2 / 5 Stars
1 1 3 4 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 228 Small Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 23.70 percent over the past year, 8.74 percent over the past three years, 17.87 percent over the past five years, and 8.89 percent over the past decade.
|Trailing Returns||Updated 03.31.2014|
|Year to date||0.8%|
|3 Years (Annualized)||8.7%|
|5 Years (Annualized)||17.9%|
|10 Years (Annualized)||8.9%|
The investment seeks long-term growth of capital. The fund 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). It invests primarily in common stocks. The fund invests in domestic and foreign issuers. It invests in either "growth" stocks or "value" stocks or both.
Fees are Above Average compared to funds in the same category.
Fidelity Advisor® Small Cap Fund has an expense ratio of 1.21 percent.
Risk is Low compared to funds in the same category according to Morningstar.