Fidelity Series Small Cap Opportunities Fund
FSOPX
NASDAQ
| Weiss Ratings | FSOPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | FSOPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Fidelity Investments | |||
| Manager/Tenure (Years) | Shadman Riaz (16), Patrick Venanzi (16), Eirene Kontopoulos (14), 1 other | |||
| Website | http://www.institutional.fidelity.com | |||
| Fund Information | FSOPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Fidelity Series Small Cap Opportunities Fund | |||
| Category | Small Blend | |||
| Sub-Category | US Equity Small Cap | |||
| Prospectus Objective | Small Company | |||
| Inception Date | Mar 22, 2007 | |||
| Open/Closed To New Investors | Closed | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | FSOPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.98% | |||
| Dividend | FSOPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.07% | |||
| Asset Allocation | FSOPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 1.74% | |||
| Stock | 98.25% | |||
| U.S. Stock | 89.76% | |||
| Non-U.S. Stock | 8.49% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | FSOPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 1.89% | |||
| 30-Day Total Return | -2.32% | |||
| 60-Day Total Return | 0.17% | |||
| 90-Day Total Return | 4.75% | |||
| Year to Date Total Return | 5.98% | |||
| 1-Year Total Return | 41.23% | |||
| 2-Year Total Return | 30.25% | |||
| 3-Year Total Return | 61.93% | |||
| 5-Year Total Return | 53.49% | |||
| Price | FSOPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | FSOPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | -- | |||
| 1-Month Low NAV | $16.31 | |||
| 1-Month High NAV | $17.70 | |||
| 52-Week Low NAV | $11.74 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $18.12 | |||
| 52-Week High Price (Date) | Feb 26, 2026 | |||
| Beta / Standard Deviation | FSOPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.22 | |||
| Standard Deviation | 18.03 | |||
| Balance Sheet | FSOPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 4.57B | |||
| Operating Ratios | FSOPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.00% | |||
| Turnover Ratio | 43.00% | |||
| Performance | FSOPX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 22.14% | |||
| Last Bear Market Total Return | -17.03% | |||