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Fidelity Small Cap America Sr S5 (0P0000YRHW)
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24/12 - Closed. Currency in CAD
- Morningstar Rating:
- Total Assets: 2.03B
Fidelity Small Cap America Sr S5
29.584
+0.210
+0.70%
- Overview
- Profile
- Historical Data
- Holdings
0P0000YRHW Overview
On this page you'll find an in-depth profile of Fidelity Small Cap America Sr S5. Learn about the key management, total assets, investment strategy and contact information of 0P0000YRHW among other information.
Investment Strategy
The fund aims to achieve long-term capital growth. It invests primarily in equity securities of U.S. small capitalization companies.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Steve W MacMillan | Portfolio Manager | 2011 | Now |
| Biography | Steve MacMillan is a portfolio manager for Pyramis Global Advisors, a Fidelity Investments company. He manages Fidelity Small Cap America Fund and is a member of Team Canada, the Canadian equity research team for investment products sold through Fidelity Investments Canada ULC. Steve earned a BBA from Wilfred Laurier University and is a Chartered Financial Analyst charterholder. | ||
| Ethan Hugo | - | 2008 | 2011 |
| Biography | Ethan Hugo is a portfolio manager for Fidelity Investments who joined Fidelity in 2005 as a research analyst. He is a former sector analyst on Fidelity American Disciplined Equity® Fund. Mr. Hugo received a BA in economics from Princeton University and is a member of the Boston Security Analysts Society. | ||
| Forrest St. Clair | Research Analyst, Manager | 2008 | 2011 |
| Biography | Forrest St. Clair is a portfolio manager for Fidelity Investments. He joined Fidelity in 1998 as an equity research associate, covering the industrials, restaurant, food packaging and specialty retail sectors. Mr. St.Clair left Fidelity in 2005 to co-found Skystone Capital Management, and subsequently returned to Fidelity as a U.S. small cap portfolio manager in 2008. He received a BA in biology from Williams College in 1998. | ||
| Yolanda S. Strock | equity analyst/portfolio Manager | 2001 | 2009 |
| Biography | Yolanda Strock joined Fidelity in 1997 where she is the sector leader of the Health Care Equity Resesarch group. She began managing Fidelity Select Biotechnology Portfolio in February 2000, and assumed her other fund management responsibilities and role of sector leader in June 2000. Yolanda has an MBA in Finance from the Fuqua School of Business at Duke University, a BSc in Marketing from the Wharton School of Business and a BA in economics from the University of Pennsylvania. | ||
| Timothy A. Krochuk | managing Member | 1999 | 2009 |
| Biography | TIMOTHY A. KROCHUK is a Managing Member of GRT Capital Partners and a Portfolio Manager. Mr. Krochuk has been with the Adviser since its inception in 2001 and is one of its founding members. He has been involved with investment management and research since 1992. Mr. Krochuk holds the Chartered Financial Analyst designation. He holds an AB in economics from Harvard College (1992). While at Harvard, Mr. Krochuk was also the President of TAK Programming Group Inc., a systems integration firm. | ||
| Thomas Hense | Vice President | 2005 | 2008 |
| Biography | Hense is a vice president and portfolio manager with Fidelity Investments. Since joining Fidelity Investments in 1993, Hense has been a research analyst, co-director of equity research, and a portfolio manager. | ||
| James M. Harmon | Portfolio Manager | 2000 | 2005 |
| Biography | Mr. Harmon is a portfolio manager with Fidelity Investments, his employer since 1995. He joined the firm as an equity analyst covering biotechnology and smaller health-care services companies. Previously, Mr. Harmon has worked as a research analyst, portfolio assistant in Fidelity Investments. Before that he was a junior analyst with Essex Investment Management Co., Inc. | ||
| Bradford F. Lewis | Vice President, Portfolio Manager, Head | 1994 | 2005 |
| Biography | Lewis is a vice president and portfolio manager with Fidelity Investments. He also currently serves as head of the company's quantitative group. He joined the firm in 1985 as an equity research analyst. Previously, he spent one year as an analyst with Wilmington Trust, and six years as an aviator in the U.S. Navy. Lewis is a Chartered Financial Analyst and a member of the Boston Security Analysts Society. | ||
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