Fidelity Small Cap Discovery (FSCRX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Fidelity Small Cap Discovery
Boston, MA 02109
82 Devonshire Street
Fidelity Concord Street Trust
Management information
,Lead manager since 28 February 2023
Forrest St. Clair is a portfolio manager for Fidelity Investments. He joined Fidelity in 1998 as an equity research associate, covering the industrials, restaurant, food packaging and specialty retail sectors. Mr. St.Clair left Fidelity in 2005 to co-found Skystone Capital Management, and subsequently returned to Fidelity as a U.S. small cap portfolio manager in 2008. He received a BA in biology from Williams College in 1998.
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategorySmall Blend
Fund familyFidelity Investments
Net assets2.83B
YTD return8.27%
Yield0.10%
Morningstar rating★★★★
Inception date25 Sept 2000
Fund operations
Last dividend0.03
Last cap gain12.00
Holdings turnover27.00%
Average for categoryN/A
Fees and expenses
ExpenseFSCRXCategory average
Annual report expense ratio (net)1.05%1.03%
Prospectus net expense ratio1.05%N/A
Prospectus gross expense ratio1.05%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.19%
Max deferred sales loadN/A1.22%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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