4 / 5 Stars
4 4 3 4 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#74 in Small Blend
U.S. News evaluated 225 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 24.95 percent over the past year, 12.74 percent over the past three years, and 25.41 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-1.9%|
|3 Years (Annualized)||12.7%|
|5 Years (Annualized)||25.4%|
|10 Years (Annualized)||N/A|
The investment seeks capital appreciation. The fund normally invests primarily in common stocks and 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 in domestic and foreign issuers and allocates the fund's assets across different market sectors, using different Fidelity managers. The fund 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 Opportunities Fund has an expense ratio of 0.96 percent.
Risk is Average compared to funds in the same category according to Morningstar.