fidelity small cap value index fund fidelity small cap value index fund

FXNAX has a fee of 0.025%. Traditional IRA Which Is Better for You? Its expense ratio is 0.06%. VTI vs. VTSAX Vanguard US Stock Market ETF or Mutual Fund? What Are Small-Cap Stocks, and Are They a Good Investment? About - My Toolbox - Privacy - Terms - Contact. The objective of the actively managed ETF Tracking Basket is to construct a portfolio of stocks and representative index ETFs that tracks the daily performance of an actively managed ETF without exposing current holdings, trading activities, or internal equity research. Contact Fidelity for a prospectus or a summary prospectus, if available, containing this information. Global Small/Mid-Cap Equity. {{ fundDetails.morningstar.morningstarCategory }} funds, {{holdingSubTypeLagged.holdingsPercent | naCheckPercent}}, {{characteristicDetail.fundCharacteristicValue | forceRange0To100 | naCheckPercent}}, Range: {{characteristicDetail.characteristicName}}, FUND INCEPTION With 6,374 constituents, the index covers about 14% of the free float-adjusted market capitalization in each country. 11 Jan 2010. Investopedia requires writers to use primary sources to support their work. 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. Switch Edition. They do have some very affordable sector ETFs that I covered in a separate post here. Targeted Value Portfolio invests at least 80% of assets in small- and mid-cap companies that Dimensional believes are value stocks with higher profitability. 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. The Fidelity ZERO Extended Market Index Fund tracks the Fidelity U.S. Extended Investable Market Index. Visit a quote page and your recently viewed tickers will be displayed here. The ticker for Fidelity's small cap index fund is FSSNX. 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 Russell 2000 Index measures the performance of the 2,000 smaller stocks that are listed in the Russell 3000 Index. The People Pillar is our evaluation of the FISVX management teams experience and ability. Information, Important Performance I lead the Paid Search marketing efforts at Gild Group. Targeted Value Portfolio is similar to the fund above, but with an emphasis on minimizing federal taxes. Don't want to do all this investing stuff yourself or feel overwhelmed? 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 Intraday Data provided by FACTSET and subject to terms of use. A wide range of highly rated 4- and 5-star Morningstar rated funds 2. Analyze the Fund Fidelity Small Cap Value Index Fund having Symbol FISVX for type mutual-funds and perform research on other mutual funds. Are you sure you want to rest your choices? So all the funds on this list are mutual funds. naCheck:'Not Available'}}. VXUS vs. VEU Which Vanguard Total International ETF? 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. The comparable Fidelity ZERO fund for this market segment is FZROX. Gear advertisements and other marketing efforts towards your interests. Don't subscribeAllReplies to my comments Notify me of followup comments via e-mail. The Small-Cap Value Index Fund is closed to new investors; however, Vanguard manages an exchange traded fund (ETF) version of the investment called Vanguard Small-Cap Value ETF (VBR). Fidelity seems to be winning the race to zero for fees on index funds. This resulted in a preliminary list of 46 small-cap index funds. ET on Zacks.com Is Fidelity Small Cap Value (FCPVX) a Strong Mutual Fund Pick Right Now? Shes enjoying her dream with publishing credits on US News and World Report, GoBanking Rates, Investopedia, MSN Money, Investors Business Daily and more. Benchmark: 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. RPAR Risk Parity ETF Review An All Weather Portfolio ETF? There is a contractual cap on the expenses borne by the Fidelity 500 Index Fund (ticker: FXAIX) For investors seeking exposure to the S&P 500, Steve Azoury, president of Azoury Financial in Troy, Michigan, likes FXAIX, calling it "a nice index fund. Will financial advice help me save more for retirement? {{fundDetails.morningstar.ratingsAsOfDate}} {{brickletData.riskMeasures.independentAsOfDate}}, {{ riskPeriod.independentRiskPeriod.sharpeRatio | "Vanguard Small-Cap Value Index Fund(VSIAX). Index Details The fund is sponsored by Fidelity. All quotes are in local exchange time. 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. naCheckPercent:2}}, {{(holdingsSubType.holdingSubTypeLaggeds | filter:{lagPeriod:'12M'})[0].holdingsPercent| Check out my flat-fee-only fiduciary friends over at Advisor.com. "US Targeted Value Portfolio (I). You can also subscribe without commenting. Fidelitys index fund for this market segment is FISVX, which seeks to track the Russell 2000 Value Index. Analytical and entrepreneurial-minded data nerd, usability enthusiast, Boglehead, and Oxford comma advocate. Note that we have deviated from the strict index fund classification by including two factor-based funds. {{((fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Total Number of Holdings'})[0].holdingSubTypes[0].holdingSubTypeLaggeds | filter:{lagPeriod:'0M'})[0].laggedDate }}, Out of {{((fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Total Number of Holdings'})[0].holdingSubTypes | 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. Maintaining independence and editorial freedom is essential to our mission of empowering investor success. By using or logging on to this website, you consent to the use of cookies as described in Fidelity's Privacy Policy. Fidelity Global Small Cap Fund. Disclosure: Some of the links on this page are referral links. Read more here. riskPeriod.independentRiskPeriod.annualizedStandardDeviation | The number of funds in Morningstar's {{ fundDetails.morningstar.morningstarCategory }} "US Targeted Value Portfolio (I) - Prospectus. ", Fidelity. FNILX - Fidelity ZERO Large Cap Index Fund ; Previous Close, 13. 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. Information, Important Performance 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. {{ fundDetails.holdings.fundHoldings[0].indexShortName}}, As Of Have Watchlists? Investment products discussed (ETFs, mutual funds, etc.) Although passive index funds are frequently recommended over active management, theres a camp that still believes actively managed small-cap funds are better. The remaining candidates included a short list of small-cap blend, value and growth funds. Before investing have your client consider the funds', variable investment products', or exchange traded products' investment objectives, risks, charges, and expenses. {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Regional Diversification'})[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}} {{(fundDetails.lipper[0].fundLipperData | filter:{lipperDataTypeCd:'MFTOLOBPG'})[0].lipperDate}} Select A Fund to View: Last Updated: {{relatedLit.lastUpdateDate}}, {{price.displayDollarDifference |naCheckDollarPlus}}, {{price.cumYtd.toString() | naCheckZeroOrPlus:2}}, {{fundDetails.priceStatistics.displayTwelveMonthLowNav | naCheckDollar}}, {{fundDetails.priceStatistics.displayTwelveMonthHighNav | naCheckDollar}}, of With lower valuations, bargain hunting investors might gravitate to VSIAX. Average turnover is about 24% of its portfolio. We also respect individual opinionsthey represent the unvarnished thinking of our people and exacting analysis of our research processes. 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 . The Vanguard 500 Index Fund has existed for 44 years, but the (original name) Fidelity Spartan US Index Fund has existed for 32 years. Were being punished after I remarried. Fund #: {{fundHistoricalPrices.fundNo}} In some instances, the as of date will be older than the date selected. See holdings data for Fidelity ZERO Large Cap Index Fund (FNILX). ", Dimensional Fund Advisors. ; {{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