Fidelity Series Small Cap Opportunities Fund (FSOPX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

20.03

+0.03 (0.15%)

At close: Aug 25, 2026

27.58% (1Y)

Fund Assets	4.73B
Expense Ratio	0.77%
Min. Investment	$0.00
Turnover	43.00%
Dividend (ttm)	0.17
Dividend Yield	0.85%
Dividend Growth	-46.58%
Payout Frequency	n/a
Ex-Dividend Date	Dec 10, 2025

Previous Close	20.00
YTD Return	23.49%
1-Year Return	33.22%
5-Year Return	74.60%
52-Week Low	15.25
52-Week High	20.60
Beta (5Y)	1.18
Holdings	231
Inception Date	Mar 22, 2007

About FSOPX

Fidelity Series Small Cap Opportunities Fund is a mutual fund designed to seek capital appreciation by investing primarily in small-cap companies. The fund typically allocates at least 80% of its assets to securities of businesses with small market capitalizations, generally defined as those under $2 billion. Its portfolio spans a blend of growth and value stocks from both domestic and, to a lesser extent, international issuers. This diversified approach allows the fund to capture the growth potential inherent in smaller companies across a range of sectors, including technology, consumer cyclical, energy, and industrials. Notable holdings often reflect this sector diversity, with an emphasis on companies poised for long-term expansion. The fund serves an important role in the financial market by offering exposure to the smaller-cap segment, which can provide diversification benefits and a different risk-return profile compared to large-cap or mid-cap investments. It is commonly used as a component within broader asset allocation strategies and is frequently incorporated into managed portfolios, such as target-date funds, to help enhance growth potential over time.

Fund Family Fidelity

Category Small Blend

Performance Rating High

Risk Rating Average

Stock Exchange NASDAQ

Ticker Symbol FSOPX

Index Russell 2000 TR

Performance

FSOPX had a total return of 33.22% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.35%.

Top 10 Holdings

15.83% of assets

Name	Symbol	Weight
IES Holdings, Inc.	IESC	2.57%
Sanmina Corporation	SANM	2.08%
Fabrinet	FN	1.65%
FirstCash Holdings, Inc.	FCFS	1.55%
MACOM Technology Solutions Holdings, Inc.	MTSI	1.43%
Fidelity Cash Central Fund	n/a	1.42%
Nextpower Inc.	NXT	1.36%
TD SYNNEX Corporation	SNX	1.36%
Advanced Energy Industries, Inc.	AEIS	1.33%
First BanCorp.	FBP	1.08%

View More Holdings

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 10, 2025	$0.448	Dec 11, 2025
Sep 12, 2025	$0.268	Sep 15, 2025
Dec 11, 2024	$0.175	Dec 12, 2024
Sep 13, 2024	$1.201	Sep 16, 2024
Dec 8, 2023	$0.074	Dec 11, 2023
Sep 8, 2023	$0.062	Sep 11, 2023

Full Dividend History