Fidelity Small Cap Fund Quote
| FCVTX Fund | USD 17.99 0.22 1.24% |
PerformanceVery Weak
| Odds Of DistressLow
|
Fidelity Small is trading at 17.99 as of the 20th of March 2025; that is 1.24 percent up since the beginning of the trading day. The fund's open price was 17.77. Fidelity Small has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
The fund invests primarily in common stocks. It invests at least 80 percent of assets in securities of companies with small market capitalizations. The fund invests in securities of companies that Fidelity Management Research Company LLC believes are undervalued in the marketplace in relation to factors such as assets, sales, earnings, growth potential, or cash flow, or in relation to securities of other companies in the same industry . More on Fidelity Small Cap
Moving together with Fidelity Mutual Fund
Fidelity Mutual Fund Highlights
| Fund Concentration | Fidelity Investments Funds, Large Funds, Small Value Funds, Small Value, Fidelity Investments (View all Sectors) |
| Update Date | 31st of March 2025 |
Fidelity Small Cap [FCVTX] is traded in USA and was established 20th of March 2025. Fidelity Small is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Small Value category and is part of Fidelity Investments family. This fund currently has accumulated 2.56 B in assets under management (AUM) with no minimum investment requirementsFidelity Small Cap is currently producing year-to-date (YTD) return of 2.94% with the current yeild of 0.0%, while the total return for the last 3 years was 2.95%.
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
| ITT | ITT Inc | Stock | Industrials | |
| WAL | Western Alliance Bancorporation | Stock | Financials | |
| SAIC | Science Applications International | Stock | Information Technology | |
| PCH | PotlatchDeltic Corp | Stock | Real Estate | |
| ADNT | Adient PLC | Stock | Consumer Discretionary | |
| CHDN | Churchill Downs Incorporated | Stock | Consumer Discretionary | |
| XPER | Xperi Corp | Stock | Information Technology | |
| BLDR | Builders FirstSource | Stock | Industrials |
Fidelity Small Cap Risk Profiles
| Mean Deviation | 0.8458 | |||
| Standard Deviation | 1.13 | |||
| Variance | 1.27 | |||
| Risk Adjusted Performance | (0.12) |
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.
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity | |
| Idea Analyzer Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments |