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Fidelity Small Cap Growth K6 Fund FOCSX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | FOCSX | Replication |
|---|---|---|
| Annualized growth | 3.2% | 5.7% |
| Annualized volatility | 23.2% | 21.2% |
| Sharpe ratio | 0.25 | 0.37 |
| Maximum drawdown | 37.9% | 35.4% |
| Replication fit (R²) | 0.88 · Tracking error 8.0% | |
Replication portfolio
The published portfolio below is the investable basket used to model FOCSX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VBK | Small-Cap · Growth | 65.0% |
| IWC | Micro Cap | 25.0% |
| MTUM | Factor · Momentum | 9.9% |