Fidelity Series Small Fund Quote
| FSOPX Fund | USD 16.53 0.08 0.48% |
PerformanceFair
| Odds Of DistressLow
|
Fidelity Series is trading at 16.53 as of the 3rd of December 2025; that is 0.48 percent decrease since the beginning of the trading day. The fund's open price was 16.61. Fidelity Series has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 4th of September 2025 and ending today, the 3rd of December 2025. Click here to learn more.
The fund normally invests primarily in common stocks. It normally invests at least 80 percent of assets in securities of companies with small market capitalizations. More on Fidelity Series Small
Moving together with Fidelity Mutual Fund
Fidelity Mutual Fund Highlights
| Fund Concentration | Fidelity Investments Funds, Large Funds, Small Blend Funds, Small Blend, Fidelity Investments, Large, Small Blend (View all Sectors) |
| Update Date | 31st of December 2025 |
| Expense Ratio Date | 29th of September 2025 |
| Fiscal Year End | July |
Fidelity Series Small [FSOPX] is traded in USA and was established 3rd of December 2025. Fidelity Series is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Fidelity Investments family. This fund currently has accumulated 4.8 B in assets under management (AUM) with no minimum investment requirementsFidelity Series Small is currently producing year-to-date (YTD) return of 3.83% with the current yeild of 0.01%, while the total return for the last 3 years was 13.26%.
Check Fidelity Series 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 Series Small 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 Series Small Mutual Fund Constituents
| FIVN | Five9 Inc | Stock | Information Technology | |
| CBZ | CBIZ Inc | Stock | Industrials | |
| CZR | Caesars Entertainment | Stock | Consumer Discretionary | |
| MPWR | Monolithic Power Systems | Stock | Information Technology | |
| RNG | Ringcentral | Stock | Information Technology | |
| CBU | Community Bank System | Stock | Financials | |
| LXP | LXP Industrial Trust | Stock | Real Estate | |
| BANF | BancFirst | Stock | Financials |
Fidelity Series Top Holders
| FFBSX | Fidelity Freedom Blend | Mutual Fund | Target-Date 2065+ | |
| FAXDX | Fidelity Advisor Freedom | Mutual Fund | Target-Date 2065+ | |
| FHJFX | Fidelity Freedom Blend | Mutual Fund | Target-Date 2040 | |
| FHXEX | Fidelity Freedom Blend | Mutual Fund | Target-Date 2050 | |
| FHAPX | Fidelity Freedom Blend | Mutual Fund | Target-Date 2050 | |
| FHLEX | Fidelity Freedom Blend | Mutual Fund | Target-Date 2060+ | |
| FHCFX | Fidelity Freedom Blend | Mutual Fund | Target-Date 2045 | |
| FHWEX | Fidelity Freedom Blend | Mutual Fund | Target-Date 2050 |
Fidelity Series Small Risk Profiles
| Mean Deviation | 0.7898 | |||
| Semi Deviation | 0.9235 | |||
| Standard Deviation | 1.06 | |||
| Variance | 1.12 |
Fidelity Series Against Markets
Other Information on Investing in Fidelity Mutual Fund
Fidelity Series 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 Series security.
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