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  • Fund Type: Open-End Fund
  • Objective: Blend Small Cap
  • Asset Class: Equity
  • Geographic Focus: U.S.

Fidelity Series Small Cap Opportunities Fund

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FSOFX:US

13.49 USD 0.04 0.30%

As of 09:29:30 ET on 03/26/2015.

Snapshot for Fidelity Series Small Cap Opportunities Fund (FSOFX)

Year To Date: +2.98% 3-Month: +2.27% 3-Year: +12.18% 52-Week Range: 11.52 - 13.96
1-Month: -0.88% 1-Year: +6.21% 5-Year: +13.83% Beta vs RTY: 0.95

Mutual Fund Chart for FSOFX

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  • FSOFX:US 13.49
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Interactive FSOFX Chart

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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 HANNAWAY / S RIAZ
Web Site: www.fidelity.com

Fundamentals for FSOFX

NAV (on 2015-03-26) 13.49
Assets (M) (on 2015-02-27) 5,791.40
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 2014-12-12) 0.04
Dividend Yield (ttm) 5.41

Fees & Expenses for FSOFX

Front Load 0.00
Back Load 0.00
Current Mgmt Fee 0.62
Redemption Fee 0.00
12b1 Fee 0.00
Expense Ratio 0.65

Top Fund Holdings for FSOFX

Filing Date: 10/31/2014
Name Position Value % of Total
PacWest Bancorp 1,743,588 74,381,464 1.339%
Global Payments Inc 787,200 63,369,600 1.141%
Bank of the Ozarks Inc 1,780,874 62,758,000 1.130%
Huntington Bancshares Inc/OH 6,003,000 59,489,730 1.071%
MAXIMUS Inc 1,194,700 57,895,162 1.042%
Tronox Ltd 2,381,644 57,588,152 1.037%
Associated Banc-Corp 3,053,213 57,400,404 1.033%
Banner Corp 1,280,871 55,359,245 0.997%
City National Corp/CA 701,478 55,213,333 0.994%
Cousins Properties Inc 4,210,420 54,777,564 0.986%

Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.

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