fidelity small cap value index fund

naCheckPrecision:2 }}, {{ We also reference original research from other reputable publishers where appropriate. | Max Sales Charge: {{featureValue.featureValue | naCheckPercent100:2}} Fund #: {{fundHistoricalPrices.fundNo}} Value stocks typically trade at low prices relative toperformance. are for illustrative purposes only. Benchmark: The fund is sponsored by State Street Global Advisors. As of Q1 2021, it held $5.9 billion in assets, with 24.3% allocated to the financial sector, 22.4% to the industrial goods sector, and 15.1% to consumer discretionary. /316389832 . Fidelity ZERO Large Cap Index Fund ( FNILX) The zero expense ratio makes this fund among the most affordable paths to capturing returns from the small-cap sector of the U.S. stock market. Vanguard Global Small-Cap Index Fund GBP Acc - Fidelity About - My Toolbox - Privacy - Terms - Contact. The remaining candidates included a short list of small-cap blend, value and growth funds. Required fields are marked *. The ticker for Fidelity's small cap index fund is FSSNX. Targeted Value Portfolio, Russell 2000 Index Definition and Key Metrics, S&P 600: Standard & Poor's Small Business Benchmark Index, Mutual Funds: Different Types and How They Are Priced. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive. Given this possibility, weve included several small cap strategy funds. read. Targeted Value Portfolio invests at least 80% of assets in small- and mid-cap companies that Dimensional believes are value stocks with higher profitability. The sector weightings match up with the benchmark index, favoring financial stocks at 18.2% of the portfolio, industrials at 17.2% and nearly equal weightings of roughly 12% in consumer discretionary and information technology firms. 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 Russell 2000 Index measures the performance of the 2,000 smaller stocks that are listed in the Russell 3000 Index. Fidelity Small Cap Value Index Fund No Transaction Fee 1 Sell Monthly Fact Sheet (PDF) Prospectus More Morningstar Snapshot* AS OF 1/31/2023; Morningstar Category: Small Value *Data provided by Morningstar Overall Rating Rating Information Returns Low AVG High Expenses LowAVGHigh Risk of this Category LOWERHIGHER More Performance 2 Information, Important Performance and Policy FSMDX - Fidelity Mid Cap Index Fund | Fidelity Investments Lets dive into the best Fidelity index funds. So all the funds on this list are mutual funds. | 1-Day Return as of Mar 03, 2023, 11:14 PM GMT+0, Muni National Intermediate-Term Bond Funds. The Vanguard 500 Index Fund has existed for 44 years, but the (original name) Fidelity Spartan US Index Fund has existed for 32 years. 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. The fund normally invests at least 80% of assets in common stocks of large capitalization companies included in the Fidelity U. Fidelity Flex Mid Cap Index Fund - Fidelity Investments 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. ({{fund.tradingSymbol}}), {{shareClassAttribute.displayShareClassShortName}}, {{managerInfo.firstName}} {{managerInfo.lastName}}, {{indexReturn.indexBasicData.indexShortName}}, Important Performance and Policy Information, Important Performance and Policy How we use your information depends on the product and service that you use and your relationship with us. Should You Invest in the Fidelity MSCI Industrials Index ETF (FIDU)? The fund normally invests at least 80% of assets in securities included in the Russell 2000 Value Index, which is a market capitalization-weighted index designed to measure the performance. As Of Is Fidelity Mid Cap Enhance Index Fund (FMEIX) a Strong Mutual . naCheck:'Not Available'}}. Over the longer. Your email address will not be published. and excludes the value of any cash collateral held for securities on loan and a fund's net other . FIDELITY SMALL CAP INDEX FUND | Markets Insider Markets Stocks Indices Commodities Cryptocurrencies Currencies ETFs News Fidelity Small Cap Index Fund Fund , FSSNX 23.42. FISVX: Fidelity Small Cap Value Index Fund - Bogleheads.org 31-Jan-2023; MER 2.24%. Although passive index funds are frequently recommended over active management, theres a camp that still believes actively managed small-cap funds are better. Targeted Value Portfolio (DTMVX), Dimensional U.S. Performance information may have changed since the time of publication. FIDELITY SMALL CAP VALUE INDEX FUND | Markets Insider 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. Deep dives on Tesla and ZoomWisdom from world's best stock-pickerSmall Her Encyclopedia of Personal Finance is a teaching tool for financial literacy. "Tax-Managed U.S. 