fidelity small cap value index fund

Past performance does not guarantee future returns. Are you sure you want to rest your choices? From there, we eliminated actively managed funds that lacked any indexing component. The objective of the actively managed ETF Tracking Basket is to construct a portfolio of stocks and representative index ETFs that tracks the daily performance of an actively managed ETF without exposing current holdings, trading activities, or internal equity research. {{fundDetails.morningstar.percentOfAssetsCovered | naCheckPercent:2}} as of {{fundDetails.morningstar.styleBoxDotLocationDate}}, {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Sectors as Percent of Equity'} : true)[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}}, {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Environmental'} : true)[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}}, {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Industry Diversification'} : true)[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}}, {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Sub-Sector Diversification'} : true)[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}}, {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Real Estate Sub Sector'} : true)[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}}, {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Sub-Industry Diversification'} : true)[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}}, {{(compositionService.getHoldingsData(fundDetails.holdings.fundHoldings[0].holdings, 'Bond Credit Quality', ['0M'])[0].holdingSubTypeLaggeds | filter:lagPeriod='0M')[0].laggedDate}}, {{(compositionService.getHoldingsData(fundDetails.holdings.fundHoldings[0].holdings, 'Total Credit Quality', ['0M'])[0].holdingSubTypeLaggeds | filter:lagPeriod='0M')[0].laggedDate}}, {{(holdingSubType.holdingSubTypeLaggeds | filter:lagPeriod='0M')[0].holdingsPercent | naCheckPercent:2}}, {{fundDetails.morningstar.ratingsAsOfDate}}, Morningstar Category: {{ fundDetails.morningstar.morningstarCategory | naCheck }}, {{quarterEndReturns.overview.portfolioInceptionDate | naCheck}}, {{monthEndReturnsData.overview.portfolioInceptionDate | naCheck}}, {{(fundDetails.hypothetical | limitTo:-1)[0].date}}, 3 Lipper Category: {{ (fundDetails.lipper[0].fundLipperData | filter:{lipperDataTypeCd:'MFTOLOBPG'})[0].lipperName | naCheck }}. Traditional IRA Which Is Better for You? The comparable Fidelity ZERO fund for this market segment is FZROX. This resulted in a preliminary list of 46 small-cap index funds. 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. 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. FIAM products and services may be presented by FDC LLC, a non-exclusive financial intermediary affiliated with FIAM and compensated for such services. Historical and current end-of-day data provided by FACTSET. This website uses cookies to improve your experience. The Vanguard Russell 2000 Value Index Fund owns 862 companies with a median market cap of $5.5 billion and an average 12.8% earnings growth rate. {{(compositionService.getAssetAllocationData(fundDetails.holdings.fundHoldings[0].holdings)[0].holdingSubTypes[0].holdingSubTypeLaggeds | filter:lagPeriod='0M')[0].laggedDate}}, As Of The fund takes the S&P SmallCap 600 Index as its benchmark. At no additional cost to you, if you choose to make a purchase or sign up for a service after clicking through those links, I may receive a small commission. Fidelity Small Cap Enhanced Index Fund The Small-Cap Enhanced Index Fund invests about 80% of assets in stocks that make up the Russell 2000 Index, but Fidelity aims to beat. 