Fidelity Small Cap Independence 82 Devonshire Street, Boston, Massachusetts 02109, Map
Phone: 800-544-6666
| Category: | Small Growth | | Fund Family: | Fidelity Investments | | Net Assets: | 1.26B | | Year-to-Date Return: | 7.22% | | Yield: | 0.20% | | Morningstar Rating: |  | | Fund Inception Date: | 28-Jun-93 |
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Richard Thompson
Lead Manager since
31-Oct-05 | | | Thompson has served as sector leader of international small-cap research for Fidelity International Limited in London since 2003. Previously, he served as an equity research analyst on Fidelity?s small-cap equity research team in Boston from 2001 to 2003. Prior to joining Fidelity, Thompson was an analyst and portfolio manager for Manchester Growth Fund in the Boston area from 1991 to 1996. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $2,500 | | Min Subsequent Investment: | $250 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks capital appreciation. The fund normally invests primarily in common stocks of domestic and foreign issuers. It usually invests at least 80% of assets in securities of companies with small market capitalization (those with market capitalization similar to companies in the Russell 2000 index or the Standard & Poor's SmallCap 600 Index (S&P SmallCap 600)). |
| Last Dividend
(5-Dec-08):
| 0.02 | | Last Cap Gain
(7-Dec-07):
| 2.72 | | Annual Holdings Turnover
| N/A | | Average for Category:
| 134.69% |
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| Expense | FDSCX | Category Avg | | Total Expense Ratio: | 0.95%
| 1.65% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.61% | | 3 Yr Expense Projection*: |
$303 | $675 | | 5 Yr Expense Projection*: |
$525 | $1,076 | | 10 Yr Expense Projection*: |
$1,166 | $2,167 |
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