Nasdaq - Delayed Quote USD

Fidelity Small Cap Growth K6 (FOCSX)

18.37 0.00 (0.00%)
At close: 6:06 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 24.44%
5y Average Return 13.23%
Number of Years Up 4
Number of Years Down 2
Best 1Y Total Return (Oct 17, 2024) 37.45%
Worst 1Y Total Return (Oct 17, 2024) --
Best 3Y Total Return 37.45%
Worst 3Y Total Return -0.24%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FOCSX
Category
YTD
21.06%
12.40%
1-Month
1.86%
3.37%
3-Month
8.59%
4.88%
1-Year
37.68%
55.69%
3-Year
2.71%
19.34%
5-Year
12.88%
20.72%
10-Year
0.00%
13.98%
Last Bull Market
38.39%
27.85%
Last Bear Market
-20.08%
-24.06%

Annual Total Return (%) History

Year
FOCSX
Category
2024
--
--
2023
19.62%
--
2022
-25.01%
--
2021
10.66%
--
2020
37.45%
38.62%
2019
36.25%
27.68%
2018
-4.61%
-5.76%
2017
--
21.50%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 13.87% -2.10% 8.59% --
2023 7.21% 4.51% -6.12% 13.74%
2022 -11.34% -20.08% 0.50% 5.30%
2021 4.95% 4.87% 0.78% -0.23%
2020 -22.21% 27.34% 11.52% 24.42%
2019 19.41% 5.70% -2.70% 10.94%
2018 6.63% 6.79% 7.97% -22.41%
2017 8.65% 5.17% -- --

Rank in Category (By Total Return)

YTD 9
1-Month 27
3-Month 30
1-Year 7
3-Year 22
5-Year 17

Load Adjusted Returns

1-Year 37.68%
3-Year 2.71%
5-Year 12.88%
10-Year --

Performance & Risk

YTD Return 24.44%
5y Average Return 13.23%
Rank in Category (ytd) 9
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.09
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Fidelity Investments
Net Assets 3.2B
YTD Return 21.06%
Yield 1.32%
Morningstar Rating
Inception Date May 25, 2017

Fund Summary

The fund normally invests primarily in common stocks. It normally 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).

Related Tickers