Fidelity Stock Selector Small Cap (FDSCX) a Zacks Ranked #1 (Strong Buy) was incepted in June 1993 and is managed by the Fidelity Group. The objective of FDSCX is to seek capital appreciation. FDSCX invests primarily in common stocks of domestic and foreign issuers. FDSCX normally invests a large chunk of total assets in securities of companies with small market capitalization (those with market capitalization similar to companies in the Russell 2000). FDSCX uses fundamental analysis to select investments. FDSCX invests in either 'growth' stocks or 'value' stocks or both.
This Small Blend fund, as of the last filing, allocates their fund in four major groups; Small Growth, Small Value, Large Growth and Large Value. Further, as of the last filing, Bank of the Ozarks, Inc, Huntington Bancshares Incorporated and Global Payments Inc were the top holdings for FDSCX.
The Fidelity Stock Selector Small Cap, managed by Fidelity , carries an expense ratio of 0.71. Moreover, FDSCX requires a minimal initial investment of $2,500.
FDSCX has a history of strong positive total returns for over 10 years. Specifically, the fund’s returns over the 1, 3, 5 year benchmarks; 1 year 13.99%, 3 year 17.08% and 5 year 15.49%. To see how this fund performed compared in its category, please click here.
FDSCX’s performance, as of the last filing, when compared to funds in its category was in the top 31% in 1 year, top 56% over the past 3 years, and in the 41% over the past 5 years.
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