• Fidelity Japan Smaller Companies Fund

Fidelity Investments

  • International
  • Mid-Cap
  • Core

Fidelity Japan Smaller Companies Fund

FJSCX

Summary

The fund seeks capital appreciation in the long term by investing in small-size companies outside the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team focuses on securities of Japanese issuers, and other investments that are tied economically to Japan.

The team focuses on companies that are mispriced and looks to capitalize on these opportunities.

Also, the team prefers companies with stable returns on capital, sustainable competitive advantages, superior More

Price

Last Close

$12.84 ( +0.14 )

52 Week HL

$19.38 - $12.7

Net Assets

$488.36 M

Expense Ratio

0.94 %

Sector Allocation

Jun 30, 2021

Top 10 Holdings

Jun 30, 2021

Company Name

  • CENTRAL AUTOMOTIVE
  • T&D HOLDINGS
  • SK KAKEN
  • AMANO CORP
  • SUMITOMO MITSUI

Holding

Company Name

  • ORIX CORP
  • TOKIO MARINE
  • UYEMURA (C)
  • NIPPON CONCEPT
  • INABA DENKISANGYO
  • Total

Holding

  • 0%

Manager

Name

David A. Jenkins

Leadership

Single Manager

Tenure

2003

Advisor

Fidelity Management & Research (Japan) Limited

Documents

Prospectus

Summary

Annual Reports

Website

Link

Performance

YTD

-15.9 %

3 Year

-17.87%

5 Year

-10.91%

Best

237.44%
1999

Worst

-50.64%
2000

Returns +
Quarterly

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -8.7% -0.4% -19.2% 7.1% 2% 7.3% 2.2% 8.6% -6.9% 25.9% -
Q2 -6% 1.1% 11.9% 0.1% -2.7% 7.6% 4.5% 5.3% 8.8% 11.9% -
Q3 - 2.6% 10.1% 1.3% 1.3% 7.6% 4.6% -7% -3.5% 12.9% -
Q4 - -12.8% 3.7% 1.6% -13% 9.3% -2.6% 7.2% -4.6% -2.5% -

Returns +
Monthly

J F M A M J J A S O N D
2022 -8.3% 2.8% -3.2% -8.6% 0.8% - - - - - - -
2021 -2.8% -0.4% 2.9% -1.7% 1.8% 1% 0.6% 0.7% 1.3% -2.3% -4.1% -8.4%

+
Annual

    2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
    0%29%16%29%-6%19%8%-1%14%29%0%

Alpha

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
FJSCX -16%-11%3%14%-16%36%9%14%-7%52%9%
S&P 500 -29%16%29%-6%19%8%-1%14%29%-
Alpha -16%-40%-13%-15%-10%17%1%15%-20%23%9%

FJSCX S&P 500

Chart +