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. 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. "Tax-Managed US Targeted Value Portfolio. expires on {{fundDetails.overview.expenseCapExpDate | Small-value funds invest in stocks of small companies that are less expensive or growing more slowly than the other small-cap stocks. PSLDX A Review of the PIMCO StocksPLUS Long Duration Fund. 5 U.S. Small-Cap Value Index Funds - Investopedia FXAIX is Fidelitys offering for the famous S&P 500 Index, roughly the 500 largest profitable publicly traded companies in the United States. News Investments Community Fix The Future Careers Unlock our full analysis with Morningstar Investor. A mutual fund is an investment vehicle consisting of a portfolio of stocks, bonds, or other securities, overseen by a professional money manager. Cookies collect information about your preferences and your devices and are used to make the site work as you expect it to, to understand how you interact with the site, and to show advertisements that are targeted to your interests. Information, {{managerInformation.firstName}} From our perspective, the last ten years have rewarded small-cap value investors with healthy returns and robust dividends. {{((holdingsRoot.holdingSubTypes)[0].holdingSubTypeLaggeds | filter:{lagPeriod:'0M'} )[0].laggedDate}}, As Of Information, Important Performance and Policy 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. Small Value Funds | Morningstar SFSNXs average 10-year returns were in the top quartile of the category, demonstrating the potential of the strategy. {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Sectors as Percent of Equity'} : true)[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}} Investment products discussed (ETFs, mutual funds, etc.) TQQQ Is It A Good Investment for a Long Term Hold Strategy? riskPeriod.independentRiskPeriod.annualizedStandardDeviation | It is currently ranked 1, placing it in top 6%. Its expense ratio is 0.06%. . Cookie Notice (). To get the best possible experience please use the latest version of Chrome, Firefox, Safari, or Microsoft Edge to view this website. The use of the term "advisor(s)" throughout this site shall refer to both investment advisors and broker dealers as a collective term. It has an expense ratio of 0.44%. {{holdingSubTypeLaggeds.laggedDate}}, {{ fundDetails.overview.portfolioInceptionDate | naCheck}}, {{ price.cumYtd.toString() | naCheckZeroOrPlus:2 }}, {{fundDetails.prices[0].displayNav | checkDollar}}, as of {{fundDetails.prices[0].navDate | replaceByGivenString:'-':'/'}}, as of {{price.navDate | replaceByGivenString:'-':'/'}}. We began our search for the best small-cap index funds by building a list of Morningstars highest-rated U.S.-centric and international funds. The fund's benchmark is the Russel 2000 Value Index. 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. Average annual returns -31.32% year to date -22.63% one year 10.63% three years If you are in a brokerage or IRA account at fidelity, then you can get the zero fee extended market fund FZIPX. VT vs. VTI Global Stock Market vs. Total U.S. Stock Market. Commission-free ETFs | Actively managed, factor, sector - Fidelity ETFs Vanguards Tax-Managed Small Cap index fund admiral shares have a $10,000 minimum investment requirement, making them cost prohibitive for some investors. USA . {{fundDetails.morningstar.ratingsAsOfDate}} Total fund size. Information, Important Performance and Policy What do we do? It is not a recommendation to buy, sell, or otherwise transact in