Fidelity Small Cap Growth Index Fund (FECGX.US) — ETF Analysis on Winston
The fund normally invests at least 80% of assets in securities included in the Russell 2000® Growth Index, which is a market capitalization-weighted index designed to measure the performance of the small-cap growth segment of the U.S. equity market.
Key Facts
- Category: Small Growth
- Asset Class: Mutual Fund
- Price: $32.89
- Expense Ratio: 5.00%
- Assets Under Management: $1.6B
- Dividend Yield: 0.72%
- Number of Holdings: 10
- Inception Date: 2019-07-11
- Currency: USD
Winston Score
Fidelity Small Cap Growth Index Fund has a Winston Score of 76 out of 100.
Performance
- 1-Year Return: 8.48%
- 3-Year Return: 46.37%
- 5-Year Return: 12.95%
Top Holdings
Fidelity Securities Lending Cash Central Fund (N/A%), Moog Inc Cl a (N/A%), Brightspring Health Services Inc (N/A%), Maxlinear Inc (N/A%), Argan Inc (N/A%)
Sector Breakdown
Basic Materials (N/A%), Consumer Cyclical (N/A%), Financial Services (N/A%), Real Estate (N/A%), Consumer Defensive (N/A%)