5 / 5 Stars
5 5 3 4 4
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#4 in Small Blend
U.S. News evaluated 218 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 26.69 percent over the past year, 16.59 percent over the past three years, 15.81 percent over the past five years, and 13.85 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||14.1%|
|3 Years (Annualized)||16.6%|
|5 Years (Annualized)||15.8%|
|10 Years (Annualized)||13.8%|
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 in domestic and foreign issuers. The fund invests in either "growth" stocks or "value" stocks or both. It uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments.
Fees are Above Average compared to funds in the same category.
Fidelity Small Cap Discovery Fund has an expense ratio of 1.07 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.