- What does FCPVX invest in?
- This investment fund primarily allocates its capital to common equities. A substantial portion, specifically at least 80% of its total assets, is directed towards companies characterized by small market capitalizations. Fidelity Management & Research Company (FMR) strategically identifies and selects securities from firms it perceives as undervalued in the current market. This assessment of undervaluation is based on comparing their market price against fundamental metrics such as their assets, sales figures, earnings, prospective growth, or cash flow, or by evaluating them relative to peers within their respective industries. These types of holdings are frequently known as "value" stocks. The fund's holdings can encompass both domestic and international entities.
- What is the expense ratio of FCPVX?
- Fidelity Small Cap Value Fund (FCPVX) charges an expense ratio of 0.91%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is FCPVX?
- Fidelity Small Cap Value Fund (FCPVX) manages $5.58B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is FCPVX actively managed or an index fund?
- FCPVX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was FCPVX launched?
- Fidelity Small Cap Value Fund (FCPVX) launched in November 2004 and is managed by Fidelity.
- How has FCPVX performed?
- FCPVX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
