The best Fidelity Small Cap Mutual Funds are a group of mutual funds that look to the smaller to mid size companies for investing in.
The Fidelity Small Cap Value Fund (FCPVX) is one such type of fund. Its diverse holding consist of 35.84% in financials, 13.14% in industrial, and 12.09% in Consumer discretionary, with the top ten stocks holding 30.09% of the total assets. This fund had a return last year of 77.92%. The volatility measures of this fund for the past three years are a beta at 1.20, the R-squared at 0.81, and the standard deviation of 26.64.
Another is the Fidelity Small Cap Stock Fund (FSLCX). This fund has the same investment strategy of only holding stocks in small to mid-size companies, but the sectors of the stocks are different. This one holds 25.27% of the assets in the information technology sector. The industrial holds 21.05% and financial holds 20.04% of the fund’s total assets. The top ten stocks hold 26.48% of the fund’s assets with a total number of 204 stocks in its holdings. This funds performance last year was 99.25%. The volatility measures of this fund for the past three years are a beta at 1.35, the R-squared at 0.88, and the standard deviation of 28.95.
The last high performer is the Fidelity Small Cap Discovery Fund (FSCRX). This fund was previously known as the Fidelity Small Cap Retirement Fund up until August 31, 2009. This fund includes both growth and value stocks of small to mid-size companies. The main sectors this fund has invested in is financials with 21.96% of the total assets, and 16.91% in Information Technology. The top ten stocks hold 27.45% of the fund’s assets. This fund’s performance last year was 88.61%. The volatility measures of this fund for the past three years are a beta at 1.19, the R-squared at 0.74, and the standard deviation of 27.65.
These are the three best Fidelity Small Cap Mutual Funds at the current time as rated by last year’s returns.
For additional resources about mutual funds and other investments from Fidelity on this website, please view Best Fidelity No Load Mutual Funds.
If you would like to compare this fund to one of Vanguards than please try Vanguard Dividend Growth Fund Review – VDIGX on our sister site www.bestmutualfundsnow.com.
Additional resources on investing from another sister site of stockmarketinvestingblog.com is an article on Investing in Lithium Companies which is worth a look at three companies that had return over 500% last year.
We strive to bring you the latest and most accurate data possible from the home sites of the investment institutions we name. Always remember the bigger the risk, the larger the reward or loss. Invest with caution.
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