Fidelity Small Cap Fund Quote
FECGX Fund | USD 28.61 0.36 1.27% |
PerformanceSolid
| Odds Of DistressLow
|
Fidelity Small is trading at 28.61 as of the 25th of July 2025; that is 1.27 percent increase since the beginning of the trading day. The fund's open price was 28.25. Fidelity Small has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 26th of April 2025 and ending today, the 25th of July 2025. Click here to learn more.
The fund normally invests at least 80 percent of assets in securities included in the Russell 2000 Growth Index, which is a market capitalization-weighted index designed to measure the performance of the small-cap growth segment of the U.S. equity market. More on Fidelity Small Cap
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Fidelity Mutual Fund Highlights
Fund Concentration | Fidelity Investments Funds, Large Funds, Small Growth Funds, Small Growth, Fidelity Investments (View all Sectors) |
Update Date | 30th of June 2025 |
Expense Ratio Date | 29th of August 2022 |
Fiscal Year End | June |
Fidelity Small Cap [FECGX] is traded in USA and was established 25th of July 2025. Fidelity Small is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Fidelity Investments family. This fund currently has accumulated 518.32 M in assets under management (AUM) with no minimum investment requirementsFidelity Small Cap is currently producing year-to-date (YTD) return of 2.02% with the current yeild of 0.01%, while the total return for the last 3 years was 12.67%.
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
SAIC | Science Applications International | Stock | Information Technology | |
RARE | Ultragenyx | Stock | Health Care | |
RH | RH | Stock | Consumer Discretionary | |
EBS | Emergent Biosolutions | Stock | Health Care | |
PLUG | Plug Power | Stock | Industrials | |
CHGG | Chegg Inc | Stock | Consumer Discretionary | |
NVCR | Novocure | Stock | Health Care | |
CZR | Caesars Entertainment | Stock | Consumer Discretionary |
Fidelity Small Cap Risk Profiles
Mean Deviation | 0.969 | |||
Semi Deviation | 0.7882 | |||
Standard Deviation | 1.27 | |||
Variance | 1.61 |
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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