FSOPX

Active

Fidelity Series Small Cap Opportunities Fund

Category: US Equity (9,528 funds)

Expense Ratio

0.00%

Annual Cost per $10K

$0.00

30-Year Fee Drag per $10K

at 7% annual return

Fund Type

Mutual Fund

Active

Trailing 12-Month

+10.31%

Asset Allocation

US Equity

81%

Intl Equity

15%

Cash

Fee Comparison

FSOPX

0.00%

US Equity average

1.06%

US Equity cheapest

BKLC

0.00%

Index benchmark

0.03%

100% cheaper than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of October 2025 · Updated quarterly

+51.62%3Y

Compare to

Fee Impact Calculator

Investment

Years

Annual Return

FSOPX at 0.00%$380,613

At index rates (0.03%)$377,424

Zero fees (theoretical)$380,613

Total fee drag$0

Savings vs index fund+$3,188

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of October 2025

Ticker	Name	ER	1yr	3yr	5yr
FSOPX	Fidelity Series Small Cap Opportunities Fund	0.00%	+10.31%	+14.88%	+14.45%
FEEFX	American Funds Fundamental Investors	0.34%	+21.32%	+27.21%	+17.36%
DOXGX	Dodge & Cox Stock Fund	0.41%	+9.30%	+19.16%	—
AICCX	Investment Co of America	0.32%	+19.61%	+27.20%	+16.45%
FGLGX	Fidelity Series Large Cap Stock Fund	0.00%	+25.43%	+29.93%	+22.04%
VGSTX	VANGUARD STAR FUND	0.30%	+14.24%	+14.63%	+8.34%
AWSHX	Washington Mutual Investors Fund	0.31%	+16.27%	+17.94%	+16.70%
FNKLX	Fidelity Series Value Discovery Fund	0.00%	+9.43%	+9.60%	+13.26%
AMCFX	AMCAP Fund	0.43%	+16.67%	+19.85%	+11.43%
TRTZX	T. Rowe Price Mid-Cap Value Fund, Inc.	0.05%	+4.98%	+18.88%	+16.62%
SMH	VanEck Semiconductor ETF	0.35%	+33.62%	+53.34%	+31.09%
AFMFX	American Mutual Fund	0.57%	+13.05%	+13.96%	+14.17%
SOXX	iShares Semiconductor ETF	0.34%	+18.51%	+37.84%	+22.76%
FCNKX	Fidelity Contrafund	0.56%	+22.90%	+32.74%	+16.82%
AAGTX	American Funds 2040 Target Date Retirement Fund	0.68%	+18.44%	+18.13%	+12.03%
FGIDX	Fidelity Growth and Income Portfolio	0.46%	—	—	—
NBPBX	Neuberger Berman Large Cap Value Fund	0.03%	+7.82%	+8.96%	+13.00%
AAHTX	American Funds 2045 Target Date Retirement Fund	0.69%	+19.32%	+18.79%	+12.39%
AALTX	American Funds 2050 Target Date Retirement Fund	0.69%	+19.54%	+19.11%	+12.43%
FVWSX	Fidelity Series Opportunistic Insights Fund	0.00%	+24.19%	+32.08%	+16.79%
ACSHX	Invesco Comstock Fund	0.51%	+12.71%	+14.13%	+19.36%
BBVLX	Bridge Builder Large Cap Value Fund	0.23%	+7.39%	+17.42%	+14.99%
FSELX	Select Semiconductors Portfolio	0.62%	+22.66%	+41.82%	+31.05%
TRUZX	T. Rowe Price New Horizons Fund, Inc.	0.64%	+2.68%	+9.54%	+1.28%
PEIYX	Putnam Large Cap Value Fund	0.63%	+13.21%	+17.09%	+15.02%
