FSCRX Rating, Research - Fidelity Small Cap Discovery

Fidelity Small Cap Discovery (fscrx)

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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 = 32

Threats + Weaknesses = 23

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks long-term capital growth. The fund normally invests at least 80% of assets in equity securities (see equity research), including convertible securities, of small-capitalization companies that have a market capitalization, at the time of purchase, no larger than the largest capitalized company included in the Russell 2000 Index. It may also invest up to 25% of total assets in foreign securities.

Management Analysis Update

The fscrx fund does not have a history of big fund withdrawals. This helps reduce large tax payments to current investors. Fidelity Small Cap Discovery has a consistent strategy that will help it to outperform in the future.

Performance Analysis Update