Fidelity Flex Small Fund Quote
FLXSX Fund | USD 16.18 0.10 0.61% |
PerformanceSolid
| Odds Of DistressLow
|
Fidelity Flex is trading at 16.18 as of the 21st of July 2025; that is 0.61 percent decrease since the beginning of the trading day. The fund's open price was 16.28. Fidelity Flex has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 6th of August 2022 and ending today, the 21st of July 2025. Click here to learn more.
The fund normally invests at least 80 percent of its assets in securities included in the Russell 2000 Index, which is a market capitalization-weighted index designed to measure the performance of the small-cap segment of the U.S. equity market. More on Fidelity Flex Small
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Fidelity Mutual Fund Highlights
Fund Concentration | Fidelity Investments Funds, Large Funds, Small Blend Funds, Small Blend, Fidelity Investments (View all Sectors) |
Update Date | 30th of June 2025 |
Expense Ratio Date | 29th of June 2023 |
Fiscal Year End | April |
Fidelity Flex Small [FLXSX] is traded in USA and was established 21st of July 2025. Fidelity Flex is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Fidelity Investments family. This fund currently has accumulated 323.9 M in assets under management (AUM) with no minimum investment requirementsFidelity Flex Small is currently producing year-to-date (YTD) return of 1.0% with the current yeild of 0.01%, while the total return for the last 3 years was 10.65%.
Check Fidelity Flex Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Fidelity Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Fidelity Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Fidelity Flex Small Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Fidelity Flex Small Mutual Fund Constituents
POR | Portland General Electric | Stock | Utilities | |
AMED | Amedisys | Stock | Health Care | |
BLUE | Bluebird Bio | Stock | Health Care | |
ENTG | Entegris | Stock | Information Technology | |
ETSY | Etsy Inc | Stock | Consumer Discretionary | |
CW | Curtiss Wright | Stock | Industrials | |
TTD | Trade Desk | Stock | Information Technology | |
BJ | BJs Wholesale Club | Stock | Consumer Staples |
Fidelity Flex Small Risk Profiles
Mean Deviation | 0.9296 | |||
Semi Deviation | 0.8536 | |||
Standard Deviation | 1.2 | |||
Variance | 1.44 |
Fidelity Flex Against Markets
Other Information on Investing in Fidelity Mutual Fund
Fidelity Flex financial ratios help investors to determine whether Fidelity Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Fidelity with respect to the benefits of owning Fidelity Flex security.
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