Fidelity Small Cap Fund Quote
| FSSNX Fund | USD 26.97 0.10 0.37% |
PerformanceVery Weak
| Odds Of DistressLow
|
Fidelity Small is trading at 26.97 as of the 26th of February 2025; that is 0.37 percent down since the beginning of the trading day. The fund's open price was 27.07. Fidelity Small 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 27th of January 2025 and ending today, the 26th of February 2025. Click here to learn more.
The fund invests normally at least 80 percent of its assets in securities included in the Russell 2000 Index. It lends securities to earn income. More on Fidelity Small Cap
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 2024 |
| Expense Ratio Date | 29th of June 2023 |
| Fiscal Year End | April |
Fidelity Small Cap [FSSNX] is traded in USA and was established 26th of February 2025. Fidelity Small 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 21.25 B in assets under management (AUM) with no minimum investment requirementsFidelity Small Cap is currently producing year-to-date (YTD) return of 2.35% with the current yeild of 0.01%, while the total return for the last 3 years was 4.67%.
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
| POR | Portland General Electric | Stock | Utilities | |
| ETSY | Etsy Inc | Stock | Consumer Discretionary | |
| KNX | Knight Transportation | Stock | Industrials | |
| CZR | Caesars Entertainment | Stock | Consumer Discretionary | |
| AMD | Advanced Micro Devices | Stock | Information Technology | |
| NVAX | Novavax | Stock | Health Care | |
| WBS | Webster Financial | Stock | Financials | |
| PB | Prosperity Bancshares | Stock | Financials |
Fidelity Small Top Holders
| JIIOX | Lifestyle Ii Aggressive | Mutual Fund | Allocation--85%+ Equity | |
| JLGSX | Lifestyle Ii Growth | Mutual Fund | Allocation--70% to 85% Equity | |
| JLMOX | Lifestyle Ii Moderate | Mutual Fund | Allocation--30% to 50% Equity | |
| JIBOX | Lifestyle Ii Balanced | Mutual Fund | Allocation--50% to 70% Equity | |
| FCTDX | Strategic Advisers Fidelity | Mutual Fund | Large Blend | |
| PFFFX | Pfg Fidelity Institutional | Mutual Fund | World Large-Stock Blend | |
| JIIRX | Lifestyle Ii Aggressive | Mutual Fund | Allocation--85%+ Equity | |
| JLMRX | Lifestyle Ii Moderate | Mutual Fund | Allocation--30% to 50% Equity |
Fidelity Small Cap Risk Profiles
| Mean Deviation | 0.8442 | |||
| Standard Deviation | 1.13 | |||
| Variance | 1.27 | |||
| Risk Adjusted Performance | (0.05) |
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.
| Equity Search Search for actively traded equities including funds and ETFs from over 30 global markets | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals |