Yahoo! FinanceFinance Home - My Yahoo - Yahoo! - Help 

Saturday, July 11, 2009, 2:04AM ET - U.S. Markets Closed. Dow Down 0.45% Nasdaq Up 0.20%
Fidelity Small Cap Independence (FDSCX)On Jul 10: 10.59  Down 0.01 (0.09%)  
MORE ON FDSCX
Quotes
Charts
News & Info
Fund
HereProfile
Analyst


Profile  As of 30-Jun-09Get Profile for:
Fidelity Small Cap Independence
82 Devonshire Street, Boston, Massachusetts 02109,
Map
Phone: 800-544-6666
Free prospectuses for
more than 1,000 funds!
View List of Free Prospectuses
FUND OVERVIEW 
Category:Small Growth
Fund Family:Fidelity Investments
Net Assets:1.26B
Year-to-Date Return:7.22%
Yield:0.20%
Morningstar Rating:3 stars
Fund Inception Date:28-Jun-93
MORNINGSTAR STYLE BOX 
Small Growth
[View Category Definition]
View Top Small Growth Funds
About the Morningstar Style Box
MANAGEMENT INFORMATION 
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.
INVESTMENT INFORMATION 
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
FDSCX can be purchased from 14 brokerages.
FUND SUMMARY 
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)).
FUND OPERATIONS 
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%
FEES & EXPENSES 
ExpenseFDSCXCategory
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
* Per $10,000 invested


Add to My Portfolio Add to Portfolio    Set Alert Set Alert    Email to a Friend Email to a Friend
Get Profile for Another Symbol: Symbol Lookup
Top Performers by StyleMorningstar Editorials