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. Do you own any of these Fidelity index funds? Where applicable, Ive included the comparable ZERO fund, but just remember I detailed here how you cannot buy or transfer those outside of Fidelity, so keep that in mind. Richard has more than 30 years of experience in the financial services industry as an advisor, managing director, and director of training and marketing, specializing in Finra exams, investing, and retirement planning. Editorial Note: We earn a commission from partner links on Forbes Advisor. Tail Risk What It Is and How To Hedge Against It, I Bonds Explained (US Savings Bonds) Ultimate Guide (2023), JEPI ETF Review JPMorgan Equity Premium Income ETF, Sharpe Ratio vs. Sortino vs. Calmar Risk Adjusted Return, Portfolio Risk Explained How To Think About Risk and Volatility, HNDL ETF Review Is HNDL a Good Investment? Benchmark: (7HANDL ETF). And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data. {{((fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Money Manager Allocation'})[0].holdingSubTypes[0].holdingSubTypeLaggeds | filter:{lagPeriod:'0M'})[0].laggedDate }}, As Of Its expense ratio is 0.64%. FIDELITY SMALL CAP INDEX FUND | Markets Insider Markets Stocks Indices Commodities Cryptocurrencies Currencies ETFs News Fidelity Small Cap Index Fund Fund , FSSNX 23.42. <bi-shortcode id="summary-shortcode" data-type="summary-shortcode" class="mceNonEditable" contenteditable="false">Summary List Placement</bi-shortcode><p>Dear Readers . Bond Index Fund FXNAX is an index fund for the total U.S. bond market for those wanting some asset class diversification outside stocks. Fidelity Small Cap Enhanced Index Fund (FCPEX) Boston Trust Walden Small Cap Fund (BOSOX) Invesco Main Street Small Cap Fund Class A (OSCAX) Steward Values-Focused Small-Mid Cap Enhanced Index Fund A (TRDFX) Show more Compare View Fund Picks From Fidelity Fund Manager (s) 6 Geode Capital Management Manager Tenure: since 9/8/2011 To help support our reporting work, and to continue our ability to provide this content for free to our readers, we receive compensation from the companies that advertise on the Forbes Advisor site. | Short-Term Trading Fee: {{featureValue.featureValue | naCheckPercent100:2}} The Russell 2000 Index measures the performance of the 2,000 smaller stocks that are listed in the Russell 3000 Index. Vanguard Group (Ireland) Limited. {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Sectors as Percent of Equity'} : true)[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}} 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. {{(fundDetails.lipper[0].fundLipperData | filter:{lipperDataTypeCd:'MFTOLOBPG'})[0].lipperDate}} It overweights components that are undervalued and also have strong relative growth and solid dividends. ({{fund.tradingSymbol}}), {{shareClassAttribute.displayShareClassShortName}}, {{managerInfo.firstName}} {{managerInfo.lastName}}, {{indexReturn.indexBasicData.indexShortName}}, Important Performance and Policy Information, Important Performance and Policy There is a contractual cap on the expenses borne by the Read more here. FISVX Fidelity Small Cap Value Index Fund, Check out my flat-fee-only fiduciary friends over at Advisor.com, Lowest Margin Rates Brokers (2023 Comparison), VTI ETF Review Is VTI a Good Investment? 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 {{fundDetails.morningstar.ratingsAsOfDate}} {{ fundDetails.morningstar.morningstarCategory }} funds, {{holdingSubTypeLagged.holdingsPercent | naCheckPercent}}, {{characteristicDetail.fundCharacteristicValue | forceRange0To100 | naCheckPercent}}, Range: {{characteristicDetail.characteristicName}}, FUND INCEPTION 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. Dimensional U.S. Fidelity ZERO Large Cap Index Fund ( FNILX) fund, which indicates the maximum level of expenses (with certain The comparable Fidelity ZERO fund for this market segment is FNILX. How To Beat the Market Using Leverage and Index Investing, 8 Reasons Why Im Not a Dividend Income Investor, M1 Borrow Review (How M1s Margin Loan Works), The 10 Best ETFs for Retirement Portfolios in 2023, The 4% Rule for Retirement Withdrawal Rate A Revisitation, Sequence of Return Risk in Retirement Explained. Given this possibility, weve included several small cap strategy funds. We'll assume you're ok with this, but you can opt-out if you wish. Don't want to do all this investing stuff yourself or feel overwhelmed? The Fund seeks to provide investment results that correspond to the total return of stocks of small-capitalization U.S. companies. 11 Jan 2010. 