any of the products mentioned. View Composition, As Of Fxaix Etf Equivalent - kbstricks.it {{fundDetails.morningstar.ratingsAsOfDate}}; {{ fundDetails.morningstar.morningstarCategory | naCheck }}, {{((fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Total Number of Holdings'})[0].holdingSubTypes[0].holdingSubTypeLaggeds | filter:{lagPeriod:'0M'})[0].laggedDate }}, {{ fundDetails.morningstar.styleMapAsOfDate }}, Current fund assets covered: FXNAX - Fidelity U.S. Large Value. No minimum investment mutual funds - Fidelity These products and services are usually sold through license agreements or subscriptions. | Period: {{featureValue.featureValue}} Days 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. }}, {{ riskPeriod.indexRiskPeriod.annualizedStandardDeviation | 015% Expense Ratio Dividend Reinvestment Broad Diversification While Vanguard is my favorite. The MSCI ACWI Small Cap Index captures small cap representation across 23 Developed Markets (DM) and 24 Emerging Markets (EM) countries*. 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 Global Small Cap Opportunities Fund What Are Small-Cap Stocks, and Are They a Good Investment? Shes enjoying her dream with publishing credits on US News and World Report, GoBanking Rates, Investopedia, MSN Money, Investors Business Daily and more. Fidelity Small Cap Value Index Fund (FISVX) | Fidelity Institutional Fidelity Funds FISVX Fidelity Small Cap Value Index Fund Asset Class: Index Morningstar Category: Small Value NAV As of 01/27/2023 $23.17 Change +$0.10 YTD +8.07% 52-Week Range As of 12/31/2022 Low $20.03 High $26.45 Average Annual Returns As of 12/31/2022 Fidelity Small Cap Value Fund (FCPVX) Heartland Value Plus Fund Investor Class (HRVIX) Federated Hermes Clover Small Value Fund Class A (VSFAX) FPA Queens Road Small Cap Value Fund (QRSVX) Show more Compare View Fund Picks From Fidelity Fund Manager (s) Derek H Janssen since 1/30/2021 Gabriela B Kelleher since 5/1/2021 Commentary 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. Index Details The fund is sponsored by Fidelity. Editorial Note: We earn a commission from partner links on Forbes Advisor. Distribution information is available for the last 10 years or to inception for fund's less than 10 years old. Last Updated: January 17, 2023 No Comments 2 min. VOO vs. VTI Vanguard S&P 500 or Total Stock Market ETF? It has an expense ratio of 0.33%. Something went wrong while loading Watchlist. 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. 17-Feb-2023; Inception 04-Apr-2011; Benchmark MSCI All Country World Small Cap Index; Aggregate assets (all series) $19.5M. The fund's expense ratio is relatively low at 0.07%, which is the same as the ETF version (also 0.07%). The Forbes Advisor editorial team is independent and objective. The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers. The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FISVXs performance objective and investment process is for both security selection and portfolio construction. Fidelity Small Cap Value Index Fund (FISVX) - Yahoo! Lipper Category: {{ (fundDetails.lipper[0].fundLipperData | filter:{lipperDataTypeCd:'MFTOLOBPG'})[0].lipperName | naCheck }}. $21.85-$0.01 / -0.06%. Read more here. Before making any investment decisions, you should consult with your own professional advisers and take into account all of the particular facts and circumstances of your individual situation. {{ fundDetails.morningstar.morningstarCategory }} funds, {{holdingSubTypeLagged.holdingsPercent | naCheckPercent}}, {{characteristicDetail.fundCharacteristicValue | forceRange0To100 | naCheckPercent}}, Range: {{characteristicDetail.characteristicName}}, FUND INCEPTION It has amassed assets over $2.98 billion, making it one of the larger ETFs attempting to match the Mid Cap Value segment of the US. {{brickletData.riskMeasures.dependentAsOfDate}}, {{ 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. As such, this fund is entirely U.S. large cap stocks, though its considered a sufficient proxy for the entire U.S. stock market. {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Sub-Industry