"Tax-Managed U.S. All Rights Reserved. Necessary cookies are absolutely essential for the website to function properly. Fidelitys index fund for this market segment is FISVX, which seeks to track the Russell 2000 Value Index. The S&P 600 is an index of small-cap stocks managed by Standard & Poor's, comparable to the Russell 2000. ; "Tax-Managed US Targeted Value Portfolio. The use of the term "advisor(s)" throughout this site shall refer to both investment advisors and broker dealers as a collective term. It is currently ranked 1, placing it in top 6%. Will financial advice help me save more for retirement? Looking a bit longer term, the fund gained 0.21% for the trailing 12 months, ahead of both the benchmark and the peer group average. Check out my flat-fee-only fiduciary friends over at Advisor.com. Distribution information is available for the last 10 years or to inception for fund's less than 10 years old. That means small-cap fund investors require patience to yield these superior results. Fidelity Flex Small Cap Index Fund ( since 3/9/2017 ) Spartan Developed International Index Pool Class A ( since 8/11/2017 ) Spartan Large Cap Value Index Pool Class A ( since 7/14/2017 ) Spartan Large Cap Growth Index Pool Class A ( since 7/14/2017 ) Fidelity Small Cap Growth Index Fund ( since 7/11/2019 ) "Vanguard Small-Cap Value ETF(VBR). Copyright 2023 Morningstar, Inc. All rights reserved. Please try again later. naCheckPrecision:2}}, as of {{fundDetails.wamData.durationDate}}, as of {{fundDetails.overview.annualizedTurnoverRateDate}}, {{ historicalReturn.annualReturn | naCheckPercent:2 }}, {{ historicalReturn.distData.totalCapitalGainsAmount | naCheckDollar:6 }}, {{ historicalReturn.distData.totalDividendsAmount | naCheckDollar:6 }}, {{ historicalReturn.distData.ytdMilRate | naCheckDollar:9 }}, {{cumTotReturns.overview.portfolioInceptionDate | naCheck}}, {{ price.cumYtd.toString() | naCheckPercentPlusMinus:2 }}, {{cumTotalReturnAtNav.oneMonthReturn | naCheckPercentPlusMinus:2}}, {{cumTotalReturnAtNav.threeMonthReturn | naCheckPercentPlusMinus:2}}, {{ cumTotalReturnAtNav.sixMonthReturn | naCheckPercentPlusMinus:2}}, {{cumTotalReturnAtNav.oneYearReturn | naCheckPercentPlusMinus:2}}, {{cumTotalReturnAtNav.threeYearReturn | naCheckPercentPlusMinus:2}}, {{cumTotalReturnAtNav.fiveYearReturn | naCheckPercentPlusMinus:2}}, {{cumTotalReturnAtNav.tenYearReturn | naCheckPercentPlusMinus:2}}, {{cumTotalReturnAtNav.lifeReturn | naCheckPercentPlusMinus:2}}, {{loadAfterTaxQuarterAtNav.oneMonthReturn | naCheckPercentPlusMinus:2}}, {{loadAfterTaxQuarterAtNav.threeMonthReturn | naCheckPercentPlusMinus:2}}, {{loadAfterTaxQuarterAtNav.sixMonthReturn | naCheckPercentPlusMinus:2}}, {{loadAfterTaxQuarterAtNav.oneYearReturn | naCheckPercentPlusMinus:2}}, {{loadAfterTaxQuarterAtNav.threeYearReturn | naCheckPercentPlusMinus:2}}, {{loadAfterTaxQuarterAtNav.fiveYearReturn | naCheckPercentPlusMinus:2}}, {{loadAfterTaxQuarterAtNav.tenYearReturn | naCheckPercentPlusMinus:2}}, {{loadAfterTaxQuarterAtNav.lifeReturn | naCheckPercentPlusMinus:2}}, {{(fundDetails.lipper[0].fundLipperData | filter:{lipperDataTypeCd:'MFTOLOBPG'})[0].lipperDate}}, Lipper Category: {{ (fundDetails.lipper[0].fundLipperData | filter:{lipperDataTypeCd:'MFTOLOBPG'})[0].lipperName | naCheck }}, {{ fundDetails.characteristics.asOfDate }}, {{ characteristic.fundCharacteristicValue | naDollarPercent : characteristic.characteristicDisplaySymbolCode }}, {{ characteristic.fundIndexValueDifference | naDollarPercent : characteristic.characteristicDisplaySymbolCode }}, {{ characteristic.fundSecuritiesCoverage.securitiesCovered }}, {{ characteristic.fundSecuritiesCoverage.totalSecurities }}, {{ characteristic.indexCharacteristicValue | naDollarPercent : characteristic.characteristicDisplaySymbolCode }}, Last 3 months: {{fundDetails.attribution[0].attribution3MonthsData.startDt }} - {{fundDetails.attribution[0].attribution3MonthsData.endDt }}, Last year: {{fundDetails.attribution[0].attribution12MonthsData.startDt }} - {{fundDetails.attribution[0].attribution12MonthsData.endDt }}, Last 3 years: {{fundDetails.attribution[0].attribution36MonthsData.startDt }} - {{fundDetails.attribution[0].attribution36MonthsData.endDt }}, Last 