Fidelity Series is trading at 13.62 as of the 21st of March 2025; that is 0.58 percent decrease since the beginning of the trading day. The fund's open price was 13.7. Fidelity Series has about a 22 % 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 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
The fund normally invests primarily in common stocks and invests at least 80 percent of assets in securities of companies with small market capitalizations . It invests in domestic and foreign issuers and allocates the funds assets across different market sectors, using different Fidelity managers. More on Fidelity Series Small
Fidelity Series Small [FSOPX] is traded in USA and was established 21st of March 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 4.97 B in assets under management (AUM) with no minimum investment requirementsFidelity Series Small is currently producing year-to-date (YTD) return of 2.26% with the current yeild of 0.02%, while the total return for the last 3 years was 6.63%.
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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
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.