fidelity small cap value index fund

/316389832 . Average annual returns -31.32% year to date -22.63% one year 10.63% three years The ticker for Fidelity's small cap index fund is FSSNX. What do we do? Align your investment choices with your personal values. This website uses cookies to improve your experience while you navigate through the website. 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. The S&P 600 is an index of small-cap stocks managed by Standard & Poor's, comparable to the Russell 2000. KFCs Double Down isnt the only sandwich going beyond the bun. Our diverse fund line-up is designed to help you meet investment objectives and asset allocation needs. {{fundDetails.morningstar.ratingsAsOfDate}}; 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 I lead the Paid Search marketing efforts at Gild Group. The fund's benchmark is the Russel 2000 Value Index. {{ fundDetails.holdings.fundHoldings[0].indexShortName}}, As Of 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. Note that so far Fidelity has kept its broad stock market index offerings (e.g. fees, {{ minimumsIntInv.featureValue | naCheckDollar:2}}, {{ minimumsAddInv.featureValue | naCheckDollar:2}}, {{ minimumsAutoAccBui.featureValue | naCheckDollar:2}}, {{ minimumsRegBal.featureValue | naCheckDollar:2}}, {{ minimumsDirDep.featureValue | naCheckDollar:2}}, {{price.date | replaceByGivenString:'-':'' | yyyyMMddFilter}}, {{price.displayNavChg | checkDollar | checkPlusMinus}}, {{price.milRate | naCheckPrecisionNoExp:9}}, {{nineStrikePrice.displayNav | checkDollar | naCheck}}, {{noonStrikePrice.displayNav | checkDollar | naCheck}}, {{threeStrikePrice.displayNav | checkDollar | naCheck}}, {{price.displayNav | checkDollar | naCheck}}, {{price.capitalInformation.dailyLiquidityPercentage | naCheckPercent}}, {{price.capitalInformation.weeklyLiquidityPercentage |naCheckPercent}}, {{price.dailyMarketValue | naCheckDollar:4}}, {{price.exDate | stringToDate | date:'MM/dd/yyyy' }}, {{price.payDate | stringToDate | date:'MM/dd/yyyy'}}, {{price.displayReinvestNav | checkDollar}}, {{price.shortTermGain | naCheckPrecision:5}}, {{price.longTermGain | naCheckPrecision:5}}. Targeted Value Portfolio, Dimensional Tax-Managed U.S. Let me know in the comments. 5 Best Fidelity Mutual Funds to Buy in 2023 Jan. 12, 2023 at 12:03 a.m. All Rights Reserved. FIDELITY SMALL CAP INDEX FUND | Markets Insider Markets Stocks Indices Commodities Cryptocurrencies Currencies ETFs News Fidelity Small Cap Index Fund Fund , FSSNX 23.42. Transamerica Large Cap Value Fund (TWQAX). It invests in securities included in the Russell 2000 Value Index, a market cap-weighted index designed to measure the performance of the small-cap value segment of the U.S. equity market. Provide specific products and services to you, such as portfolio management or data aggregation. It is mandatory to procure user consent prior to running these cookies on your website. Fidelity ZERO Large Cap Index Fund ( FNILX) Fidelity and its representatives may have a conflict of interest in the products or services mentioned in these materials because they have a financial interest in them, and receive compensation, directly or indirectly, in connection with the management, distribution, and /or servicing of these products or services, including Fidelity funds, certain third-party funds and products, and certain investment services. 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. Information, Important Performance and Policy A mutual fund is an investment fund that pools money from many investors to purchase securities.The term is typically used in the United States, Canada, and India, while similar structures across the globe include the SICAV in Europe ('investment company with variable capital') and open-ended investment company (OEIC) in the UK.. Mutual funds are often classified by their principal investments . 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. You might be using an unsupported or outdated browser. The U.S. Average turnover is about 24% of its portfolio. riskPeriod.informationRatio | naCheckPrecision:2}}, {{ riskPeriod.r2 "US Targeted Value Portfolio (I). That said, theres no lack of conflicting data and opinions on this thesis, depending upon your time frame. Stocks in the bottom 10% of the capitalization of the. Verify your identity, personalize the content you receive, or create and administer your account. This is way too high. VTI vs. VTSAX Vanguard US Stock Market ETF or Mutual Fund? 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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. ; See holdings data for Fidelity ZERO Large Cap Index Fund (FNILX). We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers. You can find out more about our use, change your default settings, and withdraw your consent at any time with effect for the future by visiting Cookies Settings, which can also be found in the footer of the site. Have Watchlists? exceptions) that the fund would pay; the respective contract Switch Edition. View Composition, As Of USD | NAV as of Mar 03, 2023 | 1-Day Return as of Mar 03, 2023, 11:14 PM GMT+0. To get the best possible experience please use the latest version of Chrome, Firefox, Safari, or Microsoft Edge to view this website. {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Regional Diversification'})[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}} {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Currency Diversification'})[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}} 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) "US Targeted Value Portfolio (I) - Prospectus. Commissions do not affect our editors' opinions or evaluations. Given this possibility, weve included several small cap strategy funds. Read more here. For wealthier investors, we included a tax-efficient small cap index fund. This fund has about 4,000 holdings and an expense ratio of 0.015%. naCheckPercent:2}}, {{(holdingsSubType.holdingSubTypeLaggeds | filter:{lagPeriod:'0Q'})[0].holdingsPercent| 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. These cookies will be stored in your browser only with your consent. Bond Index Fund FXNAX is an index fund for the total U.S. bond market for those wanting some asset class diversification outside stocks. I have first-hand experience with every product or service I recommend, and I recommend them because I genuinely believe they are useful, not because of the commission I get if you decide to purchase through my links. Its expense ratio is 0.06%. 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 provided on Forbes Advisor is for educational purposes only. 