Nasdaq - Delayed Quote USD

Fidelity Series Small Cap Core (FSSLX)

10.31
+0.90
+(9.56%)
As of 8:06:00 AM EDT. Market Open.

Fund Summary

Normally the fund invests primarily in equity securities. It 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). The fund invests in domestic and foreign issuers.

Fidelity Series Small Cap Core

Boston, MA 02109
82 Devonshire Street

Fund Overview

Category Small Blend
Fund Family Fidelity Investments
Net Assets 1.33B
YTD Return -11.30%
Yield 1.65%
Morningstar Rating --
Inception Date Nov 04, 2022

Fund Operations

Last Dividend 0.18
Last Cap Gain -1.00
Holdings Turnover 90.00%
Average for Category --

Fees & Expenses

Expense FSSLX Category Average
Annual Report Expense Ratio (net) 0.01% 1.03%
Prospectus Net Expense Ratio 0.01% --
Prospectus Gross Expense Ratio 0.02% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.19%
Max Deferred Sales Load -- 1.22%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Andrew Gellert is an associate portfolio manager/analyst at Fidelity Institutional Asset Management (FIAM), an investment organization within Fidelity Investments’ asset management division that is dedicated to serving the needs of consultants and institutional investors, such as defined benefit and defined contribution plans, endowments, and financial advisors. In this role, Mr. Gellert is the co-portfolio manager of the FIAM Small Cap Growth strategy and associate portfolio manager/analyst for the FIAM Small Cap Core strategy. He is also responsible for the research coverage of U.S. small cap equities within the industrials and energy sectors. Prior to assuming his current responsibilities, Mr. Gellert was a small cap-focused research analyst from 2013 to 2018 and followed global energy services equities as a research analyst from 2010 to 2013. Before joining Fidelity in 2010, Mr. Gellert served as a research analyst at Raptor Capital Management, at Tudor Investment, and at Boston Research and Management. He has been in the financial industry since 2003. Mr. Gellert earned his bachelor of arts degree in economics from Harvard College. He is also a CFA charterholder.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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