fidelity small cap value index fund

document.getElementById("ak_js_1").setAttribute("value",(new Date()).getTime()); Sign up to receive email updates when a new post is published. Given this possibility, weve included several small cap strategy funds. We also use third-party cookies that help us analyze and understand how you use this website. {{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 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. (2023). The data displayed is what was available on the date selected. They do have some very affordable sector ETFs that I covered in a separate post here. Don't want to do all this investing stuff yourself or feel overwhelmed? {{ fundDetails.holdings.fundHoldings[0].indexShortName}}, As Of Disclaimer: While I love diving into investing-related data and playing around with backtests, I am in no way a certified expert. Provide specific products and services to you, such as portfolio management or data aggregation. Vanguard Small-Cap Value Index Fund(VSIAX), US Targeted Value Portfolio (I) - Prospectus, Tax-Managed U.S. 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) <bi-shortcode id="summary-shortcode" data-type="summary-shortcode" class="mceNonEditable" contenteditable="false">Summary List Placement</bi-shortcode><p>Dear Readers . His personal finance column appears on the sites of more than 100 regional and community banks. {{ fundDetails.holdings.fundHoldings[0].indexShortName}}, As Of {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Environmental'} : true)[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}} This website uses cookies to improve your experience. 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 The Tax-Managed U.S. . Roth IRA vs. Mutual fund investors looking to tap the small cap market might appreciate this zero minimum and zero management fee fund. You also have the option to opt-out of these cookies. FSGGX allows investors to get international exposure to the global stock market outside the U.S. by tracking the MSCI ACWI ex USA Index. I have no formal financial education. About - My Toolbox - Privacy - Terms - Contact. 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? VXUS vs. IXUS Vanguard or iShares International ETF? Add 4- and 5-star active funds to your clients portfolio. 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. Over the longer term, small-cap index funds have delivered superior returns to their large-cap brethren. We also respect individual opinionsthey represent the unvarnished thinking of our people and exacting analysis of our research processes. That's why we introduced zero expense ratio index mutual funds. This fund has about 500 holdings and an expense ratio of 0.015%. Information, Important Performance and Policy Contact Fidelity for a prospectus or a summary prospectus, if available, containing this information. For the best MarketWatch.com experience, please update to a modern browser. This category only includes cookies that ensures basic functionalities and security features of the website. Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. naCheckPrecision:2 }}, {{ 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. USD | NAV as of Mar 03, 2023 | 1-Day Return as of Mar 03, 2023, 11:14 PM GMT+0. Index funds tend to charge low expense ratios, so we only included funds that charge less than 0.40%. {{ fundDetails.morningstar.morningstarCategory | naCheck }}. 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 17-Feb-2023; Inception 04-Apr-2011; Benchmark MSCI All Country World Small Cap Index; Aggregate assets (all series) $19.5M. Gear advertisements and other marketing efforts towards your interests. Fund provider. 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Targeted Value Portfolio (DFFVX), TIAA-CREF Small-Cap Blend Index Fund (TISBX), Fidelity Small Cap Enhanced Index Fund (FCPEX). 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. To get the best possible experience please use the latest version of Chrome, Firefox, Safari, or Microsoft Edge to view this website. 2023 Forbes Media LLC. 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. Over the longer. naCheckPercent:2}}, {{(holdingsSubType.holdingSubTypeLaggeds | filter:{lagPeriod:'12M'})[0].holdingsPercent| FXAIX is Fidelitys offering for the famous S&P 500 Index, roughly the 500 largest profitable publicly traded companies in the United States. {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Regional Diversification'})[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}} Its expense ratio is 0.64%. Note that so far Fidelity has kept its broad stock market index offerings (e.g. 960 stocks covered by more than 179 equity research professionals 1. FIDELITY SMALL CAP INDEX FUND | Markets Insider Markets Stocks Indices Commodities Cryptocurrencies Currencies ETFs News Fidelity Small Cap Index Fund Fund , FSSNX 23.42. See Fidelity Small Cap Value Fund (FCVAX) mutual fund ratings from all the top fund analysts in one place. 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 | CUSIP: {{fundHistoricalPrices.cusipNo}} ET on Zacks.com Is Fidelity Small Cap Value (FCPVX) a Strong Mutual Fund Pick Right Now? The comparable Fidelity ZERO fund for this market segment is FZILX. Have Watchlists? (U.S. Stocks), 6 Popular Invesco ETFs for Indexing, Factors, & Income, How to Invest in the Dow Jones Index ETF Options. {{(fundDetails.hypothetical | limitTo:-1)[0].date}}, AS OF So all the funds on this list are mutual funds. My question is how this differs from the following allocation, which substitutes Fidelity's Extended Market Index Fund for Mid- and Small-Cap Index Funds: 83% Fidelity 500 Index Fund (FXAIX) 17% Fidelity Extended Market Index Fund (FSMAX) A different way to. The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers. 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. Morningstar Category: {{ fundDetails.morningstar.morningstarCategory | naCheck }}, As Of FZIPXs portfolio is made up of companies that lean toward the value camp. These cookies do not store any personal information. 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. {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Country Diversification'})[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}} 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 Note that we have deviated from the strict index fund classification by including two factor-based funds. Disclosure: Some of the links on this page are referral links. Distribution information is available for the last 10 years or to inception for fund's less than 10 years old. 5 Best Fidelity Mutual Funds to Buy in 2023 Jan. 12, 2023 at 12:03 a.m. 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 ) To give you perspective, the highest ER in my three-fund portfolio in Fidelity 401K (FXAIX, VTSNX, VBTIX) is 0.07%. Fidelity ZERO Large Cap Index Fund ( FNILX) Targeted Value Portfolio invests at least 80% of assets in small- and mid-cap companies that Dimensional believes are value stocks with higher profitability. riskPeriod.informationRatio | naCheckPrecision:2}}, {{ riskPeriod.r2 Align your investment choices with your personal values. 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. Do you own any of these Fidelity index funds? riskPeriod.beta | naCheckPrecision:2}}, {{

fidelity small cap value index fund 2023