5 years: {{fundDetails.attribution[0].attribution60MonthsData.startDt }} - {{fundDetails.attribution[0].attribution60MonthsData.endDt }}, as of {{holdingSubTypeLaggeds.laggedDate}}, as of {{holdingSubTypeLaggeds.laggedDate }}, {{((holdingsRoot.holdingSubTypes)[0].holdingSubTypeLaggeds | filter:{lagPeriod:'0M'} )[0].laggedDate}}, {{((fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Money Manager Allocation'})[0].holdingSubTypes[0].holdingSubTypeLaggeds | filter:{lagPeriod:'0M'})[0].laggedDate }}, {{(compositionService.getAssetAllocationData(fundDetails.holdings.fundHoldings[0].holdings)[0].holdingSubTypes[0].holdingSubTypeLaggeds | filter:lagPeriod='0M')[0].laggedDate}}, {{holdingSubType.holdingValue | naCheckPercent:2 }}, {{(compositionService.getHoldingsData(fundDetails.holdings.fundHoldings[0].holdings, 'Fund of Fund Holding within a Fund', ['0M'])[0].holdingSubTypeLaggeds | filter:lagPeriod='0M')[0].laggedDate}}, {{ (holdingSubType.holdingSubTypeLaggeds | filter:lagPeriod='0M')[0].holdingsPercent | naCheckPercent:2 }}, {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Country Diversification'})[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}}, {{ holdingSubTypes.holdingValIndexValDiff | naCheckPercent: 2}}, {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Regional Diversification'})[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}}, {{holdingSubTypes.holdingValue | naCheckPercent: 2}}, {{ holdingSubTypes.indexValue | naCheckPercent: 2}}, {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Currency Diversification'})[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}}, {{fundDetails.priceStatistics.fundPriceStatsDate}}, {{dividendHistory.distributionAmount| naCheckDollar:5}}, {{dividendHistory.displayReinvestNav|checkDollar}}, {{(fundDetails.distributions[0].historicalDistributions | filter:{distributionType :'SCG',recordDate:capitalGains.recordDate})[0].distributionAmount|naCheckDollar:5}}, {{(fundDetails.distributions[0].historicalDistributions | filter:{distributionType :'LCG',recordDate:capitalGains.recordDate})[0].distributionAmount|naCheckDollar:5}}, {{capitalGains.distributionAmount|naCheckDollarMinDecimal:5}}, {{capitalGains.displayReinvestNav | checkDollar}}, | CUSIP: {{fundHistoricalPrices.cusipNo}}, | Symbol: {{fundHistoricalPrices.tradingSymbol}}, | Short-Term Trading Fee: {{featureValue.featureValue | naCheckPercent100:2}}, | Max Sales Charge: {{featureValue.featureValue | naCheckPercent100:2}}, | Period: {{featureValue.featureValue}} Days, 2022 Plan Sponsor Attitudes Survey: Highlight 5, Managing Uncertainty and Improving Diversification in Fidelity's Target Date Strategies, Plan Sponsor Attitudes Survey Highlight 5 Infographic, Fitting cryptocurrency into your estate plan, Why Bond Investors May Benefit from Actively Managed Mutual Funds and ETFs, Bitcoin and Digital Assets - Understanding the Digital Ecosystem, Stable Value for Capital Preservation and Diversification, The Intersection of Cryptocurrency and Wealth Management: What Advisors Need to Know Now, Exploring the Decade of Generational Wealth, Federal Reserve remains hawkish on interest rates amid fears of a looming recession, First Quarter 2023 Investment Research Update Conversation Starter, First Quarter 2023 Investment Research Update, Debt Ceiling: Issuance Impacted, Political Lines Drawn, First Quarter 2023 Quarterly Market Update Executive Summary, View the Advisor's Guide to Digital Assets, {{fund.legalName | subStringByLastSymbol:'-'}} {{((fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Money Manager Allocation'})[0].holdingSubTypes[0].holdingSubTypeLaggeds | filter:{lagPeriod:'0M'})[0].laggedDate }}, As Of Here well check out the 5 best Fidelity index funds for investors in 2023. This also provides a slight value tilt for SFSNXs portfolio. Information, Important Performance filter:{holdingSubTypeCode:'HLDCT'})[0].holdingValue}} holdings ", Fidelity. See Fidelity Small Cap Value Fund performance, holdings, fees, risk and other data . Fidelity Blue Chip Value Fund ( FBCVX ) Fidelity Large-Cap Value Enhanced Index Fund ( FLVEX ) Fidelity Stock Selector Large-Cap Value Fund ( FSLVX ) Fidelity Value Discovery Fund . This compensation may impact how and where listings appear. 