock [2.62%]
CACI International, Inc. Class [2.59%]

Oct 30, 2015
Tech Data Corporation [3.26%]
CACI International, Inc. Class [3.22%]
Ingram Micro Inc. Common Stock [3.2%]
j2 Global, Inc. [3.06%]
TCF Financial Corporation Commo [3.01%]
Brunswick Corporation Common St [2.9%]
Enersys Common Stock [2.84%]
Chemed Corp [2.82%]
Post Holdings, Inc. Common Stoc [2.77%]
Waddell & Reed Financial, Inc. [2.77%]

Jul 30, 2015
Ingram Micro Inc. Common Stock [3.22%]
j2 Global, Inc. [3.09%]
TCF Financial Corporation Commo [3.06%]
Tech Data Corporation [3%]
Federated Investors, Inc. Commo [2.85%]
Enersys Common Stock [2.74%]
FTI Consulting, Inc. Common Sto [2.69%]
Brunswick Corporation Common St [2.69%]
Waddell & Reed Financial, Inc. [2.58%]
Click here for Stock Holding Change Map in Fidelity Small Cap Discovery Fund (FSCRX)

  

Latest News on Fidelity Small Cap Discovery (FSCRX) Fund

See what is happening with Fidelity Small Cap Discovery Fund (FSCRX)

 

Fidelity Small Cap Discovery Fund (FSCRX) Related ResourcesSee more information on Fidelity Small Cap Discovery (FSCRX) Fund

Popular pages on Fidelity Small Cap Discovery (FSCRX) Fund

  

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