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| Period | FSCPX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 20.0% | -4.0% | 27.9% | 55.00% |
| 1 Yr | 3.2% | -19.0% | 7.3% | 30.00% |
| 3 Yr | 10.5%* | -4.3% | 14.7% | 35.00% |
| 5 Yr | 8.8%* | -8.9% | 15.4% | 20.00% |
| 10 Yr | 11.8%* | 3.8% | 17.4% | 63.16% |
* Annualized
| Period | FSCPX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2018 | -4.1% | -22.1% | 2.4% | 50.00% |
| 2017 | 17.3% | 4.4% | 22.2% | 40.00% |
| 2016 | 3.4% | -12.1% | 9.3% | 55.00% |
| 2015 | 1.6% | -13.5% | 16.8% | 20.00% |
| 2014 | 1.6% | -18.4% | 9.1% | 55.00% |
| Period | FSCPX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 20.9% | -4.0% | 27.9% | 55.00% |
| 1 Yr | 4.0% | -19.0% | 7.3% | 30.00% |
| 3 Yr | 13.2%* | 0.9% | 16.5% | 25.00% |
| 5 Yr | 11.9%* | 1.4% | 17.8% | 20.00% |
| 10 Yr | 16.8%* | 12.2% | 20.6% | 21.05% |
* Annualized
| Period | FSCPX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2018 | -2.5% | -21.4% | 3.3% | 20.00% |
| 2017 | 22.1% | 8.3% | 29.1% | 25.00% |
| 2016 | 4.3% | -5.8% | 9.5% | 60.00% |
| 2015 | 5.5% | -2.3% | 18.4% | 10.00% |
| 2014 | 10.6% | 4.1% | 12.4% | 25.00% |
| FSCPX | Category Low | Category High | FSCPX % Rank | |
|---|---|---|---|---|
| Net Assets | 462 M | 18.3 M | 3.41 B | 25.00% |
| Number of Holdings | 90 | 32 | 305 | 30.00% |
| Net Assets in Top 10 | 253 M | 3.9 M | 2.15 B | 25.00% |
| Weighting of Top 10 | 57.85% | 32.1% | 72.4% | 55.00% |
| Weighting | Return Low | Return High | FSCPX % Rank | |
|---|---|---|---|---|
| Stocks | 99.79% | 98.67% | 100.30% | 55.00% |
| Cash | 0.21% | -0.30% | 3.31% | 70.00% |
| Preferred Stocks | 0.00% | 0.00% | 0.00% | 5.00% |
| Other | 0.00% | -2.85% | 0.00% | 5.00% |
| Convertible Bonds | 0.00% | 0.00% | 0.00% | 5.00% |
| Bonds | 0.00% | 0.00% | 0.00% | 5.00% |
| Weighting | Return Low | Return High | FSCPX % Rank | |
|---|---|---|---|---|
| Consumer Cyclical | 87.57% | 18.57% | 99.53% | 30.00% |
| Consumer Defense | 11.13% | 0.00% | 21.93% | 50.00% |
| Technology | 0.82% | 0.28% | 57.35% | 70.00% |
| Financial Services | 0.28% | 0.00% | 0.28% | 5.00% |
| Utilities | 0.00% | 0.00% | 0.00% | 5.00% |
| Real Estate | 0.00% | 0.00% | 0.37% | 15.00% |
| Industrials | 0.00% | 0.00% | 1.17% | 55.00% |
| Healthcare | 0.00% | 0.00% | 0.66% | 10.00% |
| Energy | 0.00% | 0.00% | 0.00% | 5.00% |
| Communication Services | 0.00% | 0.00% | 23.94% | 50.00% |
| Basic Materials | 0.00% | 0.00% | 0.15% | 10.00% |
| Weighting | Return Low | Return High | FSCPX % Rank | |
|---|---|---|---|---|
| US | 97.42% | 73.37% | 99.12% | 15.00% |
| Non US | 2.37% | 0.82% | 26.43% | 65.00% |
| FSCPX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Expense Ratio | 0.78% | 0.10% | 2.46% | 85.00% |
| Management Fee | 0.54% | 0.09% | 1.00% | 10.00% |
| 12b-1 Fee | N/A | 0.00% | 1.00% | N/A |
| Administrative Fee | N/A | 0.05% | 0.25% | N/A |
| FSCPX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Front Load | N/A | 3.50% | 5.75% | N/A |
| Deferred Load | N/A | 1.00% | 1.00% | N/A |
| FSCPX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Max Redemption Fee | 0.75% | 0.75% | 0.75% | 11.11% |
Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.
| FSCPX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Turnover | 46.00% | 28.00% | 323.00% | 20.00% |
| FSCPX | Category Low | Category High | FSCPX % Rank | |
|---|---|---|---|---|
| Dividend Yield | 0.00% | 0.00% | 0.01% | 50.00% |
| FSCPX | Category Low | Category High | Category Mode | |
|---|---|---|---|---|
| Dividend Distribution Frequency | Semi-Annually | Annually | Quarterly | Annually |
| Date | Amount |
|---|---|
| Dec 19, 2016 | $0.284 |
| Apr 18, 2016 | $0.035 |
| Apr 16, 2012 | $0.020 |
| Dec 12, 2011 | $0.123 |
| Dec 13, 2010 | $0.036 |
| Apr 12, 2010 | $0.010 |
| Dec 14, 2009 | $0.050 |
| Apr 20, 2009 | $0.010 |
| Dec 15, 2008 | $0.080 |
| Apr 16, 2007 | $0.060 |
| Dec 20, 1999 | $0.020 |
| Dec 11, 1995 | $0.160 |
| FSCPX | Category Low | Category High | FSCPX % Rank | |
|---|---|---|---|---|
| Net Income Ratio | 0.27% | -1.15% | 1.28% | 20.00% |
| FSCPX | Category Low | Category High | Capital Mode | |
|---|---|---|---|---|
| Capital Gain Distribution Frequency | Semi-Annually | Annually | Semi-Annually | Annually |
Manager
Start Date
Tenure
Tenure Rank
Aug 03, 2017
1.91
1.9%
Since joining Fidelity Investments in 2007, Ms. Shaw has worked as a research analyst and portfolio manager.
Tenure Analysis
Category Low
0.08
Category High
21.26
Category Average
8.68
Category Mode
11.3
MUTUAL FUND EDUCATION
MUTUAL FUND EDUCATION
