fidelity small cap value index fund

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 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 . {{ fundDetails.morningstar.morningstarCategory }} funds, {{holdingSubTypeLagged.holdingsPercent | naCheckPercent}}, {{characteristicDetail.fundCharacteristicValue | forceRange0To100 | naCheckPercent}}, Range: {{characteristicDetail.characteristicName}}, FUND INCEPTION Performance information may have changed since the time of publication. Fidelity does not provide legal or tax advice. There are currently no items in this Watchlist. Information, {{indexData.indexBasicData.indexShortName }}, Important Performance and Policy I am not a financial advisor, portfolio manager, or accountant. We may use it to: To learn more about how we handle and protect your data, visit our privacy center. Historical and current end-of-day data provided by FACTSET. This website uses cookies to improve your experience while you navigate through the website. Note that so far Fidelity has kept its broad stock market index offerings (e.g. | Short-Term Trading Fee: {{featureValue.featureValue | naCheckPercent100:2}} VOO vs. VTI Vanguard S&P 500 or Total Stock Market ETF? There is a contractual cap on the expenses borne by the At the end of April 2021, the fund held $4.8 billion invested in more than 1,900 positions. These Active Small-Cap Funds Are Ready to Run. category was {{(fundDetails.hypothetical | limitTo:-1)[0].date}}, AS OF Ready for a doughnut burger or pickle sub? View Composition, As Of The comparable Fidelity ZERO fund for this market segment is FNILX. 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. Fidelity has offered Fidelity-branded index funds for a pretty long time. Small-value funds invest in stocks of small companies that are less expensive or growing more slowly than the other small-cap stocks. 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. Strength in Fidelity Small Cap Value Indexs People Pillar and Parent Pillar underpin this strategy's Morningstar Quantitative Rating of Bronze. Information, Important Performance As of Q1 2021, the mutual fund held about $44.7 billion in small- and mid-cap stocks that track the CRSP U.S. Small-Cap Value Index. | Max Sales Charge: {{featureValue.featureValue | naCheckPercent100:2}} Read our editorial policy to learn more about our process. {{((holdingsRoot.holdingSubTypes)[0].holdingSubTypeLaggeds | filter:{lagPeriod:'0M'} )[0].laggedDate}}, As Of VXUS vs. VEU Which Vanguard Total International ETF? Beginners Start Here 10 Steps To Start Building Wealth, What Is the Stock Market? But opting out of some of these cookies may affect your browsing experience. VTI vs. VTSAX Vanguard US Stock Market ETF or Mutual Fund? Let me know in the comments. 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. The next two largest sectors are technology and consumer discretionary with 18.6% and 14.9% respectively. About - My Toolbox - Privacy - Terms - Contact. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters. That means small-cap fund investors require patience to yield these superior results. To get the best possible experience please use the latest version of Chrome, Firefox, Safari, or Microsoft Edge to view this website. See Fidelity Small Cap Value Fund performance, holdings, fees, risk and other data . 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. 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 Log in to see them here or sign up to get started. The remaining candidates included a short list of small-cap blend, value and growth funds. It overweights components that are undervalued and also have strong relative growth and solid dividends. Fidelity Blue Chip Value Fund ( FBCVX ) Fidelity Large-Cap Value Enhanced Index Fund ( FLVEX ) Fidelity Stock Selector Large-Cap Value Fund ( FSLVX ) Fidelity Value Discovery Fund . riskPeriod.independentRiskPeriod.annualizedStandardDeviation | Targeted Value Portfolio invests at least 80% of assets in small- and mid-cap companies that Dimensional believes are value stocks with higher profitability. Note that we have deviated from the strict index fund classification by including two factor-based funds. Fidelity Large Cap Value Index Fund No Transaction Fee 1 Monthly Fact Sheet (PDF) Prospectus More Morningstar Snapshot* AS OF 1/31/2023; Morningstar Category: Large Value *Data provided by Morningstar Overall Rating Rating Information Returns Low AVG High Expenses LowAVGHigh Risk of this Category LOWERHIGHER More Performance 2 and excludes the value of any cash collateral held for securities on loan and a fund's net other . No. expires on {{fundDetails.overview.expenseCapExpDate | expires on {{fundDetails.overview.expenseCapExpDate | Targeted Value Portfolio - Prospectus, FidelitySmall Cap Enhanced Index Fund - Composition, Vanguard Small-Cap Value Index Fund (VSIAX), Dimensional Tax-Managed U.S. Do you own any of these Fidelity index funds? Dont want to do all this investing stuff yourself or feel overwhelmed? . "US Targeted Value Portfolio (I). The ticker for Fidelity's small cap index fund is FSSNX. 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. exceptions) that the fund would pay; the respective contract 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. Don't want to do all this investing stuff yourself or feel overwhelmed? Privacy Policy and Fund #: {{fundHistoricalPrices.fundNo}} 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) Stocks in the bottom 10% of the capitalization of the. naCheckPercent:2}}, {{(holdingsSubType.holdingSubTypeLaggeds | filter:{lagPeriod:'12M'})[0].holdingsPercent| exceptions) that the fund would pay; the respective contract 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. Dimensional U.S. {{ fundDetails.holdings.fundHoldings[0].indexShortName}}, As Of The equivalent Fidelity index fund to FZIPX is the. {{ fundDetails.holdings.fundHoldings[0].indexShortName}}, As Of I feel very hurt: My late wifes parents cut me out of their will and reduced my daughters inheritance. Over the longer. S&P 500, total U.S. stock market, etc.) 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 . Roth IRA vs. FIAM products and services may be presented by FDC LLC, a non-exclusive financial intermediary affiliated with FIAM and compensated for such services. 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:'Regional Diversification'})[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}} The fund takes a factor-based approach in building its portfolioits an active management strategy, although RAIWX maintains a comparable weighting to the MSCI ACWI ex USA Small Cap Index, and also overlays sustainable growth with reasonable valuation screens. {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Industry Diversification'} : true)[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}} VOO vs. VOOV vs. VOOG Vanguard S&P 500, Value, or Growth? Verify your identity, personalize the content you receive, or create and administer your account. naCheckPrecision:2 }}, {{ 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. 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. 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. As of Q1 2021, the fund held $12.9 billion in assets, with 27.6% allocated to financials, 21.6% to industrials, and 14% to consumer discretionary.