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Fidelity Small Cap Value Fund Q4 2025 Commentary

Seeking Alpha
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⚡ Quantum Brief
Fidelity’s Small Cap Value Fund underperformed the Russell 2000® Value Index in Q4 2025, returning 1.58% versus the benchmark’s 3.26% gain. Parsons, a government services and infrastructure provider, was the largest drag, plummeting 25% as a non-index holding. Blue Bird, another out-of-benchmark stake, fell 18% due to earnings weakness, cost pressures, tariffs, and backlog challenges. The fund employs a value-driven strategy, targeting undervalued companies with strong capital allocation and below-market multiples. Fidelity manages $12.6 trillion in assets globally, with 74,000 employees across nine countries, focusing on long-term client outcomes.
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Fidelity Investments930 FollowersFollow5ShareSavePlay(11min)CommentsSummaryFidelity Small Cap Value Fund's Retail Class shares returned 1.58% for the three months, trailing the 3.26% advance of the Russell 2000® Value Index.The biggest individual drag on relative performance was a non-index position in government service and infrastructure provider Parsons (-25%).An out-of-benchmark stake in Blue Bird (-18%) also detracted, with expected earnings weakness and persistent cost, tariff and backlog pressures weighing on investor sentiment. primeimages/iStock via Getty Images Investment Approach Fidelity® Small Cap Value Fund (FCPVX) 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. We strive to This article was written byFidelity Investments930 FollowersFollowFidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses it serves. With assets under administration of $12.6 trillion, including discretionary assets of $4.9 trillion as of December 31, 2023, Fidelity focuses on meeting the unique needs of a broad and growing customer base. Privately held for 77 years, Fidelity employs more than 74,000 associates with its headquarters in Boston and a global presence spanning nine countries across North America, Europe, Asia and Australia. Note: This account is not managed or monitored by Fidelity, and any messages sent via Seeking Alpha will not receive a response. For inquiries or communication, please use Fidelity's official channels.

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