Fidelity Series Small Cap Opportunities Fund (FSOPX)

Fund Assets	4.15B
Expense Ratio	0.77%
Min. Investment	$0.00
Turnover	48.00%
Dividend (ttm)	0.12
Dividend Yield	0.80%
Dividend Growth	151.06%
Payout Frequency	Semi-Annual
Ex-Dividend Date	Sep 11, 2026

Previous Close	14.65
YTD Return	13.53%
1-Year Return	19.81%
5-Year Return	57.31%
52-Week Low	14.65
52-Week High	20.60
Beta (5Y)	1.11
Holdings	236
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 19.81% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.83%.

Top 10 Holdings

12.83% of assets

Name	Symbol	Weight
IES Holdings, Inc.	IESC	1.78%
Fidelity Cash Central Fund	n/a	1.42%
Sanmina Corporation	SANM	1.34%
PBF Energy Inc.	PBF	1.32%
First BanCorp.	FBP	1.31%
FirstCash Holdings, Inc.	FCFS	1.29%
Terex Corporation	TEX	1.20%
Primerica, Inc.	PRI	1.13%
Laureate Education, Inc.	LAUR	1.06%
SouthState Bank Corporation	SSB	0.98%

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

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Oct 11, 2026

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