Fidelity Small Cap Value
82 Devonshire Street, Boston, Massachusetts 02109,
Map
Phone: 800-544-5555
| Category: | Small Value | | Fund Family: | Fidelity Investments | | Net Assets: | 1.26B | | Year-to-Date Return: | 9.98% | | Yield: | 0.72% | | Morningstar Rating: |  | | Fund Inception Date: | 03-Nov-04 |
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Charles L. Myers
Lead Manager since
31-May-08 | | | Myers has served as an equity research analyst with Fidelity?s small-cap equity research team since 2003. He joined Fidelity?s equity research department in 1999 and, from 2001 to 2003, he followed European telecommunications operators for Fidelity International Limited in London. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $2,500 | | Min Initial Investment, AIP: | $2,500 | | Min Subsequent Investment: | $250 | | Min Subsequent Investment, IRA: | $250 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks capital appreciation. The fund normally invests primarily in common stocks. It normally invests at least 80% of assets in securities of companies with small-market capitalizations, which are believed to be undervalued in the marketplace in relation to factors such as assets, sales, earnings, growth potential or cash flow etc. The fund invests in both domestic and foreign issuers. |
| Last Dividend
(5-Dec-08):
| 0.07 | | Last Cap Gain
(12-Sep-08):
| 0.11 | | Annual Holdings Turnover
| N/A | | Average for Category:
| 89.20% |
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| Expense | FCPVX | Category
Avg | | Total Expense Ratio: | 1.14%
| 1.54% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.47% | | Max Deferred Sales Load: | %
| 2.45% | | 3 Yr Expense Projection*: |
$362 | $681 | | 5 Yr Expense Projection*: |
$628 | $1,058 | | 10 Yr Expense Projection*: |
$1,386 | $2,114 |
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0.45% Nasdaq 
0.20%
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