fidelity small cap value index fund

Once these stocks return to a fair valuation, investors should benefit from higher prices and capital growth. It is not investment advice. Contact Fidelity for a prospectus or a summary prospectus, if available, containing this information. 2023 Forbes Media LLC. Targeted Value Portfolio (DTMVX), Dimensional U.S. 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) RPAR Risk Parity ETF Review An All Weather Portfolio ETF? Dimensional achieves this by offsetting capital gains with losses and delaying capital gains until they are taxed at lower, long-term rates. These include white papers, government data, original reporting, and interviews with industry experts. Information provided on Forbes Advisor is for educational purposes only. {{(compositionService.getAssetAllocationData(fundDetails.holdings.fundHoldings[0].holdings)[0].holdingSubTypes[0].holdingSubTypeLaggeds | filter:lagPeriod='0M')[0].laggedDate}}, As Of Large Value. Over the longer. 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. "FidelitySmall Cap Enhanced Index Fund - Composition.". A mutual fund is an investment vehicle consisting of a portfolio of stocks, bonds, or other securities, overseen by a professional money manager. 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 Commissions do not affect our editors' opinions or evaluations. TQQQ Is It A Good Investment for a Long Term Hold Strategy? Vanguards Tax-Managed Small Cap index fund admiral shares have a $10,000 minimum investment requirement, making them cost prohibitive for some investors. Performance information may have changed since the time of publication. 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 ) | 1-Day Return as of Mar 03, 2023, 11:14 PM GMT+0, Muni National Intermediate-Term Bond Funds. The S&P 600 is an index of small-cap stocks managed by Standard & Poor's, comparable to the Russell 2000. The ticker for Fidelity's small cap index fund is FSSNX. Benchmark: {{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 U.S. 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. Index funds tend to charge low expense ratios, so we only included funds that charge less than 0.40%. It is mandatory to procure user consent prior to running these cookies on your website. 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 Read more here. This compensation may impact how and where listings appear. 2.80b. {{ fundDetails.holdings.fundHoldings[0].indexShortName}}, AS OF FXAIX is Fidelitys offering for the famous S&P 500 Index, roughly the 500 largest profitable publicly traded companies in the United States. 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{{((holdingsRoot.holdingSubTypes)[0].holdingSubTypeLaggeds | filter:{lagPeriod:'0M'})[0].holdingsPercent | naCheckPercent:2}}, {{(holdingsSubType.holdingSubTypeLaggeds | filter:{lagPeriod:'0M'})[0].holdingsPercent| naCheckPercent:2}}, {{(holdingsSubType.holdingSubTypeLaggeds | filter:{lagPeriod:'0Q'})[0].holdingsPercent| naCheckPercent:2}}, {{(holdingsSubType.holdingSubTypeLaggeds | filter:{lagPeriod:'12M'})[0].holdingsPercent| naCheckPercent:2}}, {{(holdingsSubType.holdingSubTypeLaggeds | filter:{lagPeriod:'0M'})[0].holdingsPercent| No. | Fidelity Small Cap Value Index Fund No Transaction Fee 1 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 Intraday Data provided by FACTSET and subject to terms of use. The Parent Pillar is our rating of FISVXs parent organizations priorities and whether theyre in line with investors interests. There are currently no items in this Watchlist. We sell different types of products and services to both investment professionals and individual investors. Create a list of the investments you want to track. Transamerica Large Cap Value Fund (TWQAX). See Fidelity Small Cap Value Fund performance, holdings, fees, risk and other data . 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. FIAM products and services may be presented by FDC LLC, a non-exclusive financial intermediary affiliated with FIAM and compensated for such services. From there, we eliminated actively managed funds that lacked any indexing component. exceptions) that the fund would pay; the respective contract Information, {{managerInformation.firstName}}

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