Fidelity Stock Selector Small Cap Fund Q1 2025 Review

2025-05-06 10:50:00 ET

Summary

• Fidelity Stock Selector Small Cap Fund is a core U.S. small-cap equity strategy that seeks to exploit the inefficiencies among small-cap companies through a fundamentally driven approach with a more modest active risk profile.
• For the quarter, the fund's Retail Class shares returned -9.15%, edging the -9.48% result of the benchmark, the Russell 2000 Index.
• The fund attempts to deliver an attractive risk-adjusted return profile for shareholders over a market cycle by employing a team of portfolio managers focused on stock selection within a disciplined portfolio-construction framework.

Investment Approach

• Fidelity® Stock Selector Small Cap Fund is a core U.S. small-cap equity strategy that seeks to exploit the inefficiencies among small-cap companies through a fundamentally driven approach with a more modest active risk profile.
• The fund attempts to deliver an attractive risk-adjusted return profile for shareholders over a market cycle by employing a team of portfolio managers focused on stock selection within a disciplined portfolio-construction framework.
• The three co-portfolio managers are overseen by a lead manager, who is responsible for portfolio construction and risk oversight.
• We focus our efforts on higher-quality companies with established and durable competitive "moats" that can compound and become larger, more-profitable businesses over time.

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