5 / 5 Stars
5 5 3 5 3
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#17 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 21.81 percent over the past year, 17.38 percent over the past three years, 29.01 percent over the past five years, and 11.82 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-5.0%|
|3 Years (Annualized)||17.4%|
|5 Years (Annualized)||29.0%|
|10 Years (Annualized)||11.8%|
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 1.05 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.
The fund's Value Line Overall Rank, a measure of risk-adjusted performance and relative growth in fund returns, is 2 on a scale of 1 to 5, with 1 being the best and 5 the worst.Value Line 2014-02-12
The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 3 for one year and 1 for five years. Scores are on a 1 to 5 scale, with 1 being the best and 5 the worst.Value Line 2014-02-12
The fund's Value Line Risk Rank, a measure of volatility, is 4 on a scale of 1 to 5, with 1 being the least volatile and 5 the most.Value Line 2014-02-12