fidelity small cap value index fund

USA . Add 4- and 5-star active funds to your clients portfolio. 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. Intraday Data provided by FACTSET and subject to terms of use. This fund has about 2,400 holdings and a fee of 0.055%. Verify your identity, personalize the content you receive, or create and administer your account. {{managerInformation.lastName}}, {{ fundDetails.holdings.fundHoldings[0].indexShortName}}, Important Performance and Policy Visit a quote page and your recently viewed tickers will be displayed here. Its expense ratio is 0.64%. The fund takes the S&P SmallCap 600 Index as its benchmark. It has an expense ratio of 0.33%. 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. Benchmark: 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. It has amassed assets over $727.14 million, making it one of the average sized ETFs attempting. You can learn more about the standards we follow in producing accurate, unbiased content in our. We also reference original research from other reputable publishers where appropriate. Find the latest Fidelity Small Cap Value Index Fund (FISVX) stock quote, history, news and other vital information to help you with your stock trading and investing. Is Fidelity Mid Cap Enhance Index Fund (FMEIX) a Strong Mutual . ", Fidelity. 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. Bond Index Fund FXNAX is an index fund for the total U.S. bond market for those wanting some asset class diversification outside stocks. If you are in a brokerage or IRA account at fidelity, then you can get the zero fee extended market fund FZIPX. 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) 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. "US Targeted Value Portfolio (I) - Prospectus. m 14kN ab FS max Sa*b b1I z 22103 1235106 0. From our perspective, the last ten years have rewarded small-cap value investors with healthy returns and robust dividends. The fund allocates a hefty 19% of its portfolio to the industrial sector and roughly 15% each to financials and consumer discretionary stocks. Subscriber Agreement & Terms of Use | FSGGX allows investors to get international exposure to the global stock market outside the U.S. by tracking the MSCI ACWI ex USA Index. FISVX: Fidelity Small Cap Value Index Fund - Bogleheads.org I feel very hurt: My late wifes parents cut me out of their will and reduced my daughters inheritance. All quotes are in local exchange time. | 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. FXAIX is Fidelitys offering for the famous S&P 500 Index, roughly the 500 largest profitable publicly traded companies in the United States. 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. Develop and improve features of our offerings. 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. Fidelity Global Small Cap Fund. Targeted Value Portfolio - Prospectus. Use the fields below to view prices & yields going back to a fund's inception date and distributions going back 10 years. No minimum investment mutual funds - Fidelity ", Dimensional Fund Advisors. TQQQ Is It A Good Investment for a Long Term Hold Strategy? Before investing have your client consider the funds', variable investment products', or exchange traded products' investment objectives, risks, charges, and expenses. {{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 We then composed our list by choosing a variety of options with the lowest relative fees and category-beating performance. Fidelity Flex Small Cap Index Fund ( since 3/9/2017 ) Spartan Developed International Index Pool Class A ( since 8/11/2017 ) Spartan Large Cap Value Index Pool Class A ( since 7/14/2017 ) Spartan Large Cap Growth Index Pool Class A ( since 7/14/2017 ) Fidelity Small Cap Growth Index Fund ( since 7/11/2019 ) {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Real Estate Sub Sector'} : true)[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}} The People Pillar is our evaluation of the FISVX management teams experience and ability. Should You Invest in the Fidelity MSCI Industrials Index ETF (FIDU)? The ticker for Fidelity's small cap index fund is FSSNX. Have Watchlists? Her Encyclopedia of Personal Finance is a teaching tool for financial literacy. Transamerica Partners Stock Index Ret OptThis Separate Account invests Morningstar Category: Information, Important Performance and Policy By using or logging on to this website, you consent to the use of cookies as described in Fidelity's Privacy Policy. 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 (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 Editorial Note: We earn a commission from partner links on Forbes Advisor. FISVX - Fidelity Small Cap Value Index Fund | Fidelity Investments The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers. FXNAX - Fidelity U.S. {{brickletData.riskMeasures.indexAsOfDate}}, As of {{brickletData.riskMeasures.dependentAsOfDate | naCheck}}, As of {{brickletData.riskMeasures.independentAsOfDate | naCheck}}, As of This website uses cookies to improve your experience. Aggregate Bond Index. {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Sub-Industry Diversification'} : true)[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}} ; expires on {{fundDetails.overview.expenseCapExpDate | 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 Targeted Value Portfolio (DTMVX), Dimensional U.S. Interested in more Lazy Portfolios? Information provided on Forbes Advisor is for educational purposes only. Fidelity Small Cap Value Index Fund (FISVX) - Yahoo! {{fundDetails.morningstar.ratingsAsOfDate}} ", Nuveen. FCPVX | Fidelity Small Cap Value Fund Overview | MarketWatch 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 investment seeks to track the performance of the CRSP US Small Cap Value Index that measures the investment return of small-capitalization value stocks. Privacy Policy and 5 U.S. Small-Cap Value Index Funds - Investopedia 8 Best Fidelity Index Funds for Retirement | GOBankingRates Internet Explorer users: we recommend using version 9 or newer when submitting date ranges greater than one year. 