960 stocks covered by more than 179 equity research professionals 1. FNILX - Fidelity ZERO Large Cap Index Fund ; Previous Close, 13. Add 4- and 5-star active funds to your clients portfolio. FXNAX - Fidelity U.S. riskPeriod.informationRatio | naCheckPrecision:2}}, {{ riskPeriod.r2 Fidelity SAI Small-Mid Cap 500 Index Fund ( since 8/12/2015 ) Fidelity Flex Mid Cap Index Fund ( since 3/9/2017 ) Fidelity Commodity Strategy Fund ( since 5/30/2017 ) Spartan 500 Index Pool Class E ( since 11/3/2017 ) Fidelity ZERO International Index Fund ( since 8/2/2018 ) The fund is sponsored by State Street Global Advisors. We provide a platform for our authors to report on investments fairly, accurately, and from the investors point of view. Investors seeking a reasonably priced small cap fund, with the possibility of outperforming the unmanaged index, might investigate SFSNX. It is not a recommendation to buy, sell, or otherwise transact in any of the products mentioned. Once these stocks return to a fair valuation, investors should benefit from higher prices and capital growth. {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Country Diversification'})[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}} USA . Morningstar Category: are for illustrative purposes only. The 8 Best Small Cap ETFs (4 From Vanguard), The 5 Best EV ETFs Electric Vehicles ETFs, VIG vs. VYM Comparing Vanguards 2 Popular Dividend ETFs, The Best Vanguard Dividend Funds 4 Popular ETFs, The 5 Best Emerging Markets ETFs (1 From Vanguard) for 2023. This fund has an effective intermediate duration of about 6 years and seeks to track the Bloomberg U.S. From our perspective, the last ten years have rewarded small-cap value investors with healthy returns and robust dividends. If you are in a brokerage or IRA account at fidelity, then you can get the zero fee extended market fund FZIPX. We then composed our list by choosing a variety of options with the lowest relative fees and category-beating performance. Small-value funds invest in stocks of small companies that are less expensive or growing more slowly than the other small-cap stocks. Your financial situation is unique and the products and services we review may not be right for your circumstances. Vanguard. Unlock our full analysis with Morningstar Investor. Over the longer term, small-cap index funds have delivered superior returns to their large-cap brethren. Log in to see them here or sign up to get started. naCheckPercent:2}}, {{(holdingsSubType.holdingSubTypeLaggeds | filter:{lagPeriod:'0Q'})[0].holdingsPercent| See Fidelity Small Cap Value Fund (FCVAX) mutual fund ratings from all the top fund analysts in one place. The fund allocates a hefty 19% of its portfolio to the industrial sector and roughly 15% each to financials and consumer discretionary stocks. Global Small/Mid-Cap Equity. This is not financial advice, investing advice, or tax advice. 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. See Fidelity Small Cap Value Fund performance, holdings, fees, risk and other data . . VOO vs. VTI Vanguard S&P 500 or Total Stock Market ETF? The Manning & Napier Rainier International Discovery fund owns small-cap and mid-cap international stocks. Commissions, trailing commissions, management fees and expenses all may be associated with . 2023 Forbes Media LLC. Average turnover is about 24% of its portfolio. {{ fundDetails.holdings.fundHoldings[0].indexShortName}}, As Of {{fundDetails.morningstar.ratingsAsOfDate}}; Will financial advice help me save more for retirement? The fund is heavily weighted to industrial stocks, making up 30% of the portfolio, with 12% in consumer discretionary names and 10.4% in materials. Fidelity Mid Cap Value Fund (FSMVX) Victory Integrity Mid-Cap Value Fund Class A (MAIMX) MFS Mid Cap Value Fund Class A (MVCAX) American Century Mid Cap Value Fund Investor Class (ACMVX) Lord Abbett Mid Cap Stock Fund Class A (LAVLX) Show more Compare View Fund Picks From Fidelity Fund Manager (s) Geode Capital Management 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. About - My Toolbox - Privacy - Terms - Contact. Holding nearly 700 companies, with an average earnings growth rate of 18.4%, VSGAX should deliver a bang when the market recovers. Potential buyers should understand that the 0.10% net expense ratio is approximately one percentage point lower than the gross expense ratioso keep an eye on these fees over time. naCheckPrecision:2}}, {{ riskPeriod.indexRiskPeriod.sharpeRatio | naCheckPrecision:2

fidelity small cap value index fund 2023