Diversification'} : true)[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}} You can also subscribe without commenting. Alternatively, you could get FSMAX, which is an "extended market" fund, which means it will have medium cap as well (everything except the S&P500). Fidelity Small Cap Value Index Fund ", Nuveen. I am not a financial advisor, portfolio manager, or accountant. Fsmax Vs Fsmaxm 14kN ab FS max Sa*b b1I z 22103 1235106 0. FSMAX's {{ fundDetails.morningstar.styleMapAsOfDate }}, As Of {{brickletData.riskMeasures.indexAsOfDate}}, As of {{brickletData.riskMeasures.dependentAsOfDate | naCheck}}, As of {{brickletData.riskMeasures.independentAsOfDate | naCheck}}, As of Fidelity has offered Fidelity-branded index funds for a pretty long time. With 6,374 constituents, the index covers about 14% of the free float-adjusted market capitalization in each country. 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. Fidelity Small Cap Value Index Fund It looks for companies that have a low price-to-book ratio, and will also consider price-to-cash flow and price-to-earnings ratios. I lead the Paid Search marketing efforts at Gild Group. {{(compositionService.getHoldingsData(fundDetails.holdings.fundHoldings[0].holdings, 'Fund of Fund Holding within a Fund', ['0M'])[0].holdingSubTypeLaggeds | filter:lagPeriod='0M')[0].laggedDate}}, As Of Fund provider. The 3 Best Vanguard Funds for Value Investors, Top 4 Mutual Fund Holders of Bank of America, 4 Large-Cap Core Mutual Funds to Consider. 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 {{ fundDetails.morningstar.morningstarCategory | naCheck }}. This fund has an effective intermediate duration of about 6 years and seeks to track the Bloomberg U.S. (7HANDL ETF). ", Vanguard. Fidelity Funds - Mutual Funds from Fidelity Investments Privacy Policy and Your financial situation is unique and the products and services we review may not be right for your circumstances. Registered investment products (including mutual funds and ETFs) and collective investment trusts managed by Fidelity Management Trust Company (FMTC) are offered by Fidelity Distributors Company LLC (FDC LLC), a registered broker-dealer. Fidelity Small Cap Value Index Fund FISVX Monthly Fact Sheet (PDF) Prospectus Morningstar Snapshot* AS OF 1/31/2023; Morningstar Category: Small Value *Data provided by Morningstar Overall Rating Rating Information Returns Low AVG High Expenses LowAVGHigh Risk of this Category LOWERHIGHER More Performance 1 This browser is no longer supported at MarketWatch. At the end of April 2021, the fund held $4.8 billion invested in more than 1,900 positions. {{(compositionService.getHoldingsData(fundDetails.holdings.fundHoldings[0].holdings, 'Bond Credit Quality', ['0M'])[0].holdingSubTypeLaggeds | filter:lagPeriod='0M')[0].laggedDate}} {{fundDetails.morningstar.ratingsAsOfDate}}; We also respect individual opinionsthey represent the unvarnished thinking of our people and exacting analysis of our research processes. Year Average, As of The fund normally invests at least 80% of assets in securities included in the Russell 2000 Value Index, which is a market capitalization-weighted index designed to measure the performance. There are currently no items in this Watchlist. {{ fundDetails.holdings.fundHoldings[0].indexShortName}}, As Of This fund has about 2,400 holdings and a fee of 0.055%. We sell different types of products and services to both investment professionals and individual investors. Internet Explorer users: we recommend using version 9 or newer when submitting date ranges greater than one year. Fidelity Large Cap Growth Index Fund (FSPGX) This fund invests at least 80% of its assets into securities included in the Russell 1000 Growth Index, with a focus on large-cap growth stocks. Fidelity Small Cap Value Index Fund FISVX Monthly Fact Sheet (PDF) Prospectus Morningstar Snapshot* AS OF 1/31/2023; Morningstar Category: Small Value *Data provided by Morningstar Overall Rating Rating Information Returns Low AVG High Expenses LowAVGHigh Risk of this Category LOWERHIGHER More Performance 1 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. This