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. While RAIWXs dividend yield is lower than many international funds, smaller stocks typically lack the high dividend yields of their larger counterparts. The TIAA-CREF Small-Cap Blend Index Fund invests at least 80% of its assets in value and growth stocks found in the Russell 2000 Index. We may use it to: To learn more about how we handle and protect your data, visit our privacy center. The remaining candidates included a short list of small-cap blend, value and growth funds. Fidelity Small Cap Value Fund (FCVAX) - U.S. News & World Report Beginners Start Here 10 Steps To Start Building Wealth, What Is the Stock Market? It is currently ranked 1, placing it in top 6%. Fidelity Small Cap Value Index Fund NPRT3 | Fidelity Institutional 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. * Intended for individuals who manage their workplace retirement plans or other benefits through Fidelity. PSLDX A Review of the PIMCO StocksPLUS Long Duration Fund. Year Average, As of What do we do? A mid-cap fund is a type of investment fund that focuses its investments on companies with a capitalization in the middle range of listed stocks in the market. The fund employs an indexing investment approach designed to track the performance of the CRSP US Small Cap Value Index, a broadly diversified index of value stocks of small U.S. companies. To boost total returns, the fund also lends shares. The MSCI ACWI Small Cap Index captures small cap representation across 23 Developed Markets (DM) and 24 Emerging Markets (EM) countries*. Your financial situation is unique and the products and services we review may not be right for your circumstances. You might be using an unsupported or outdated browser. Benchmark: Targeted Value Portfolio, Dimensional Tax-Managed U.S. Targeted Value Portfolio invests at least 80% of assets in small- and mid-cap companies that Dimensional believes are value stocks with higher profitability. Our list of best small cap index funds offers a choice for value, growth, blend and strategy investors all for below-category fees. As Of 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. Paul's Mutual Fund Recommendations For Fidelity Updated January 4, 2021 Fund Symbol Aggressive Moderate Conservative Fidelity ZERO Large Cap Index FNILX 10% 6% 4% Fidelity Large Cap Value Index FLCOX 10% 6% 4% Fidelity Small Cap Index FSSNX 10% 6% 4% Fidelity Small Cap Value FISVX 10% 6% 4% Fidelity Real Estate Index Fund FSRNX [] Holding nearly 700 companies, with an average earnings growth rate of 18.4%, VSGAX should deliver a bang when the market recovers. These products and services are usually sold through license agreements or subscriptions. {{ fundDetails.morningstar.morningstarCategory | naCheck }}. ", Fidelity. Privacy Notice | There are currently no items in this Watchlist. 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. {{ fundDetails.overview.objectiveText | naCheck }}, {{ fundDetails.overview.strategyText | naCheck }}, {{ fundDetails.overview.riskText | naCheck }}, As Of Commissions, trailing commissions, management fees and expenses all may be associated with . It has an expense ratio of 0.44%. Like its benchmark index, the fund portfolios top holdings include financial stocks, industrials, tech stocks, healthcare and consumer cyclical names. 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. Lipper Category: {{ (fundDetails.lipper[0].fundLipperData | filter:{lipperDataTypeCd:'MFTOLOBPG'})[0].lipperName | naCheck }}. Analytical and entrepreneurial-minded data nerd, usability enthusiast, Boglehead, and Oxford comma advocate. Save my name, email, and website in this browser for the next time I comment. Information provided in, and presentation of, this document are for informational and educational purposes only and are not a recommendation to take any particular action, or any action at all, nor an offer or solicitation to buy or sell any securities or services presented. {{brickletData.riskMeasures.dependentAsOfDate}}, {{ Information, {{managerInformation.firstName}} ", Dimensional Fund Advisors. {{brickletData.riskMeasures.independentAsOfDate}}, {{ riskPeriod.independentRiskPeriod.sharpeRatio | Traditional IRA Which Is Better for You? Past performance is not indicative of future results. Fidelity Global Small Cap Opportunities Fund Fidelity Mid Cap Value Index Fund Total Market Index Fund - Fidelity Investments ET on Zacks.com Is Fidelity Small Cap Value (FCPVX) a Strong Mutual Fund Pick Right Now? ; Fidelity Global Small Cap Fund. The iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) was launched on 09/07/2016, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Blend segment . 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. Fxaix Etf Equivalent - kbstricks.it naCheckPercent:2}}, {{(holdingsSubType.holdingSubTypeLaggeds | filter:{lagPeriod:'12M'})[0].holdingsPercent| {{((holdingsRoot.holdingSubTypes)[0].holdingSubTypeLaggeds | filter:{lagPeriod:'0M'} )[0].laggedDate}}, As Of Index fund - Wikipedia Global Small/Mid-Cap Equity. naCheck:'Not Available'}}. {{(fundDetails.lipper[0].fundLipperData | filter:{lipperDataTypeCd:'MFTOLOBPG'})[0].lipperDate}} Mutual fund - Wikipedia 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. 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. | 1-Day Return as of Mar 03, 2023, 11:14 PM GMT+0, Muni National Intermediate-Term Bond Funds. It overweights components that are undervalued and also have strong relative growth and solid dividends. Performance information may have changed since the time of publication. 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

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