FFDKX	Fidelity Fund	0.42%	+17.12%	+26.37%	+15.56%
FZANX	Fidelity Advisor New Insights Fund	0.53%	+23.91%	+32.07%	+16.75%
FDMLX	Fidelity Series Intrinsic Opportunities Fund	0.00%	+8.40%	+13.01%	+16.36%
FSSNX	Fidelity Small Cap Index Fund	0.03%	+14.60%	+12.12%	+11.60%
MEIAX	MFS Value Fund	0.79%	+6.16%	+11.44%	+11.43%
WFPRX	Allspring Special Mid Cap Value Fund	0.70%	+1.67%	+13.95%	+8.22%
AAMTX	American Funds 2055 Target Date Retirement Fund	0.70%	+19.98%	+19.47%	+12.48%
DFSVX	U.S. SMALL CAP VALUE PORTFOLIO$1M min	0.31%	+4.79%	+9.95%	+18.26%
FEIKX	Fidelity Equity-Income Fund	0.46%	+13.05%	+14.27%	+15.42%
THISX	T. Rowe Price Health Sciences Fund, Inc.	0.67%	-9.04%	+5.35%	+4.06%
MVCKX	MFS Mid Cap Value Fund	0.62%	+2.74%	+14.94%	+14.16%
FSMAX	Fidelity Extended Market Index Fund	0.03%	+15.93%	+14.81%	+10.31%
PMBJX	MidCap Fund	0.80%	+2.44%	+15.49%	+11.53%
LCBEX	ClearBridge Dividend Strategy Fund	0.66%	+12.18%	+18.85%	+14.04%
MITJX	Massachusetts Investors Trust	0.38%	+12.97%	+20.45%	+13.94%
FSPHX	Select Health Care Portfolio	0.63%	-7.78%	+4.19%	+3.06%
FIFRX	Franklin Growth Fund	0.46%	+12.90%	+22.62%	+12.32%
FETKX	Fidelity Equity Dividend Income Fund	0.46%	+5.72%	+12.25%	+13.37%
FVD	First Trust Value Line Dividend Index Fund	0.61%	+3.97%	+11.51%	+10.36%
FLCNX	Fidelity Contrafund K6	0.45%	+23.66%	+32.68%	+16.82%
TRZDX	T. Rowe Price Dividend Growth Fund, Inc.	0.49%	+9.22%	+17.68%	—
IWR	iShares Russell Mid-Cap ETF	0.18%	+10.92%	+17.50%	+12.48%
TRQZX	T. Rowe Price Mid-Cap Growth Fund, Inc.	0.61%	+3.39%	+14.37%	+7.88%
FMAEX	Fidelity Magellan Fund	0.62%	—	—	—
MIGNX	MFS Massachusetts Investors Growth Stock Fund	0.37%	+8.71%	+15.11%	+11.78%
TRZQX	T. Rowe Price Equity Income Fund	0.53%	+7.72%	+15.95%	—
FFOJX	Select Technology Portfolio	0.91%	—	—	—
CGPAX	American Funds Growth Portfolio	0.99%	+22.86%	+23.13%	+13.61%
FDTRX	Franklin Dynatech Fund	0.45%	+26.03%	+31.41%	+12.15%
FDVLX	Fidelity Value Fund	0.68%	+5.77%	+11.81%	+16.66%
AANTX	American Funds 2060 Target Date Retirement Fund	0.72%	+20.06%	+19.55%	+12.48%
DFFVX	U.S. Targeted Value Portfolio$1M min	0.29%	+6.73%	+10.50%	+18.14%
POSKX	PRIMECAP Odyssey Stock Fund	0.67%	+21.63%	+19.53%	+17.10%
FRISX	Franklin Rising Dividends Fund	0.52%	+8.67%	+16.38%	+12.10%
IWN	iShares Russell 2000 Value ETF	0.24%	+7.68%	+13.31%	+14.34%
FBIOX	Select Biotechnology Portfolio	0.63%	-2.61%	+9.74%	+2.99%
ACCLX	Mid Cap Value Fund	0.62%	+4.68%	+11.36%	+11.02%
POAGX	PRIMECAP Odyssey Aggressive Growth Fund	0.66%	+32.05%	+22.35%	+12.25%
HQIFX	THE HARTFORD EQUITY INCOME FUND	0.64%	+8.42%	+10.32%	+13.52%
