Welcome to MutualFunds.com. Please help us personalize your experience.
Your personalized experience is almost ready.
Thank you!
Check your email and confirm your subscription to complete your personalized experience.
Thank you for your submission, we hope you enjoy your experience
The Fidelity Small Cap Discovery Fund (FSCRX) seeks to provide long-term growth of capital by investing in the small-cap stocks of the Russell 2000 and S&P 600. The fund’s managers use fundamental analysis to uncover undervalued small-cap stocks. While predominantly a U.S.-focused fund, FSCRX can invest in international small-caps as well. There is no sector or weighting mandate for the fund.
As an actively managed fund, FSCRX’s expenses are about average. All in all, the fund makes for a perfect secondary position for longer-term investors. The fund is internally managed by Fidelity.
Subscribe to receive FREE updates, insight, and more, straight to your inbox
| Period | FSCRX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 8.5% | -5.3% | 30.4% | 63.14% |
| 1 Yr | -20.1% | -64.6% | 3.0% | 41.46% |
| 3 Yr | -9.6%* | -41.0% | 21.9% | 91.76% |
| 5 Yr | -6.6%* | -36.3% | 9.2% | 83.61% |
| 10 Yr | 4.5%* | -15.3% | 17.6% | 66.67% |
* Annualized
| Period | FSCRX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2018 | -34.5% | -67.3% | 0.4% | 90.24% |
| 2017 | -5.5% | -26.8% | 36.3% | 93.44% |
| 2016 | 19.8% | -36.7% | 34.1% | 25.56% |
| 2015 | -12.2% | -59.6% | 10.0% | 67.50% |
| 2014 | -3.7% | -35.4% | 76.2% | 60.53% |
| Period | FSCRX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| YTD | 8.5% | -5.3% | 30.4% | 63.41% |
| 1 Yr | -20.1% | -42.6% | 7.3% | 59.35% |
| 3 Yr | -0.8%* | -25.6% | 21.9% | 72.25% |
| 5 Yr | 1.4%* | -25.2% | 13.9% | 59.44% |
| 10 Yr | 10.7%* | -8.8% | 20.0% | 32.88% |
* Annualized
| Period | FSCRX Return | Category Return Low | Category Return High | Rank in Category (%) |
|---|---|---|---|---|
| 2018 | -24.5% | -47.8% | 1.5% | 74.80% |
| 2017 | 7.9% | -26.8% | 52.6% | 68.85% |
| 2016 | 20.3% | -24.6% | 34.1% | 40.56% |
| 2015 | -5.9% | -59.6% | 21.1% | 49.44% |
| 2014 | 7.1% | -27.6% | 76.2% | 18.71% |
| FSCRX | Category Low | Category High | FSCRX % Rank | |
|---|---|---|---|---|
| Net Assets | 2.9 B | 2.77 M | 92.9 B | 8.70% |
| Number of Holdings | 80 | 13 | 4244 | 73.98% |
| Net Assets in Top 10 | 877 M | 958 K | 3.42 B | 2.98% |
| Weighting of Top 10 | 29.13% | 2.6% | 337.4% | 21.68% |
| Weighting | Return Low | Return High | FSCRX % Rank | |
|---|---|---|---|---|
| Stocks | 98.86% | 0.00% | 101.25% | 34.42% |
| Cash | 1.14% | -0.82% | 42.98% | 67.75% |
| Preferred Stocks | 0.00% | 0.00% | 2.98% | 37.67% |
| Other | 0.00% | -11.67% | 12.74% | 40.38% |
| Convertible Bonds | 0.00% | 0.00% | 2.29% | 37.67% |
| Bonds | 0.00% | -41.00% | 105.80% | 38.75% |
| Weighting | Return Low | Return High | FSCRX % Rank | |
|---|---|---|---|---|
| Industrials | 23.95% | 0.13% | 52.49% | 12.77% |
| Financial Services | 22.86% | 0.00% | 39.50% | 12.23% |
| Consumer Cyclical | 17.62% | 0.00% | 31.34% | 10.33% |
| Technology | 11.05% | 0.14% | 40.59% | 81.79% |
| Real Estate | 6.93% | 0.00% | 36.84% | 46.74% |
| Healthcare | 5.94% | 0.00% | 23.37% | 77.45% |
| Energy | 5.31% | 0.00% | 15.27% | 9.51% |
| Basic Materials | 3.18% | 0.00% | 33.77% | 79.08% |
| Communication Services | 1.01% | 0.00% | 10.54% | 36.41% |
| Consumer Defense | 0.83% | 0.00% | 13.34% | 89.40% |
| Utilities | 0.17% | 0.00% | 7.52% | 76.36% |
| Weighting | Return Low | Return High | FSCRX % Rank | |
|---|---|---|---|---|
| US | 85.33% | 0.00% | 101.13% | 88.62% |
| Non US | 13.53% | 0.00% | 93.92% | 4.34% |
| FSCRX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Expense Ratio | 0.61% | 0.00% | 3.96% | 87.77% |
| Management Fee | 0.41% | 0.00% | 1.50% | 14.63% |
| 12b-1 Fee | N/A | 0.00% | 1.00% | N/A |
| Administrative Fee | N/A | 0.00% | 0.47% | N/A |
| FSCRX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Front Load | N/A | 0.00% | 5.75% | N/A |
| Deferred Load | N/A | 1.00% | 5.00% | N/A |
| FSCRX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Max Redemption Fee | 1.50% | 1.00% | 2.00% | 76.71% |
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.
| FSCRX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
|---|---|---|---|---|
| Turnover | 32.00% | 3.00% | 794.40% | 33.42% |
| FSCRX | Category Low | Category High | FSCRX % Rank | |
|---|---|---|---|---|
| Dividend Yield | 0.00% | 0.00% | 0.04% | 65.85% |
| FSCRX | Category Low | Category High | Category Mode | |
|---|---|---|---|---|
| Dividend Distribution Frequency | Quarterly | Annually | Quarterly | Annually |
| Date | Amount |
|---|---|
| Dec 05, 2016 | $0.138 |
| Dec 29, 2015 | $0.031 |
| Dec 08, 2014 | $0.063 |
| Jun 09, 2014 | $0.021 |
| Dec 09, 2013 | $0.023 |
| Jun 10, 2013 | $0.010 |
| Dec 28, 2012 | $0.181 |
| Dec 10, 2012 | $0.042 |
| Dec 31, 2010 | $0.040 |
| Dec 07, 2009 | $0.030 |
| Jun 15, 2009 | $0.020 |
| Dec 08, 2008 | $0.084 |
| Dec 10, 2007 | $0.069 |
| Jun 06, 2005 | $0.040 |
| FSCRX | Category Low | Category High | FSCRX % Rank | |
|---|---|---|---|---|
| Net Income Ratio | 1.29% | -2.53% | 2.35% | 7.34% |
| FSCRX | Category Low | Category High | Capital Mode | |
|---|---|---|---|---|
| Capital Gain Distribution Frequency | Semi-Annually | Annually | Annually | Annually |
Manager
Start Date
Tenure
Tenure Rank
Mar 07, 2016
3.4
3.4%
Since joining Fidelity Investments in 2007, Mr. Janssen has worked as a research analyst and portfolio manager.
Tenure Analysis
Category Low
0.0
Category High
27.92
Category Average
6.66
Category Mode
6.12
MUTUAL FUND EDUCATION
MUTUAL FUND EDUCATION
