| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
3
5
1
|
|
Zacks Investment Research
2
(Buy)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B-
(Buy)
|
#22 in Small Blend
U.S. News evaluated 221 Small Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 32.52 percent over the past year, 17.62 percent over the past three years, and 7.59 percent over the past five years.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 15.1% |
| 1 Year | 32.5% |
| 3 Years (Annualized) | 17.6% |
| 5 Years (Annualized) | 7.6% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks capital appreciation. The fund normally invests at least 80% of assets in common stocks included in the Russell 2000® Index, which is a market capitalization-weighted index of companies with small market capitalizations. It generally uses computer-aided, quantitative analysis of historical valuation, growth, profitability, and other factors to select a broadly diversified group of stocks that may have the potential to provide a higher total return than that of the Russell 2000® Index. The fund invests in domestic and foreign issuers.
Fees
Fees are High compared to funds in the same category.
Fidelity Small Cap Enhanced Index Fund has an expense ratio of 0.67 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
