Fidelity Small Cap Value Fund
Investment Details
Investor Type
Mutual Fund
Asset Class Focus
Equity
Stage Focus
Growth, Late Stage
Geographical Focus
United States
Industries Focus
- Financial Services
- Technology
- Healthcare
- Energy
- Industrials
- Real Estate
- Materials
- Utilities
- Health Care
- Information Technology
- Consumer Staples
- Financials
- Consumer Discretionary
- Communication Services
Investor Details Founded: 2004
The Fidelity Small Cap Value Fund is a mutual fund that primarily invests in small-cap value stocks within the United States. It aims to provide capital appreciation by selecting companies with smaller market capitalizations that are undervalued based on fundamental analysis. The fund is managed by Fidelity Investments, a leading financial services corporation known for its diverse investment offerings.
The fund employs a bottom-up investment strategy, focusing on individual stock selection rather than macroeconomic factors. It seeks to identify companies with strong financial health, solid growth potential, and attractive valuations. The portfolio is diversified across various sectors, including financial services, consumer discretionary, healthcare, technology, and industrials, among others.
As of December 18, 2025, the fund's net assets were approximately $2.49 billion, with an expense ratio of 0.91%. The fund has a history of competitive performance, with a one-year return of 4.53% and a five-year annualized return of 5.99%. These returns are subject to market fluctuations and past performance does not guarantee future results. Investors should consider their investment objectives and risk tolerance before investing in the fund.
Requirements
- Minimum initial investment: $0
- Minimum subsequent investment: $0
Contact
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Portfolio Companies
- Old National Bancorp
- KB Home
- Eastern Bankshares, Inc.
- Brookfield Infrastructure Corporation
- Parsons Corporation
- REV Group, Inc.
- UMB Financial Corporation
- Chord Energy Corporation
- Primerica, Inc.
- Signet Jewelers Limited
- American Eagle Outfitters, Inc.
- BOK Financial Corporation
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