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Fidelity Commonwealth Trust Fidelity Small Cap Stock Fund: (MF: FSLCX)

(NASDAQ Mutual Funds) As of Apr 9, 2021 08:00 PM ET

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$23.54 USD

+0.13 (0.56%)

Zacks MF Rank More Info

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

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Latest Performance as of Dec 31, 2020

Total Return %* Percentile Rank Objective
YTD 13.79 52
3 months 20.51 93
6 months 31.50 72
1 Year 13.80 52
3 Year 9.23 46
5 Year 10.87 54
10 Year 8.57 72

* Annual for three years and beyond.

Zacks Premium Research for FSLCX

Zacks MF Rank More Info

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Hold 3
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD 20.33
% Yield 0.00
% SEC Yield NA
Net Assets (Mil $) 12/31/2020 1,447.48
%Turnover 12/31/2020 65.00

Risk

3 Year 5 Year 10 Year
Beta 1.27 1.26 1.27
Alpha -6.19 -6.19 -7.27
R Squared 0.85 0.83 0.83
Std. Dev. 26.02 21.04 18.99
Sharpe 0.44 0.58 3.00

Sector / Country Weightings

As of 12/31/2020 % of Portfolio
Retail Trade 21.17
Finance 14.27
Services 13.51
Other 13.31
Technology 12.75
Health 8.58
Industrial Cyclical 6.96
Non-Durable 5.91
Consumer Durables 2.07
Utilities 1.45
Energy 0.02

Portfolio Holdings

Top Equity Holdings
(As of 10/31/2020)
% of Portfolio Value (Mil$)
KOGAN COM LTD 3.14 37.96
INSPERITY INC 3.09 37.37
PRIMERICA INC 2.29 27.65
BYGGHEMMA GROUP FIRST AB 2.21 26.72
ENCORE CAPITAL 2.21 26.66
CHEMED CORP 2.10 25.36
INSIGHT ENTERPRISES 1.77 21.39
CHARLES RIVER LABORATORIE 1.75 21.13
SYNNEX CORP 1.73 20.89

Stock Holding % of Net Assets

As Of 10/31/2020
Total Issues 160
Avg. P/E 25.89
Avg. P/Book 3.02
Avg. EPS Growth 13.1
Avg. Market Value (Mil $) 3,589

Allocation

% of Portfolio
Large Growth 2.67
Large Value 4.21
Small Growth 32.05
Small Value 7.44
Foreign Stock 5.72
Emerging Market 5.95
Precious Metal 1.94
Intermediate Bond 17.14
Foreign Bond 8.41
High Yield Bond 0.00