is way too high. The U.S. Targeted Value Portfolio, Dimensional Tax-Managed U.S. Beginners Start Here 10 Steps To Start Building Wealth, What Is the Stock Market? Log in to see them here or sign up to get started. Disclosure: Some of the links on this page are referral links. Get our overall rating based on a fundamental assessment of the pillars below. Read our editorial policy to learn more about our process. {{(compositionService.getHoldingsData(fundDetails.holdings.fundHoldings[0].holdings, 'Total Credit Quality', ['0M'])[0].holdingSubTypeLaggeds | filter:lagPeriod='0M')[0].laggedDate}}, AS OF We'd love to hear from you, please enter your comments. 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) We also use third-party cookies that help us analyze and understand how you use this website. ", Fidelity. The People Pillar is our evaluation of the FISVX management teams experience and ability. 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. The comparable Fidelity ZERO fund for this market segment is FZILX. Global Small/Mid-Cap Equity. 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. 2 We also offer zero minimum investment Fidelity Mutual Funds, no minimums to open an account, 3 no account fees for retail brokerage accounts, and 24/7 live customer service now that's value. Mutual fund - Wikipedia VTI vs. VTSAX Vanguard US Stock Market ETF or Mutual Fund? Please try again later. Total Market Index Fund - Fidelity Investments Schwabs Fundamental U.S. Small Company Index Fund tracks the Russell RAFI US Small Company Index. Copyright 2023 MarketWatch, Inc. All rights reserved. These cookies do not store any personal information. Fidelity Mid Cap Value Index Fund This website uses cookies to improve your experience. The data displayed is what was available on the date selected. Develop and improve features of our offerings. Privacy Notice | Save my name, email, and website in this browser for the next time I comment. No. Intraday data delayed at least 15 minutes or per exchange requirements. fund, which indicates the maximum level of expenses (with certain Their mutual funds also have no minimum investment requirement, unlike Vanguard. 2023 Forbes Media LLC. expires on {{fundDetails.overview.expenseCapExpDate | "TIAA-CREF Small-Cap Blend Index Fund. VXUS vs. VEU Which Vanguard Total International ETF? Maintaining independence and editorial freedom is essential to our mission of empowering investor success. Aggregate Bond Index. Fidelitys index fund for this market segment is FISVX, which seeks to track the Russell 2000 Value Index. It is not investment advice. FIAM products and services may be presented by FDC LLC, a non-exclusive financial intermediary affiliated with FIAM and compensated for such services. See Fidelity Small Cap Value Fund (FCVAX) mutual fund ratings from all the top fund analysts in one place. You might be using an unsupported or outdated browser. A wide range of highly rated 4- and 5-star Morningstar rated funds 2. This also provides a slight value tilt for SFSNXs portfolio. Major holdings include Apple, Microsoft, Amazon, Tesla and Alphabet. Fidelity Global Small Cap Fund. That's why we introduced zero expense ratio index mutual funds. {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Industry Diversification'} : true)[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}} Information, {{fundDetails.characteristics.indexShortName}}, {{(fundDetails.attribution[0].attribution3MonthsData.attributionInformation | filter:{attributionTypeCode:'Sector', attributionSubTypeCode:'primary'}:true)[0].indexLegalName | naCheck}}, {{ attributionData.attributionDisplayName | naCheck}}, {{(fundDetails.attribution[0].attribution3MonthsData.attributionInformation | filter:{attributionTypeCode:'Sub Sector', attributionSubTypeCode:'primary'}:true)[0].indexLegalName | naCheck}}, {{(fundDetails.attribution[0].attribution3MonthsData.attributionInformation | filter:{attributionTypeCode:'Asset Allocation', attributionSubTypeCode :'fund_total'})[0].attributionData[0].indexLegalName | naCheck}}, 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