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. The TLIC Separate Account invested in the Investor Class Shares of the underlying mutual fund prior to 05-14-10 but currently invests in the Transamerica Partners Stock Index - Collective Trust Fund. This fund has an effective intermediate duration of about 6 years and seeks to track the Bloomberg U.S. See the full list here. Disclosure: Some of the links on this page are referral links. Investment products discussed (ETFs, mutual funds, etc.) 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. The offers that appear in this table are from partnerships from which Investopedia receives compensation. Note that we have deviated from the strict index fund classification by including two factor-based funds. "Vanguard Small-Cap Value Index Fund(VSIAX). Add 4- and 5-star active funds to your clients portfolio. Fund provider. Check out my flat-fee-only fiduciary friends over at Advisor.com. What it will take to get a contrarian buy signal for gold, Bombay Sapphire ups the lemony flavor in this elegant, refreshing addition to its gin lineup, An orphan at 65: setting new priorities after the loss of your parents, U.S. prepares new rules on investment in China. 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. {{ fundDetails.overview.portfolioInceptionDate | naCheck}}. Disclaimer: While I love diving into investing-related data and playing around with backtests, I am in no way a certified expert. as mutual funds; they dont have ETFs available for these yet. {{ fundDetails.holdings.fundHoldings[0].indexShortName}}, As Of The information on this website is for informational and recreational purposes only. {{((holdingsRoot.holdingSubTypes)[0].holdingSubTypeLaggeds | filter:{lagPeriod:'0M'} )[0].laggedDate}}, As Of The Fund seeks to provide investment results that correspond to the total return of stocks of small-capitalization U.S. companies. We also reference original research from other reputable publishers where appropriate. Share class launch date. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. 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. Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. From our perspective, the last ten years have rewarded small-cap value investors with healthy returns and robust dividends. 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 Terms of Service apply. FXAIX is Fidelitys offering for the famous S&P 500 Index, roughly the 500 largest profitable publicly traded companies in the United States. Fidelity has offered Fidelity-branded index funds for a pretty long time. Over the longer. I can see Fidelity Small-Cap Value fund (FCPVX), but its expense ratio is 0.91%: https://fundresearch.fidelity.com/mutua . {{(fundDetails.hypothetical | limitTo:-1)[0].date}}, AS OF FSKAX goes a bit further and includes small and mid caps within the U.S., thereby capturing the entire U.S. stock market via the Dow Jones U.S. Total Stock Market Index. If you are in a brokerage or IRA account at fidelity, then you can get the zero fee extended market fund FZIPX. Value stocks typically trade at low prices relative toperformance. We also use third-party cookies that help us analyze and understand how you use this website. Something went wrong. Analyze the Fund Fidelity Small Cap Value Index Fund having Symbol FISVX for type mutual-funds and perform research on other mutual funds. Index Details The fund is sponsored by Fidelity. 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 ) FXNAX - Fidelity U.S. The Vanguard 500 Index Fund has existed for 44 years, but the (original name) Fidelity Spartan US Index Fund has existed for 32 years. 11 Jan 2010. There is a contractual cap on the expenses borne by the 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. I have no formal financial education. 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. A small-cap stock has a total share value of $300 million to $2 billion, although the precise figures used vary among brokerages. {{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 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. 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 See Fidelity Small Cap Value Fund (FCVAX) mutual fund ratings from all the top fund analysts in one place. Fidelitys index fund for this market segment is FISVX, which seeks to track the Russell 2000 Value Index. Create a list of the investments you want to track. 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 ) Morningstar Category: Commissions, trailing commissions, management fees and expenses all may be associated with . Use the fields below to view prices & yields going back to a fund's inception date and distributions going back 10 years. Privacy Policy and Beginners Start Here 10 Steps To Start Building Wealth, What Is the Stock Market? Don't subscribeAllReplies to my comments Notify me of followup comments via e-mail. Intraday Data provided by FACTSET and subject to terms of use. Were being punished after I remarried. 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. The Forbes Advisor editorial team is independent and objective. 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 This allows me to continue producing high-quality, ad-free content on this site and pays for the occasional cup of coffee. As Of Will financial advice help me save more for retirement? | 1-Day Return as of Mar 03, 2023, 11:14 PM GMT+0, Muni National Intermediate-Term Bond Funds. To give you perspective, the highest ER in my three-fund portfolio in Fidelity 401K (FXAIX, VTSNX, VBTIX) is 0.07%. 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 {{ fundDetails.morningstar.morningstarCategory }} funds, {{holdingSubTypeLagged.holdingsPercent | naCheckPercent}}, {{characteristicDetail.fundCharacteristicValue | forceRange0To100 | naCheckPercent}}, Range: {{characteristicDetail.characteristicName}}, FUND INCEPTION 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. Performance information may have changed since the time of publication. 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. FXNAX is an index fund for the total U.S. bond market for those wanting some asset class diversification outside stocks. OptimizedPortfolio.com is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to Amazon.com. The use of the term "advisor(s)" throughout this site shall refer to both investment advisors and broker dealers as a collective term. Download Data. * Intended for individuals who manage their workplace retirement plans or other benefits through Fidelity. 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 Ready for a doughnut burger or pickle sub? The MSCI ACWI Small Cap Index captures small cap representation across 23 Developed Markets (DM) and 24 Emerging Markets (EM) countries*. 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. Sundowner Krawler Hauler, Who Is Mary In Verizon Commercial, Florida State University Hockey Roster, Articles F