Fidelity Series Small Cap Opportunities Fund (FSOPX)
The fund normally invests primarily in common stocks and 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 to companies in the Russell 2000 Index or the S&P SmallCap 600 Index). It invests in domestic and foreign issuers and allocates the fund's assets across different market sectors, using different Fidelity managers. The fund invests in either "growth" stocks or "value" stocks or both.
Fund Info
| ISIN | US3163896919 |
|---|---|
| CUSIP | 316389691 |
| Issuer | Fidelity |
| Inception Date | Mar 22, 2007 |
| Category | Small Cap Blend Equities |
| Min. Investment | $0 |
| Asset Class | Equity |
Asset Class Size | Small-Cap |
Asset Class Style | Blend |
Expense Ratio
FSOPX has an expense ratio of 0.00%, indicating no management fees are charged.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: FSOPX vs. FSMD, FSOPX vs. FSSNX, FSOPX vs. FSSFX, FSOPX vs. VB, FSOPX vs. ARTKX, FSOPX vs. FLCNX, FSOPX vs. VSCIX
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Fidelity Series Small Cap Opportunities Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Fidelity Series Small Cap Opportunities Fund had a return of 26.97% year-to-date (YTD) and 49.80% in the last 12 months. Over the past 10 years, Fidelity Series Small Cap Opportunities Fund had an annualized return of 11.18%, which was very close to the S&P 500 benchmark's annualized return of 11.43%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 26.97% | 25.82% |
| 1 month | 6.26% | 3.20% |
| 6 months | 17.11% | 14.94% |
| 1 year | 49.80% | 35.92% |
| 5 years (annualized) | 13.64% | 14.22% |
| 10 years (annualized) | 11.18% | 11.43% |
Monthly Returns
The table below presents the monthly returns of FSOPX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -0.72% | 6.30% | 4.23% | -6.08% | 5.64% | -1.52% | 8.70% | -0.12% | 1.46% | -2.04% | 26.97% | ||
| 2023 | 9.43% | -0.55% | -3.62% | -1.06% | -2.23% | 8.78% | 4.58% | -2.38% | -5.70% | -6.00% | 7.50% | 12.11% | 20.38% |
| 2022 | -9.25% | -0.15% | 0.74% | -8.81% | -0.16% | -8.87% | 11.24% | -1.51% | -9.10% | 10.48% | 3.95% | -5.12% | -17.82% |
| 2021 | 0.69% | 8.74% | 0.97% | 4.12% | -1.41% | 0.17% | -0.77% | 4.20% | -2.06% | 6.06% | -3.19% | 4.39% | 23.39% |
| 2020 | -1.93% | -8.74% | -18.99% | 11.13% | 7.36% | 0.99% | 3.52% | 4.27% | -2.74% | 1.49% | 15.91% | 8.49% | 17.03% |
| 2019 | 10.57% | 5.09% | 0.37% | 2.90% | -6.79% | 7.98% | 0.72% | -3.06% | 0.69% | 2.80% | 4.01% | 2.32% | 29.91% |
| 2018 | 3.28% | -3.11% | 1.57% | 0.00% | 6.10% | 0.00% | 2.18% | 5.24% | -2.26% | -10.48% | 1.45% | -10.30% | -7.67% |
| 2017 | 0.64% | 2.27% | -1.11% | 0.77% | -2.23% | 1.78% | 0.91% | -0.49% | 5.16% | 2.00% | 2.10% | -0.20% | 12.04% |
| 2016 | -7.60% | -0.62% | 7.47% | 0.58% | 2.14% | -0.24% | 4.52% | 0.46% | 1.41% | -3.95% | 8.39% | 2.72% | 15.18% |
| 2015 | -2.15% | 5.80% | 1.48% | -1.53% | 2.67% | -0.36% | 0.29% | -5.86% | -4.12% | 5.45% | 3.31% | -4.21% | -0.02% |
| 2014 | -1.86% | 4.24% | -1.38% | -2.73% | -0.38% | 4.71% | -5.88% | 4.63% | -5.57% | 4.69% | 1.10% | 2.09% | 2.86% |
| 2013 | 6.44% | -0.09% | 5.12% | 0.00% | 2.84% | -0.39% | 7.28% | -3.17% | 6.26% | 1.33% | 3.54% | 2.96% | 36.53% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FSOPX is 68, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Fidelity Series Small Cap Opportunities Fund (FSOPX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Fidelity Series Small Cap Opportunities Fund provided a 1.83% dividend yield over the last twelve months, with an annual payout of $0.30 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.30 | $0.14 | $0.14 | $0.12 | $0.14 | $0.16 | $0.14 | $0.12 | $0.07 | $0.75 | $0.75 | $1.38 |
Dividend yield | 1.83% | 0.98% | 1.17% | 0.82% | 0.85% | 1.16% | 1.23% | 0.83% | 0.47% | 6.15% | 5.74% | 10.27% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Series Small Cap Opportunities Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.22 | |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.07 | $0.14 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.08 | $0.14 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.06 | $0.12 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.06 | $0.14 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.08 | $0.16 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.07 | $0.14 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.09 | $0.12 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.03 | $0.07 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.73 | $0.00 | $0.00 | $0.02 | $0.75 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.64 | $0.00 | $0.00 | $0.10 | $0.75 |
| 2013 | $1.00 | $0.00 | $0.00 | $0.38 | $1.38 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Fidelity Series Small Cap Opportunities Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Fidelity Series Small Cap Opportunities Fund was 61.73%, occurring on Mar 9, 2009. Recovery took 441 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -61.73% | Jun 5, 2007 | 442 | Mar 9, 2009 | 441 | Dec 6, 2010 | 883 |
| -39.15% | Feb 14, 2020 | 26 | Mar 23, 2020 | 162 | Nov 10, 2020 | 188 |
| -30.06% | Nov 8, 2021 | 153 | Jun 16, 2022 | 428 | Mar 1, 2024 | 581 |
| -28.83% | May 2, 2011 | 108 | Oct 3, 2011 | 314 | Jan 4, 2013 | 422 |
| -25.56% | Sep 4, 2018 | 78 | Dec 24, 2018 | 232 | Nov 25, 2019 | 310 |
Volatility
Volatility Chart
The current Fidelity Series Small Cap Opportunities Fund volatility is 6.31%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.