The fund seeks capital appreciation. It normally invests at least 80% of assets in securities included in the Russell 2000 Index, which is a market capitalization-weighted index designed to measure the performance of the small-cap segment of the U.S. equity market. The fund uses quantitative analysis to select stocks that may provide enhanced returns relative to the index.
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Fidelity Small Cap Enhanced Index Fund
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FCPEX's actual expense ratio
Comparison fund (e.g., actively managed)
Note: This calculator uses simplified assumptions based on FCPEX's historical performance. It does not account for taxes, inflation, or varying returns. Past performance does not guarantee future results.
Fidelity Small Cap Enhanced Index Fund
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Pre-filled with FCPEX's historical average return
Important: This projection uses simplified assumptions based on FCPEX's historical performance. Actual investment returns vary year-to-year. Past performance does not guarantee future results. This tool is for educational purposes only.
Top holdings shown as percentage of fund assets. Data sourced from fund filings. Holdings may change over time.
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FCPEX is the ticker symbol for Fidelity Small Cap Enhanced Index Fund, a Small Cap Blend mutual fund managed by Fidelity. The fund seeks capital appreciation. It normally invests at least 80% of assets in securities included in the Russell 2000 Index, which is a market capitalization-weighted index designed to measure the performance of the small-cap segment of the U.S. equity market. The fund uses quantitative analysis to select stocks that may provide enhanced returns relative to the index.
FCPEX has an expense ratio of 0.01% per year. On a $10,000 investment, that amounts to roughly $1 annually in fund fees. This is considered a very low-cost fund.
FCPEX has posted a 1-year return of +26.45%, 3-year return of +17.52%, 5-year return of +7.23%, 10-year return of +10.68%. Past performance does not guarantee future results. Returns are annualized for periods greater than one year.
FCPEX has no minimum initial investment requirement, making it accessible to all investors regardless of account size.
Whether FCPEX is right for you depends on your investment goals, time horizon, and risk tolerance. Key factors to evaluate include its 0.01% expense ratio, Small Cap Blend category exposure, historical returns, and how it fits within your broader portfolio. We recommend comparing it against similar funds in the same category and consulting a qualified financial advisor.
Important: Past performance does not guarantee future results. This information is provided for educational purposes only and should not be considered investment advice. Please consult with a financial advisor before making investment decisions.
