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

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 35.51%
Worst 1Y Total Return --
Number of Years Up 12
Number of Years Down 5

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

Risk Statistics

3 Years 5 Years 10 Years
FSOPXCategory AverageFSOPXCategory AverageFSOPXCategory Average
Alpha -4.79 -0.09 -2.69 -0.06 -4.21 -0.06
BETA 1.14 0.01 1.09 0.01 1.11 0.01
Mean Annual Return 0.77 0.01 1.19 0.01 0.82 0.01
R-squared 74.99 0.83 73.34 0.77 78.76 0.78
Standard Deviation 21.57 0.26 20.48 0.21 19.19 0.19
Sharpe Ratio 0.22 0 0.56 0.01 0.41 0.01
Treynor Ratio 2.21 0.08 9.34 0.1 5.65 0.09

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