TRZZX	T. Rowe Price Small-Cap Stock Fund, Inc.	0.74%	+9.38%	+14.46%	+10.36%
POGRX	PRIMECAP Odyssey Growth Fund	0.66%	+31.82%	+22.63%	+16.61%
DFAT	Dimensional U.S. Targeted Value ETF	0.28%	+5.60%	+10.32%	—
FCAKX	Fidelity Capital Appreciation Fund	0.66%	+19.00%	+23.80%	+16.27%
FJACX	Fidelity Series Small Cap Discovery Fund	0.00%	+6.29%	+10.69%	+13.37%
FADTX	Fidelity Advisor Technology Fund	0.55%	+9.19%	-20.09%	-33.76%
AALRX	American Beacon Large Cap Value Fund	0.62%	+9.19%	+13.80%	+16.22%
FRCSX	Franklin Small Cap Value Fund	0.60%	+5.18%	+9.64%	+12.87%
LAFVX	LORD ABBETT AFFILIATED FUND INC	0.39%	+11.58%	+14.40%	+14.19%
IXN	iShares Global Tech ETF	0.39%	+25.32%	+35.35%	+19.31%
IWP	iShares Russell Mid-Cap Growth ETF	0.23%	+21.77%	+22.59%	+11.04%
IOO	iShares Global 100 ETF	0.40%	+22.41%	+28.04%	+18.13%
FZAFX	Fidelity Advisor Equity Growth Fund	0.55%	+14.23%	+21.96%	+14.29%
FACDX	Fidelity Advisor Health Care Fund	0.68%	-17.79%	-39.08%	-43.42%
QGI2Q	VIP Growth and Income Portfolio	0.49%	+17.97%	+24.10%	+18.69%
MCPRX	MFS Mid Cap Growth Fund	1.02%	+12.23%	+13.48%	+6.85%
FZAHX	Fidelity Advisor Growth Opportunities Fund	0.37%	+28.46%	+27.59%	+13.05%
CGLGX	American Funds Growth and Income Portfolio	0.92%	+18.14%	+18.35%	+12.44%
QTEC	First Trust NASDAQ-100-Technology Sector Index Fund	0.55%	+20.10%	+29.98%	+14.49%
DFSTX	U.S. SMALL CAP PORTFOLIO$1M min	0.27%	+7.23%	+10.67%	+14.17%
FGRCX	Fidelity Mega Cap Stock Fund	0.47%	+16.84%	+17.08%	+8.31%
TRSSX	T. Rowe Price Institutional Small-Cap Stock Fund$1M min	0.66%	+8.56%	+13.56%	+9.45%
FMSHX	Franklin Mutual Shares Fund	0.70%	+5.55%	+16.01%	+12.34%
QVG2Q	VIP Growth Portfolio	0.66%	+16.19%	+27.57%	+15.97%
MFRKX	MFS Research Fund	0.46%	+13.09%	+20.53%	+13.32%
FBCGX	Fidelity Blue Chip Growth K6 Fund	0.45%	+30.88%	+35.50%	+19.13%
FCAGX	Fidelity Small Cap Growth Fund	0.92%	-11.50%	-33.45%	-40.48%
FSFGX	Fidelity Focused Stock Fund	0.69%	-7.93%	—	—
IJK	iShares S&P Mid-Cap 400 Growth ETF	0.17%	+5.09%	+16.08%	+10.84%
ARKK	ARK Innovation ETF	0.75%	+93.79%	+32.47%	+0.08%
TMSIX	THRIVENT MID CAP STOCK FUND	0.74%	+2.81%	+8.15%	+10.43%
BLPAX	American Funds Moderate Growth and Income Portfolio	0.93%	+15.22%	+14.72%	+9.87%
FSSLX	Fidelity Series Small Cap Core Fund	0.01%	+10.90%	—	—
BSVO	EA Bridgeway Omni Small-Cap Value ETF	0.45%	+4.22%	—	—
FELAX	Fidelity Advisor Semiconductors Fund	0.69%	+22.24%	-9.07%	-26.50%
FVDFX	Fidelity Value Discovery Fund	0.77%	+9.04%	+8.93%	+12.48%
PNAIX	T. Rowe Price All-Cap Opportunities Fund	0.66%	+17.70%	+26.12%	+15.57%

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