- Fund Type: Open-End Fund
- Objective: Blend - Small Cap
- Asset Class: Equity
- Geographic Focus: U.S.
Fidelity Series Small Cap Opportunities Fund
+ Add to WatchlistFSOFX:US
12.71 USD 0.16 1.24%As of 09:29:30 ET on 06/19/2013.
Snapshot for Fidelity Series Small Cap Opportunities Fund (FSOFX)
| Year To Date: | +14.71% | 3-Month: | +4.10% | 3-Year: | +15.14% | 52-Week Range: | 10.03 - 13.03 |
|---|---|---|---|---|---|---|---|
| 1-Month: | -1.93% | 1-Year: | +23.12% | 5-Year: | - | Beta vs RTY: | 0.96 |
Fund Profile & Information for FSOFX
Fidelity Series Small Cap Opportunities Fund is an open-end fund incorporated in the USA. The Fund's objective is capital appreciation. The Fund invests primarily in securities of companies with small market capitalizations similar to companies in the Russell 2000 Index or the Standard & Poor's Small Cap Index.
| Inception Date: | 06-26-2009 | Telephone: | 1-800-544-6666 |
|---|---|---|---|
| Managers: | RAYNA LESSER / SHADMAN RIAZ | ||
| Web Site: | www.fidelity.com | ||
Fundamentals for FSOFX
| NAV | (on 2013-06-19) 12.71 |
|---|---|
| Assets (M) | (on 2013-05-31) 2,890.34 |
| Fund Leveraged | N |
| Minimum Investment | 0.00 |
| Minimum Subsequent Investment | 0.00 |
Dividends for FSOFX
| Dividend Type | Income |
|---|---|
| Dividend Frequency | Semi-Anl |
| Last Dividend Net | (on 2012-12-14) 0.05 |
| Dividend Yield (ttm) | 5.01 |
Fees & Expenses for FSOFX
| Front Load | 0.00 |
|---|---|
| Back Load | 0.00 |
| Current Mgmt Fee | 0.87 |
| Redemption Fee | 0.00 |
| 12b1 Fee | 0.00 |
| Expense Ratio | 0.88 |
Top Fund Holdings for FSOFX
Filing Date: 01/31/2013| Name | Position | Value | % of Total |
|---|---|---|---|
| Ramco-Gershenson Properties Tr | 1,895,550 | 28,660,716 | 1.063% |
| PacWest Bancorp | 1,041,125 | 28,610,115 | 1.061% |
| Sapient Corp | 2,253,509 | 27,289,994 | 1.012% |
| Nuance Communications Inc | 1,121,117 | 26,962,864 | 1.000% |
| Waddell & Reed Financial Inc | 664,841 | 26,394,188 | 0.979% |
| Allied World Assurance Co Hold | 306,800 | 26,025,844 | 0.965% |
| Glimcher Realty Trust | 2,319,705 | 25,795,120 | 0.957% |
| Brunswick Corp/DE | 701,304 | 25,359,153 | 0.940% |
| Associated Banc-Corp | 1,773,828 | 25,312,526 | 0.939% |
| Teledyne Technologies Inc | 370,649 | 25,300,501 | 0.938% |
Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.
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