Nasdaq - Delayed Quote USD

Fidelity Series Small Cap Opps (FSOPX)

13.71
-0.02
(-0.15%)
At close: May 23 at 8:04:16 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -6.15%
5y Average Return 13.06%
Number of Years Up 12
Number of Years Down 5
Best 1Y Total Return (May 22, 2025) 35.51%
Worst 1Y Total Return (May 22, 2025) --
Best 3Y Total Return 35.51%
Worst 3Y Total Return 4.40%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FSOPX
Category
YTD
-9.77%
20.19%
1-Month
-0.98%
0.02%
3-Month
-12.47%
4.36%
1-Year
0.51%
60.18%
3-Year
7.24%
11.32%
5-Year
13.02%
13.88%
10-Year
8.26%
11.19%
Last Bull Market
22.15%
27.98%
Last Bear Market
-17.03%
-24.08%

Annual Total Return (%) History

Year
FSOPX
Category
2025
--
--
2024
15.09%
--
2023
20.38%
--
2022
-17.88%
--
2021
23.67%
--
2020
17.04%
10.99%
2019
29.91%
23.75%
2018
-7.63%
-12.72%

2017
12.02%
12.28%
2016
15.18%
20.78%
2015
-0.55%
-5.38%
2014
2.27%
3.79%
2013
35.51%
37.39%
2012
11.89%
15.46%
2011
-2.90%
-4.07%
2010
32.91%
25.61%
2009
46.51%
31.80%
2008
-39.30%
-36.56%
2007
--
-1.10%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -8.89% -- -- --
2024 10.00% -2.29% 9.95% -2.61%
2023 4.88% 5.23% -3.73% 13.29%
2022 -8.71% -17.03% -0.49% 8.97%
2021 10.54% 2.82% 1.51% 7.19%
2020 -27.50% 20.49% 4.97% 27.63%
2019 16.64% 3.57% -1.70% 9.40%
2018 1.64% 6.10% 5.08% -18.49%
2017 1.79% 0.28% 5.57% 3.95%
2016 -1.31% 2.48% 6.49% 6.94%

2015 5.07% 0.73% -9.96% 4.36%
2014 0.89% 1.47% -7.34% 7.81%
2013 11.79% 2.43% 9.68% 7.90%
2012 11.91% -6.01% 6.22% 0.15%
2011 8.66% -1.19% -21.59% 15.33%
2010 8.91% -8.86% 12.55% 18.96%
2009 -11.27% 25.60% 23.76% 6.23%
2008 -14.46% -0.50% -5.07% -24.87%
2007 4.62% -5.51% -5.50% --

Rank in Category (By Total Return)

YTD 34
1-Month 7
3-Month 30
1-Year 43
3-Year 8
5-Year 29

Load Adjusted Returns

1-Year 0.51%
3-Year 7.24%
5-Year 13.02%
10-Year 8.26%

Performance & Risk

YTD Return -6.15%
5y Average Return 13.06%
Rank in Category (ytd) 34
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.14
Morningstar Risk Rating

Fund Overview

Category Small Blend
Fund Family Fidelity Investments
Net Assets 3.96B
YTD Return -9.77%
Yield 2.26%
Morningstar Rating
Inception Date Mar 22, 2007

Fund Summary

The fund normally invests primarily in common stocks and invests at least 80% of assets in securities of companies with small market capitalizations (which, for purposes of this fund, are those companies with market capitalizations similar to companies in the Russell 2000® Index or the S&P SmallCap 600® Index). It invests in domestic and foreign issuers and allocates the fund's assets across different market sectors, using different Fidelity managers. The fund invests in either "growth" stocks or "value" stocks or both.

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