Major holdings include Apple, Microsoft, Amazon, Tesla and Alphabet. 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A mutual fund is an investment vehicle consisting of a portfolio of stocks, bonds, or other securities, overseen by a professional money manager. . Fund provider. Intraday Data provided by FACTSET and subject to terms of use. 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. 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 Year Average, As of Fidelity Small Cap Value Index FISVX Morningstar Analyst Rating Quantitative rating as of Jan 31, 2023 | See Fidelity Investment Hub Quote Chart Fund Analysis Performance Sustainability. Maintaining independence and editorial freedom is essential to our mission of empowering investor success. 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. "US Targeted Value Portfolio (I). 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. We also use third-party cookies that help us analyze and understand how you use this website. 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. <bi-shortcode id="summary-shortcode" data-type="summary-shortcode" class="mceNonEditable" contenteditable="false">Summary List Placement</bi-shortcode><p>Dear Readers . All quotes are in local exchange time. See holdings data for Fidelity ZERO Large Cap Index Fund (FNILX). /316389832 . Information, Important Performance and Policy You might be using an unsupported or outdated browser. naCheck:'Not Available'}}. Do you own any of these Fidelity index funds? 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. {{ fundDetails.overview.objectiveText | naCheck }}, {{ fundDetails.overview.strategyText | naCheck }}, {{ fundDetails.overview.riskText | naCheck }}, As Of As Of naCheck:'Not Available'}}. FIDELITY SMALL CAP INDEX FUND | Markets Insider Markets Stocks Indices Commodities Cryptocurrencies Currencies ETFs News Fidelity Small Cap Index Fund Fund , FSSNX 23.42. NUSI ETF Review Is NUSI a Good Investment? Benchmark: Healthcare dominated its allocation at 21%, followed by financials with 17.2%, and information technology and industrials each with about 15%. {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Sectors as Percent of Equity'} : true)[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}} The use of the term "advisor(s)" throughout this site shall refer to both investment advisors and broker dealers as a collective term. Necessary cookies are absolutely essential for the website to function properly. Targeted Value Portfolio - Prospectus, FidelitySmall Cap Enhanced Index Fund - Composition, Vanguard Small-Cap Value Index Fund (VSIAX), Dimensional Tax-Managed U.S. Provide specific products and services to you, such as portfolio management or data aggregation. Copyright 2023 MarketWatch, Inc. All rights reserved. For wealthier investors, we included a tax-efficient small cap index fund. The number of funds in Morningstar's {{ fundDetails.morningstar.morningstarCategory }} 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 the index by using computer-aided, quantitative analysis to make its picks. We also reference original research from other reputable publishers where appropriate. Fidelity seems to be winning the race to zero for fees on index funds. Benchmark: This allows me to continue producing high-quality, ad-free content on this site and pays for the occasional cup of coffee. Barbara A. Friedberg, MS, MBA is a former portfolio manager and university investments instructor. The final list of best small cap index funds provides a reference list of high-quality, low-fee choices from top-shelf fund families. I can see Fidelity Small-Cap Value fund (FCPVX), but its expense ratio is 0.91%: https://fundresearch.fidelity.com/mutua . VT vs. VTI Global Stock Market vs. Total U.S. Stock Market. How we use your information depends on the product and service that you use and your relationship with us. Were being punished after I remarried. Switch Edition. Investopedia does not include all offers available in the marketplace. Targeted Value Portfolio is similar to the fund above, but with an emphasis on minimizing federal taxes. 11 Jan 2010. {{ fundDetails.morningstar.morningstarCategory }} funds, {{holdingSubTypeLagged.holdingsPercent | naCheckPercent}}, {{characteristicDetail.fundCharacteristicValue | forceRange0To100 | naCheckPercent}}, Range: {{characteristicDetail.characteristicName}}, FUND INCEPTION Investors seeking a reasonably priced small cap fund, with the possibility of outperforming the unmanaged index, might investigate SFSNX. Dimensional achieves this by offsetting capital gains with losses and delaying capital gains until they are taxed at lower, long-term rates. "FidelitySmall Cap Enhanced Index Fund - Composition.". Index Details The fund is sponsored by Fidelity. He has served as an editor or expert contributor for more than a dozen books, including Webvisor, Wealth Exposed, 5 Steps for Selecting the Best Financial Advisor, and The Retirement Bible.
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