The fund normally invests at least 80% of assets in securities included in the Russell 2000® Value Index, which is a market capitalization-weighted index designed to measure the performance of the ...
1 Life of Fund (LOF) if performance is less than 10 years. Fund inception date: 11/03/2004. 2 This expense ratio is from the most recent prospectus and generally is based on amounts incurred during ...
The fund normally invests at least 80% of assets in securities of companies with small market capitalizations (which, for purposes of this fund, are those companies with market capitalizations similar ...
Choosing the best Fidelity mutual funds is no simple feat. The Boston-based investment giant manages hundreds of funds, ...
US small-cap value funds have offered compelling opportunities for long-term investors focusing on undervalued stocks with strong fundamentals. Strategies differ widely, from broad diversification to ...
Small-blend portfolios favor US firms at the smaller end of the market-capitalization range. Some aim to own an array of value and growth stocks while others employ a discipline that leads to holdings ...
It can be tempting to bet the house on a star portfolio manager, and Fidelity’s mutual fund lineup has no shortage of famous, historically outperforming examples. Investors still recall the legendary ...
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