Since Andy Sassine took the reins of this fund in July 2008, it has outperformed 85 percent of its category peers, according to Morningstar. In recent years, the fund’s performance has been volatile. Its 43 percent loss in 2008 was among the steepest in its category, but a whopping 63 percent return in 2009 ranked it among the category’s top performers. About 12 percent of the fund’s total assets are invested outside of the United States, mostly in developed markets in Europe and Asia. Over the past 10 years, the fund has returned an annualized 9 percent. Its annual fees are 1.23 percent.
Read more about Fidelity Small-Cap Stock.
T. Rowe Price Small-Cap Stock (OTCFX)