FESM ETF Analysis: Fidelity Enhanced Small Cap | NYSE
Small Blend | NYSE, USA | Market Cap: 6.462m USD | 12M Return: 26.7% | US31609A2069 | Charts, Fundamentals & Technical Analysis
Avg Turnover: 38.8M
Warnings
No concerns identified
Tailwinds
No distinct edge detected
Seasonality 2.8 years of data
How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.
FESM is an actively managed ETF that invests primarily in U.S. small-cap equities, holding at least 80% of its assets in stocks included in the Russell 2000 Index, a market capitalization-weighted benchmark maintained by FTSE Russell that tracks the performance of smaller U.S. companies. The funds adviser applies a research-driven, multi-factor approach, evaluating holdings on criteria such as valuation, growth, and quality to identify long-term drivers of stock returns.
- Russell 2000 small-cap index outperformance drives NAV higher
- Fed rate cuts lift small-cap valuations across the portfolio
- Domestic economic growth supports small-cap earnings momentum
As of September 27, 2026, the stock is trading at USD 45.37 with a total of 1,115,583 shares traded. Over the past week, the price has changed by -0.64%, over one month by -4.81%, over three months by -4.41% and over the past year by +26.68%.
Current recommended Stop Loss: 44.50 (which is 1.9% or 1.6 ATR below the current price).
Fidelity Enhanced Small Cap has no consensus analysts rating.