FCPVX Rating, Research - Fidelity Small Cap Value

Fidelity Small Cap Value (fcpvx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 29

Threats + Weaknesses = 24

When strengths & opportunities substantially exceed threats & weaknesses an investment in the fcpvx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Fidelity Small Cap Value (FCPVX) Description: FCPVX is a mutual fund, which is an investment that owns a basket of assets. The FCPVX mutual fund was provided by Fidelity and this investment vehicle derives the majority of its value from equity holdings (stocks). Fidelitys mutual fund has a short management tenure and is in the large fund size classification. FCPVXs minimum initial investment amount is $2500 while the IRA minimum is $2500. FCPVXs expense ratio is roughly 1%. The latest FCPVXs front end load was 0% and the back end load was 0%. The Fidelity Small Cap Value (FCPVX) mutual fund falls under the small value category. FCPVX focuses its investments in USA and FCPVX is not affiliated with a particular industry or fund sector. The Fidelity Small Cap Value (FCPVX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find FCPVXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of FCPVXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The fund invests primarily in common stocks (see stock research) of smaller companies that the adviser believes to be undervalued relative to their underlying earnings potential. It normally invests at least 80% of net assets in equity securities (see equity research) of small companies which have market capitalization within the range of companies comprising the Russell 2000 Value Index.

Management Analysis Update

Fidelity Small Cap Value's management team has a long history of working together. This helps ensure consistent future returns.

Performance Analysis Update