Expense Ratio History

Fidelity cuts the fee on 8 funds, effective 30 June 2026

On 30 June 2026, Fidelity lowered the expense ratio of 8 funds tracked on this site. The largest change is FSCRX (Fidelity Small Cap Discovery Fund), from 0.91% to 0.66%.

The changes

  • FSCRX Fidelity Small Cap Discovery Fund: 0.91% to 0.66%, saving $25 a year on every $10,000
  • SPHIX Fidelity High Income Fund: 0.80% to 0.69%, saving $11 a year on every $10,000
  • FMCSX Fidelity Mid-Cap Stock Fund: 0.67% to 0.62%, saving $5 a year on every $10,000
  • FAGIX Fidelity Capital & Income Fund: 0.92% to 0.88%, saving $4 a year on every $10,000
  • FSHGX Fidelity SAI High Income Fund: 0.71% to 0.68%, saving $3 a year on every $10,000
  • FLCSX Fidelity Large Cap Stock Fund: 0.75% to 0.73%, saving $2 a year on every $10,000
  • FSAHX Fidelity Short Duration High Income Fund: 0.73% to 0.72%, saving $1 a year on every $10,000
  • FSLCX Fidelity Small Cap Stock Fund: 0.87% to 0.86%, saving $1 a year on every $10,000

Sources

Figures taken from SEC bulk data are rounded to 0.01%; the fund company's own documents may show a more precise number. The date is the prospectus date, which is usually when the new fee took effect.

This is a record of a fee change, not a recommendation. A fund's fee is one fact among many.