- What does FDSCX invest in?
- The primary objective of this fund is to achieve substantial capital growth for its investors. Its portfolio predominantly consists of common equity shares. A significant portion, specifically a minimum of 80% of its total assets, is directed towards companies categorized as small-capitalization. For this particular fund, small-cap entities are defined as those possessing market capitalizations comparable to the constituents of either the Russell 2000® Index or the S&P SmallCap 600® Index. To further its goal, the advisor strategically allocates these holdings across a diverse range of market sectors, which currently encompass communication services, consumer discretionary, consumer staples, energy, financials, health care, industrials, information technology, materials, real estate, and utilities. This broad allocation is managed by multiple Fidelity investment professionals.
- What is the expense ratio of FDSCX?
- Fidelity Stock Selector Small Cap Fund (FDSCX) charges an expense ratio of 0.85%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is FDSCX?
- Fidelity Stock Selector Small Cap Fund (FDSCX) manages $7.72B 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 FDSCX actively managed or an index fund?
- FDSCX is a passive index fund — it tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (FDSCX's is 0.85%) because there's no security selection cost.
- When was FDSCX launched?
- Fidelity Stock Selector Small Cap Fund (FDSCX) launched in December 1995 and is managed by Fidelity.
- How has FDSCX performed?
- FDSCX'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.
