Fidelity Investments·2026-06-25·via All Articles on Seeking Alpha
Summary
Fidelity Small Cap Value Fund's Retail Class shares gained 1.90% for the three months, trailing the 4.96% advance of the Russell 2000® Value Index.
From a sector perspective, security selection and an underweight in energy detracted, as did picks in information technology and real estate.
Each of our investments is scrutinized for a perceived margin of safety, assessed through rigorous analysis of each firm's income statement and balance sheet.
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Investment Approach
Fidelity® Small Cap Value Fund takes a value approach to investing, focusing on companies with above-average quality characteristics, including good capital allocation, and that are trading at below-market multiples.
