FSLCX Rating, Research - Fidelity Small Cap Stock

Fidelity Small Cap Stock (fslcx)

Last Updated by WikiWealth | Update This Page Now

►Summary | Add New Mutual Fund | Feedback

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 = 22

Threats + Weaknesses = 17

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund normally invests at least 80% of assets in securities of small, well financed companies whose market capitalization is within the range of capitalizations of companies in the Russell 2000 Index, the S&P Small Cap 600 Index or the Dow Jones Wilshire U.S. Small-Cap Index at the time of investment. It may also acquire senior securities, such as preferred stocks (see stock research) and debt instruments (including high-yield and distressed securities that may be in default and may have any or no credit rating) that the Adviser believes are undervalued. The funds non-diversified.

Management Analysis Update

Performance Analysis Update