Fidelity Series Small Cap Opportunities Fund (FSOPX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

15.19

-0.13 (-0.85%)

At close: Sep 15, 2026

Fund Assets	4.51B
Expense Ratio	0.77%
Min. Investment	$0.00
Turnover	43.00%
Dividend (ttm)	0.12
Dividend Yield	0.77%
Dividend Growth	151.06%
Payout Frequency	Semi-Annual
Ex-Dividend Date	Sep 11, 2026

Previous Close	15.32
YTD Return	-6.35%
1-Year Return	-0.35%
5-Year Return	32.04%
52-Week Low	15.19
52-Week High	20.60
Beta (5Y)	1.17
Holdings	239
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 -0.35% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.78%.

Top 10 Holdings

21.16% of assets

Name	Symbol	Weight
Fidelity Cash Central Fund	n/a	6.18%
E-Mini Russ 2000 F Sep26 Rtyu6	n/a	4.36%
IES Holdings, Inc.	IESC	2.23%
Sanmina Corporation	SANM	1.83%
Terex Corporation	TEX	1.28%
FirstCash Holdings, Inc.	FCFS	1.26%
First BanCorp.	FBP	1.09%
Axcelis Technologies, Inc.	ACLS	1.00%
Advanced Energy Industries, Inc.	AEIS	0.99%
Veeco Instruments Inc.	VECO	0.94%

View More Holdings

Dividend History

Ex-Dividend	Amount	Pay Date
Sep 11, 2026	$3.867	Sep 14, 2026
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

Full Dividend History