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Fidelity Series Small Cap Opportunities Fund (FSOPX)
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21/11 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 4.54B
Fidelity Series Small Cap Opps
15.77
+0.25
+1.61%
- Overview
- Profile
- Historical Data
- Holdings
FSOPX Overview
On this page you'll find an in-depth profile of Fidelity Series Small Cap Opportunities Fund. Learn about the key management, total assets, investment strategy and contact information of FSOPX among other information.
Investment Strategy
The investment seeks capital appreciation. The fund normally invests primarily in common stocks and invests at least 80% of assets in securities of companies with small market capitalizations (which, for purposes of this fund, are those companies with market capitalizations similar to companies in the Russell 2000® Index or the S&P SmallCap 600® Index). It invests in domestic and foreign issuers and allocates the fund's assets across different market sectors, using different Fidelity managers. The fund invests in either "growth" stocks or "value" stocks or both.
Contact Information
Address
483 Bay Street
Toronto,ON M5G 2N7
Canada
Toronto,ON M5G 2N7
Canada
Phone
416-307-5200
Fax
1-800-387-8092
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Jennifer Fo Cardillo | Portfolio Manager | 2021 | Now |
| Biography | Jennifer Fo Cardillo is co-manager of the fund, which she has managed since November 2021. She also manages other funds. Since joining Fidelity Investments in 2009, Ms. Fo has worked as a research analyst and portfolio manager. | ||
| Eirene Kontopoulos | Portfolio Manager | 2012 | Now |
| Biography | Eirene Kontopoulos joined Fidelity Investments in 2007, she has worked as a research analyst and portfolio manager. | ||
| Patrick Venanzi | Research Associate | 2009 | Now |
| Biography | Since joining Fidelity Investments in 2001, Mr. Venanzi has worked as a research analyst and portfolio manager. | ||
| Shadman Riaz | Co-Portfolio Manager | 2009 | Now |
| Biography | Since joining Fidelity Investments in 2001, Mr. Riaz has worked as a research analyst and portfolio manager. | ||
| Morgen D Peck | Research Analyst | 2011 | 2023 |
| Biography | Since joining Fidelity Investments in 2003, Ms. Peck has worked as a research analyst and portfolio manager. | ||
| Jennifer Fo Cardillo | Portfolio Manager | 2018 | 2018 |
| Biography | Since joining Fidelity Investments in 2009, Ms. Fo has worked as a research analyst and portfolio manager. | ||
| Richard Thompson | Sector Leader | 2009 | 2018 |
| Biography | Since joining Fidelity Investments in 1996, Mr. Thompson has worked as a research analyst and portfolio manager. Thompson has served as sector leader of international small-cap research for Fidelity International Limited in London since 2003. Previously, he served as an equity research analyst on Fidelity’s small-cap equity research team in Boston from 2001 to 2003. Prior to joining Fidelity, Thompson was an analyst and portfolio manager for Manchester Growth Fund in the Boston area from 1991 to 1996. | ||
| Rayna Lesser Hannaway | Portfolio Manager & Analyst | 2007 | 2016 |
| Biography | Rayna Lesser Hannaway, Head of Team, Portfolio Manager and Analyst, is a portfolio manager for the Global SMID Company Growth, U.S. Small Company Growth and U.S. SMID Company Growth strategies. Lesser Hannaway joined Polen Capital in 2017. Prior to joining Polen Capital, she spent nine years in portfolio management and two years as a research analyst at Fidelity Investments in Boston, evaluating small and mid-cap companies. She also spent nine years working in small-cap research for Jennison Associates and Lord Abbett & Company. Lesser Hannaway received a B.A. in Economics from Barnard College, a division of Columbia University. Lesser Hannaway is a CFA® charterholder and holds a CFA Institute Certificate in ESG Investing. | ||
| Anmol Mehra | Portfolio Manager | 2012 | 2014 |
| Biography | Mehra is a portfolio manager with Fidelity Investments. He joined the firm in 2002. Previously, he was a pension consulting actuary for Towers Perrin. | ||
| Charles L. Myers | Equity Research Analyst | 2009 | 2012 |
| Biography | Myers has served as an equity research analyst with Fidelity’s small-cap equity research team since 2003. He joined Fidelity’s equity research department in 1999 and, from 2001 to 2003, he followed European telecommunications operators for Fidelity International Limited in London. | ||
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