BERWX vs FSCRX

Both BERWX and FSCRX are mutual funds. Below is the comparison between BERWX and FSCRX.

BERWX FSCRX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Small Blend U.S. Equity: Small Blend
Family N/A Fidelity Investments
Net Assets N/A $3.19B
Expense Ratio N/A 0.62%
Management Style active active
Dividend Yield N/A 0.33%
Minimum Investment $1,000.00 N/A
YTD Return N/A 31.78%
1-Year Return N/A 6.84%
3-Year Return N/A 17.65%
5-Year Return N/A 13.25%
10-Year Return N/A 13.85%

BERWX description

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BERWX performance & returns

YTD Return N/A
1-Month Return N/A
3-Month Return N/A
1-Year Return N/A
3-Year Return N/A
5-Year Return N/A
10-Year Return N/A
BERWX expense ratio is N/A.

BERWX holdings

Top 10 Holdings (31.03% of Total Assets)

Name Symbol % Assets
Hallmark Financial Services Inc HALL 4.27%
Hooker Furniture Corp HOFT 3.86%
Myriad Genetics Inc MYGN 3.29%
M.D.C. Holdings Inc MDC 2.99%
McDermott International Inc MDR 2.83%
Quality Systems Inc QSII 2.79%
Ashford Hospitality Trust Inc AHT 2.79%
Carpenter Technology Corp CRS 2.76%
KMG Chemicals Inc KMG 2.73%
Flagstar Bancorp Inc FBC 2.72%

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FSCRX description

The Fund seeks long-term growth of capital by investing at least 65% of its assets in securities of domestic and foreign firms with small market-capitalizations. Invests in either "growth" or "value" stocks or both. Uses fundamental analysis in stock selection.

FSCRX performance & returns

YTD Return 31.78%
1-Month Return 4.59%
3-Month Return 6.84%
1-Year Return 6.84%
3-Year Return 17.65%
5-Year Return 13.25%
10-Year Return 13.85%
FSCRX expense ratio is 0.62%.

FSCRX holdings

Top 10 Holdings (29.31% of Total Assets)

Name Symbol % Assets
Synnex Corp SNX 4.16%
TFI International Inc TFII.TO 3.19%
ASGN Inc ASGN 3.05%
Insight Enterprises Inc NSIT 2.77%
ON Semiconductor Corp ON 2.75%
Valvoline Inc VVV 2.74%
First American Financial Corp FAF 2.72%
Charles River Laboratories International Inc CRL 2.66%
First Citizens BancShares Inc Class A FCNCA 2.65%
Enstar Group Ltd ESGR 2.62%

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