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Fidelity Small Cap Growth K6 Fund: (MF: FOCSX)
(NASDAQ Mutual Funds) As of Aug 12, 2024 08:00 PM ET
$16.60 USD
-0.05 (-0.30%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jul 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 17.71 | 5 |
| 3 months | 10.25 | 61 |
| 6 months | 17.48 | 11 |
| 1 Year | 21.98 | 5 |
| 3 Year | 2.38 | 55 |
| 5 Year | 11.30 | 19 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Jul 31, 2024
| 1 Year | 19.03 |
| 5 Year | 10.44 |
| 10 Year | NA |
| Since Inception | 12.33 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 13.86 | -2.09 | NA | NA |
| 2023 | 7.20 | 4.50 | -6.12 | 13.73 |
| 2022 | -11.33 | -20.08 | 0.50 | 5.29 |
| 2021 | 4.95 | 4.86 | 0.80 | -0.18 |
| 2020 | -22.21 | 27.34 | 11.52 | 24.43 |
| 2019 | 19.41 | 5.70 | -2.69 | 10.93 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|
| % Total Return | 17.71 | 19.62 | -25.01 | 10.73 | 37.45 | 36.24 | -6.19 |
| % Total Return Rel to Index | 1.00 | -6.62 | -6.80 | -17.94 | 19.05 | 4.75 | -1.80 |
| % Total Return Rel to Peer | 6.68 | 3.54 | -5.49 | -8.57 | 18.45 | 10.81 | 4.57 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 4.00 | 4.00 | 2.00 | 1.00 | 2.00 |
| % Dividends | 0.00 | 0.03 | 0.01 | 0.00 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.22 | 0.04 | 0.00 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 5.24 | 0.55 | 0.00 | 0.02 |
| Expense Ratio | 0.60 | 0.60 | 0.60 | 0.59 | 0.59 | 0.59 | 0.59 |
* 1 = Top 20%, 5 = Bottom 20%