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Contact Fidelity for a prospectus or a summary prospectus, if available, containing this information. "US Targeted Value Portfolio (I). {{((holdingsRoot.holdingSubTypes)[0].holdingSubTypeLaggeds | filter:{lagPeriod:'0M'} )[0].laggedDate}}, As Of "FidelitySmall Cap Enhanced Index Fund - Composition.". Fidelity has made a concerted effort of lowering its fees on its broad index funds in recent years, which in some instances are now the cheapest game in town, such as with their small line of ZERO funds with zero fees. The fund takes a factor-based approach in building its portfolioits an active management strategy, although RAIWX maintains a comparable weighting to the MSCI ACWI ex USA Small Cap Index, and also overlays sustainable growth with reasonable valuation screens. See Fidelity Small Cap Value Fund (FCVAX) mutual fund ratings from all the top fund analysts in one place. Fidelity NASDAQ Composite Index Fund No Transaction Fee 1 Monthly Fact Sheet (PDF) Prospectus More Morningstar Snapshot* AS OF 1/31/2023; Morningstar Category: Large Growth *Data provided by Morningstar Overall Rating Rating Information Returns Low AVG High Expenses LowAVGHigh Risk of this Category LOWERHIGHER More Performance 2 category was From there, we eliminated actively managed funds that lacked any indexing component. We may use it to: To learn more about how we handle and protect your data, visit our privacy center. There is a contractual cap on the expenses borne by the In some instances, the as of date will be older than the date selected. Your email address will not be published. As such, this fund is entirely U.S. large cap stocks, though its considered a sufficient proxy for the entire U.S. stock market. Value stocks typically trade at low prices relative toperformance. Fidelity 500 Index Fund ( since 8/4/2003 ) Fidelity SAI Small-Mid Cap 500 Index Fund ( since 8/12/2015 ) Fidelity Flex Mid Cap Index Fund ( since 3/9/2017 ) Spartan 500 Index Pool Class E ( since 11/3/2017 ) Fidelity Commodity Strategy Fund ( since 5/30/2017 ) The People Pillar is our evaluation of the FISVX management teams experience and ability. The fund employs an indexing investment approach designed to track the performance of the CRSP US Small Cap Value Index, a broadly diversified index of value stocks of small U.S. companies. Mutual fund investors looking to tap the small cap market might appreciate this zero minimum and zero management fee fund. exceptions) that the fund would pay; the respective contract Fidelity seems to be winning the race to zero for fees on index funds. Beginners Start Here 10 Steps To Start Building Wealth, What Is the Stock Market? | naCheckPrecision:2}}, {{ riskPeriod.annualizedTrackingError | naCheckPrecision:2}}, {{ riskPeriod.downsideVolatility | naCheckPrecision:2}}, {{ riskPeriod.relativeVolatility | naCheckPrecision:2}}, As of Fidelity Large Cap Core Enhanced Index Fund (FLCEX) All Similar Funds Franklin Rising Dividends Fund Class A (FRDPX) Fidelity Mega Cap Stock Fund (FGRTX) Fidelity Large Cap Core Enhanced Index Fund (FLCEX) T. Rowe Price Dividend Growth Fund (PRDGX) Jensen Quality Growth Fund Class J (JENSX) Information, Important Performance and Policy Log in to see them here or sign up to get started. Timely insights from our portfolio managers and analysts, Understanding the reality and potential of cryptocurrencies, {{managerTenureInfo.averageFidelityTenure | checkTenureValueInYears}}, {{managerTenureInfo.averageFundTenure | checkTenureValueInYears}}, {{averageAnnualTotalReturns.lifeReturn | naCheckPlus:2}}, {{cumlReturnsData.lifeReturn | naCheckPlus:2}}, {{dailyYields.daily.distributions.oneDayYield | naCheckPercent:2}}, {{holdingSubTypes.holdingValue | naCheckPercent:2}}, vs. {{ fundDetails.risk.indexShortName | naCheck }}, {{ fundDetails.risk.indexShortName | naCheck }}, {{((fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Aggregate of Top Holdings'})[0].holdingSubTypes | filter:{holdingSubTypeCode:'AGGR10'})[0].holdingValue | naCheckPercent: 2}}, {{((fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Aggregate of Top Holdings'})[0].holdingSubTypes | filter:{holdingSubTypeCode:'AGGR20'})[0].holdingValue | naCheckPercent:2}}, {{((fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Aggregate of Top Holdings'})[0].holdingSubTypes | filter:{holdingSubTypeCode:'AGGR50'})[0].holdingValue | naCheckPercent:2}}, {{ fundDetails.overview.annualizedTurnoverRate | naCheckPercent}}, {{managerTenureInfo.averageFidelityTenure | checkTenureValueInYears}} Year, {{managerTenureInfo.averageFundTenure | checkTenureValueInYears}} Year, at {{price.strikeTime | convertTimeAMPM}}, As of {{fundDetails.priceStatistics.fundPriceStatsDate}}, {{indexReturnOneValue.oneYearReturn | naCheckZeroOrPlus:2 }}, {{indexReturnOneValue.threeYearReturn | naCheckZeroOrPlus:2 }}, {{indexReturnOneValue.fiveYearReturn | naCheckZeroOrPlus:2 }}, {{indexReturnOneValue.tenYearReturn | naCheckZeroOrPlus:2 }}, {{indexReturnOneValue.lifeReturn | naCheckZeroOrPlus:2 }}, as of {{dailyYields.daily.distributions.asOfDate}}, as of {{fundDetails.priceStatistics.fundAssetsDate}}, {{fundDetails.priceStatistics.portfolioNetAssets/1000000 | currency}}, {{(fundDetails.overview.featureInformation | filter:{featureCode:'CTERB'})[0].featureValue.split('%')[1]}}, {{(fundDetails.overview.featureInformation | filter:{featureCode:'CTERB'})[0].featureValue.split('%')[0] | naCheckPercent | naCheck: na}}, {{(fundDetails.overview.featureInformation | filter:{featureCode:'CTERA'})[0].featureValue.split('%')[1]}}, {{(fundDetails.overview.featureInformation | filter:{featureCode:'CTERA'})[0].featureValue.split('%')[0] | naCheckPercent | naCheck: na}}, {{(fundDetails.overview.featureInformation | filter:{featureCode:'ERAER'})[0].featureValue.split('%')[1]}}, {{(fundDetails.overview.featureInformation | filter:{featureCode:'ERAER'})[0].featureValue.split('%')[0] | naCheckPercent | naCheck: na}}, {{(fundDetails.overview.featureInformation | filter:{featureCode:'TAFOE'})[0].featureValue.split('%')[1]}}, {{(fundDetails.overview.featureInformation | filter:{featureCode:'TAFOE'})[0].featureValue.split('%')[0] | naCheckPercent | naCheck: na}}, {{(fundDetails.overview.featureInformation | filter:{featureCode:'NTEXP'})[0].featureValue.split('%')[1]}}, {{(fundDetails.overview.featureInformation | filter:{featureCode:'NTEXP'})[0].featureValue.split('%')[0] | naCheckPercent | naCheck: na}}, {{(fundDetails.overview.featureInformation | filter:{featureCode:'ENOFW'})[0].featureValue.split('%')[1]}}, {{(fundDetails.overview.featureInformation | filter:{featureCode:'ENOFW'})[0].featureValue.split('%')[0] | naCheckPercent | naCheck: na}}, as of {{fundDetails.wamData.averageMaturityDaysDate}}, as of {{fundDetails.wamData.averageMaturityYearsDate}}, As of {{fundDetails.morningstar.ratingsAsOfDate}}, As of {{holdingSubTypeLagged.laggedDate}}, As of {{fundDetails.characteristics.asOfDate}}, As of News Investments Community Fix The Future Careers His personal finance column appears on the sites of more than 100 regional and community banks. ", Dimensional Fund Advisors. The U.S. As of Q1 2021, the mutual fund held about $44.7 billion in small- and mid-cap stocks that track the CRSP U.S. Small-Cap Value Index. Save my name, email, and website in this browser for the next time I comment. How It Works & How to Invest in It, How To Invest in an Index Fund The Best Index Funds, Portfolio Diversification How To Diversify Your Portfolio, Dollar Cost Averaging vs. PSLDX A Review of the PIMCO StocksPLUS Long Duration Fund. {{ fundDetails.overview.objectiveText | naCheck }}, {{ fundDetails.overview.strategyText | naCheck }}, {{ fundDetails.overview.riskText | naCheck }}, As Of The Forbes Advisor editorial team is independent and objective. Information, {{managerInformation.firstName}} At the end of April 2021, the fund held $4.8 billion invested in more than 1,900 positions. {{ fundDetails.holdings.fundHoldings[0].indexShortName}}, As Of Although passive index funds are frequently recommended over active management, theres a camp that still believes actively managed small-cap funds are better. The fund is sponsored by State Street Global Advisors. Information, {{indexData.indexBasicData.indexShortName }}, Important Performance and Policy Unlock our full analysis with Morningstar Investor. Disclaimer: While I love diving into investing-related data and playing around with backtests, I am in no way a certified expert. This fund gives small-cap growth investors broad, low-cost exposure to a corner of the market that may outperform once growth stocks are back in favor. Fidelity Institutional Asset Management (FIAM) investment management services and products are managed by the Fidelity Investments companies of FIAM LLC, a U.S. registered investment adviser, or Fidelity Institutional Asset Management Trust Company, a New Hampshire trust company. Additional index funds within these geographic markets may include indexes of companies that include rules based on company characteristics or factors, such as companies that are small, mid-sized, large, small value, large value, small growth, large growth, the level of gross profitability or investment capital, real estate, or indexes based on Terms of Service apply. are for illustrative purposes only. To boost total returns, the fund also lends shares. Like its benchmark index, the fund portfolios top holdings include financial stocks, industrials, tech stocks, healthcare and consumer cyclical names. Ready for a doughnut burger or pickle sub? I feel very hurt: My late wifes parents cut me out of their will and reduced my daughters inheritance. | . {{fundDetails.priceStatistics.fundPriceStatsDate}}. Fidelity Large Cap Value Index Fund No Transaction Fee 1 Monthly Fact Sheet (PDF) Prospectus More Morningstar Snapshot* AS OF 1/31/2023; Morningstar Category: Large Value *Data provided by Morningstar Overall Rating Rating Information Returns Low AVG High Expenses LowAVGHigh Risk of this Category LOWERHIGHER More Performance 2 Theranoss Elizabeth Holmes gives birth to second baby, pushes to delay starting her 11-year prison term, Elon Musks bid to implant chips into human brains shot down by FDA. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. Transamerica Large Cap Value Fund (TWQAX). Small-cap stocks are among the most volatile equity investments, although they can reward investors with the potential for higher growth rates than their larger competitors. This is way too high. Traditional IRA Which Is Better for You? So all the funds on this list are mutual funds. The offers that appear in this table are from partnerships from which Investopedia receives compensation. Fidelity Global Small Cap Fund. (U.S. Stocks), 6 Popular Invesco ETFs for Indexing, Factors, & Income, How to Invest in the Dow Jones Index ETF Options. {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Sectors as Percent of Equity'} : true)[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}} Its expense ratio is 0.06%. | Short-Term Trading Fee: {{featureValue.featureValue | naCheckPercent100:2}} Have Watchlists? naCheckPercent:2}}, {{holdingSubTypes.indexValue | naCheckPercent: 2}}, {{fundDetails.priceStatistics.displayMonthlyLowNav | checkDollar}}-{{fundDetails.priceStatistics.displayMonthlyHighNav | checkDollar }}, On {{fundDetails.priceStatistics.fundPriceStatsDate}}, {{fundDetails.priceStatistics.displayDailyNavAm | checkDollar }}, {{fundDetails.priceStatistics.displayThirteenWeekMovingAverageNav | checkDollar}}, {{fundDetails.priceStatistics.displayThirtyNineWeekMovingAverageNav | checkDollar }}, {{ yearEndNavs.displayDailyNavAm | checkDollar}}, {{(fundDetails.overview.featureInformation | filter:{featureCode:'64'})[0].featureValue | addPercent}}, {{fundDetails.overview.expenseCap| naCheckPercent: 2}}, {{(fundDetails.overview.featureInformation | filter:{featureCode:'RFPRD'})[0].featureValue}} Days, Distribution and/or Service (12b-1) ; Benchmark: {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Industry Diversification'} : true)[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}} Targeted Value Portfolio is similar to the fund above, but with an emphasis on minimizing federal taxes. Morningstar Category: {{ fundDetails.morningstar.morningstarCategory | naCheck }}, As Of This category only includes cookies that ensures basic functionalities and security features of the website. Required fields are marked *. In general, I think Fidelity has shown that it is more than capable of running an index fund, and that it is serious about them. Gear advertisements and other marketing efforts towards your interests. Morningstar Category: {{(fundDetails.lipper[0].fundLipperData | filter:{lipperDataTypeCd:'MFTOLOBPG'})[0].lipperDate}} 015% Expense Ratio Dividend Reinvestment Broad Diversification While Vanguard is my favorite. Index funds tend to charge low expense ratios, so we only included funds that charge less than 0.40%. FIAM products and services may be presented by FDC LLC, a non-exclusive financial intermediary affiliated with FIAM and compensated for such services. Information provided in, and presentation of, this document are for informational and educational purposes only and are not a recommendation to take any particular action, or any action at all, nor an offer or solicitation to buy or sell any securities or services presented. When you visit the site, Dotdash Meredith and its partners may store or retrieve information on your browser, mostly in the form of cookies. Benchmark: Roughly 21% of VSGAXs portfolio is in the healthcare sector, followed by 19% in industrials. Her Encyclopedia of Personal Finance is a teaching tool for financial literacy. Benchmark: It has amassed assets over $727.14 million, making it one of the average sized ETFs attempting. riskPeriod.independentRiskPeriod.annualizedStandardDeviation | {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Sub-Sector Diversification'} : true)[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}} 17-Feb-2023; Inception 04-Apr-2011; Benchmark MSCI All Country World Small Cap Index; Aggregate assets (all series) $19.5M. These Active Small-Cap Funds Are Ready to Run. The comparable Fidelity ZERO fund for this market segment is FNILX. Performance fee. Provide specific products and services to you, such as portfolio management or data aggregation. These include white papers, government data, original reporting, and interviews with industry experts. Paul's Mutual Fund Recommendations For Fidelity Updated January 4, 2021 Fund Symbol Aggressive Moderate Conservative Fidelity ZERO Large Cap Index FNILX 10% 6% 4% Fidelity Large Cap Value Index FLCOX 10% 6% 4% Fidelity Small Cap Index FSSNX 10% 6% 4% Fidelity Small Cap Value FISVX 10% 6% 4% Fidelity Real Estate Index Fund FSRNX [] To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research. 31-Jan-2023; MER 2.24%. Fidelity Small Cap Index Fund ( FSSNX) NEW Fidelity Small Cap Growth Index Fund ( FECGX) NEW Fidelity Small Cap Value Index Fund ( FISVX) Fidelity U.S. Sustainability Index Fund ( FITLX) Fidelity Total Market Index Fund ( FSKAX) Fidelity ZERO Total Market Index Fund ( FZROX) Fidelity ZERO Large Cap Index Fund ( FNILX) The fund's expense ratio is relatively low at 0.07%, which is the same as the ETF version (also 0.07%). Small-value funds invest in stocks of small companies that are less expensive or growing more slowly than the other small-cap stocks. Strength in Fidelity Small Cap Value Indexs People Pillar and Parent Pillar underpin this strategy's Morningstar Quantitative Rating of Bronze. m 14kN ab FS max Sa*b b1I z 22103 1235106 0. What Are Small-Cap Stocks, and Are They a Good Investment? riskPeriod.beta | naCheckPrecision:2}}, {{ As of Q1 2021, the fund held $12.9 billion in assets, with 27.6% allocated to financials, 21.6% to industrials, and 14% to consumer discretionary. ET on Zacks.com Is Fidelity Small Cap Value (FCPVX) a Strong Mutual Fund Pick Right Now? Intraday data delayed at least 15 minutes or per exchange requirements. | 1-Day Return as of Mar 03, 2023, 11:14 PM GMT+0, Muni National Intermediate-Term Bond Funds. The fund's Retail Class shares returned -4.05%, outperforming the -4.96% result of the benchmark, the Russell Midcap Value Index, and roughly in line with the peer group average. We also respect individual opinionsthey represent the unvarnished thinking of our people and exacting analysis of our research processes. * Intended for individuals who manage their workplace retirement plans or other benefits through Fidelity. As of Q1 2021, the fund held about $729 million in assets, with 23.1% allocated to healthcare, 16.6% to financials, and 16.3% to information technology.
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