The Fund seeks to provide investment results that correspond to the total return of stocks of small-capitalization U.S. companies. 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. See additional Morningstar Rating information, As Of I'm not a big fan of social media, but you can find me on LinkedIn and Reddit. Wed like to share more about how we work and what drives our day-to-day business. 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. {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Sub-Industry Diversification'} : true)[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}} {{fundDetails.priceStatistics.fundPriceStatsDate}}. Benchmark: The Vanguard 500 Index Fund has existed for 44 years, but the (original name) Fidelity Spartan US Index Fund has existed for 32 years. . Past performance is not indicative of future results.
Total Market Index Fund - Fidelity Investments Transamerica Large Cap Value Fund (TWQAX). Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. Fidelity Global Small Cap Fund. From there, we eliminated actively managed funds that lacked any indexing component. Roth IRA vs. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website.
FISVX | Fidelity Small Cap Value Index Fund Overview | MarketWatch Fidelity does not provide legal or tax advice. VT vs. VTI Global Stock Market vs. Total U.S. Stock Market. ; This compensation may impact how and where listings appear. If you are in a brokerage or IRA account at fidelity, then you can get the zero fee extended market fund FZIPX. fund, which indicates the maximum level of expenses (with certain Cookies collect information about your preferences and your devices and are used to make the site work as you expect it to, to understand how you interact with the site, and to show advertisements that are targeted to your interests. "US Targeted Value Portfolio (I) - Prospectus. The Fidelity ZERO Extended Market Index Fund tracks the Fidelity U.S. Extended Investable Market Index.
'RAFI rocks!' Arnott touts original smart beta strategy after value rebound Information, {{fundDetails.characteristics.indexShortName}}, {{(fundDetails.attribution[0].attribution3MonthsData.attributionInformation | filter:{attributionTypeCode:'Sector', attributionSubTypeCode:'primary'}:true)[0].indexLegalName | naCheck}}, {{ attributionData.attributionDisplayName | naCheck}}, {{(fundDetails.attribution[0].attribution3MonthsData.attributionInformation | filter:{attributionTypeCode:'Sub Sector', attributionSubTypeCode:'primary'}:true)[0].indexLegalName | naCheck}}, {{(fundDetails.attribution[0].attribution3MonthsData.attributionInformation | filter:{attributionTypeCode:'Asset Allocation', attributionSubTypeCode :'fund_total'})[0].attributionData[0].indexLegalName | naCheck}}, {{(fundDetails.attribution[0].attribution3MonthsData.attributionInformation | filter:{attributionTypeCode:'Country', attributionSubTypeCode:'primary'}:true)[0].indexLegalName | naCheck}}, {{(fundDetails.attribution[0].attribution3MonthsData.attributionInformation | filter:{attributionTypeCode:'Region', attributionSubTypeCode:'primary'}:true)[0].indexLegalName | naCheck}}, This site is for persons in the U.S. only, 401(k) Participants & Employees of Corporations, 403(b) & 457(b) Participants & Employees of Non-Profits, Broker-Dealers,Banks,RIAs,TPAs,TrustInstitutions, {{averageAnnualTotalReturn.oneYearReturn | naCheckZeroOrPlus:2}}, {{averageAnnualTotalReturn.threeYearReturn | naCheckZeroOrPlus:2}}, {{averageAnnualTotalReturn.fiveYearReturn | naCheckZeroOrPlus:2}}, {{averageAnnualTotalReturn.tenYearReturn | naCheckZeroOrPlus:2}}, {{averageAnnualTotalReturn.lifeReturn | naCheckZeroOrPlus:2}}, {{fundDetails.overview.fundNo | naCheck:'na'}}, {{fundDetails.overview.cusipNumber | naCheck:'na'}}, {{fundDetails.overview.portfolioInceptionDate | naCheck:'na' }}, {{fundDetails.wamData.averageMaturityDaysInDays}}, {{fundDetails.wamData.averageMaturityYearsInYears}}, {{averageAnnualTotalReturns.oneYearReturn | naCheckZeroOrPlus:2}}, {{averageAnnualTotalReturns.threeYearReturn | naCheckZeroOrPlus:2}}, {{averageAnnualTotalReturns.fiveYearReturn | naCheckZeroOrPlus:2}}, {{averageAnnualTotalReturns.tenYearReturn | naCheckZeroOrPlus:2}}, {{averageAnnualTotalReturn.lifeReturn | naCheckPlus:2}}, {{fundDetails.overview.mmFundType | camelCase}}, {{price.milrateYields[0].oneDayYield | naCheckPercent:2}}, {{price.milrateYields[0].sevenDayYield | naCheckPercent:2}}, {{price.milrateYields[0].thirtyDayYield | naCheckPercent:2}}, {{price.milrateYields[0].secThirtyDayYield | naCheckPercent:2}}, {{price.milrateYields[0].milrate | naCheckPrecision:9}}, {{price.milrateYields[0].mtdMilrate | naCheckPrecision:9}}, {{dailyLiquidPt.dailyLiquidityPercentage}}%, {{weeklyLiquidPt.weeklyLiquidityPercentage }}%, {{fundDetails.wamData.averageMaturityDaysInDays}} Days, {{fundDetails.wamData.averageMaturityYearsInYears}} Years, {{fundDetails.priceStatistics.displayTwelveMonthLowNav | checkDollar }}-{{fundDetails.priceStatistics.displayTwelveMonthHighNav | checkDollar }}, {{fundDetails.overview.annualizedTurnoverRate | naCheckPercent}}, {{fundDetails.priceStatistics.fundNetAssets/1000000 | currency}}, {{price.marketValue | naCheckDollarMinDecimal:4}}, {{fundDetails.morningstar.morningstarCategory}}, {{fundDetails.overview.portfolioInceptionDate}}, {{fundDetails.overview.fiscalYearEndMonthName}}, {{holdingSubTypes.holdingValue| naCheckPercent:2}}, {{holdingSubTypes.indexValue | naCheckPercent:2}}, {{ holdingSubTypes.holdingValue| naCheckPercent:2}}, {{ holdingSubTypes.indexValue | naCheckPercent:2}}, {{ historicalEvent.eventType | naCheck}}: {{ historicalEvent.eventText | naCheck}}, {{fundDetails.wamData.durationInYears}} Years, {{ fundDetails.overview.annualizedTurnoverRate | naCheckPercent }}, {{(indexData.indexCumulativeTotalList| filter:{datePeriod:'Month'})[0].oneMonthReturn | naCheckPercentPlusMinus:2 }}, {{(indexData.indexCumulativeTotalList| filter:{datePeriod:'Month'})[0].threeMonthReturn | naCheckPercentPlusMinus:2 }}, {{(indexData.indexCumulativeTotalList| filter:{datePeriod:'Month'})[0].sixMonthReturn | naCheckPercentPlusMinus:2 }}, {{(indexData.indexCumulativeTotalList| filter:{datePeriod:'Month'})[0].oneYearReturn | naCheckPercentPlusMinus:2 }}, {{(indexData.indexCumulativeTotalList| filter:{datePeriod:'Month'})[0].threeYearReturn | naCheckPercentPlusMinus:2 }}, {{(indexData.indexCumulativeTotalList| filter:{datePeriod:'Month'})[0].fiveYearReturn | naCheckPercentPlusMinus:2 }}, {{(indexData.indexCumulativeTotalList| filter:{datePeriod:'Month'})[0].tenYearReturn | naCheckPercentPlusMinus:2 }}, {{(indexData.indexCumulativeTotalList| filter:{datePeriod:'Month'})[0].lifeReturn | naCheckPercentPlusMinus:2 }}, {{(lippers | filter:{lipperPeriodCd:'1Y'})[0].lipperPeersBeatenPercent }}%, {{(lippers | filter:{lipperPeriodCd:'3Y'})[0].lipperPeersBeatenPercent }}%, {{(lippers | filter:{lipperPeriodCd:'5Y'})[0].lipperPeersBeatenPercent }}%, {{( lippers | filter:{lipperPeriodCd:'10Y'})[0].lipperPeersBeatenPercent }}%, {{ characteristic.fundSecuritiesCoverage.assetCoveragePercent }}, {{ characteristic.fundSecuritiesCoverage.securitiesCovered }} / {{characteristic.fundSecuritiesCoverage.totalSecurities }}, {{ characteristic.fundSecuritiesCoverage.securitiesCovered }} / {{ characteristic.fundSecuritiesCoverage.totalSecurities }}, {{ attributionData.fundAverageWeightPercent | naCheck: ""}}, {{ attributionData.indexAverageWeightPercent | naCheck: ""}}, {{ attributionData.relativeAverageWeightPercent | naCheck: ""}}, {{ attributionData.fundAverageWeightRescaledPercent | naCheck: ""}}, {{ attributionData.indexAverageWeightRescaledPercent | naCheck: ""}}, {{ attributionData.relativeAverageWeightRescaledPercent | naCheck: ""}}, {{ attributionData.fundCumulativeReturn | naCheck}}, {{ attributionData.benchmarkCumulativeReturn | naCheck}}, {{ attributionData.relativeCumulativeReturn | naCheck: ""}}, {{ attributionData.stockSelection | naCheck: ""}}, {{ attributionData.sectorSelection | naCheck: ""}}, {{ attributionData.contributionRelativeReturnRescaled | naCheck: ""}}, {{ attributionData.contributionRelativeReturn | naCheck: ""}}, {{ attributionData.indexShortName | naCheck}}, {{ attributionData.fundAverageWeightPercent | naCheck}}, {{ attributionData.indexAverageWeightPercent | naCheck}}, {{ attributionData.relativeAverageWeightPercent | naCheck}}, {{ attributionData.contributionRelativeReturn |naCheck}}, {{((fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Total Number of Holdings'})[0].holdingSubTypes | filter:{holdingSubTypeCode:'HLDCT'})[0].holdingValue | naCheck}}, {{((fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Total Number of Issuers'})[0].holdingSubTypes | filter:{holdingSubTypeCode:'ISSCT'})[0].holdingValue | naCheck}}, {{((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| Benchmark: Your email address will not be published. To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research. The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers. The fund's expense ratio is relatively low at 0.07%, which is the same as the ETF version (also 0.07%). 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. 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. | naCheckPrecision:2}}, {{ riskPeriod.annualizedTrackingError | naCheckPrecision:2}}, {{ riskPeriod.downsideVolatility | naCheckPrecision:2}}, {{ riskPeriod.relativeVolatility | naCheckPrecision:2}}, As of Average turnover is about 24% of its portfolio. 11 Jan 2010. FXNAX has a fee of 0.025%. 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. The final list of best small cap index funds provides a reference list of high-quality, low-fee choices from top-shelf fund families. The comparable Fidelity ZERO fund for this market segment is FZROX. Past performance does not guarantee future returns. 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. Develop and improve features of our offerings. {{ fundDetails.holdings.fundHoldings[0].indexShortName}}, As Of The number of funds in Morningstar's {{ fundDetails.morningstar.morningstarCategory }} Strength in Fidelity Small Cap Value Indexs People Pillar and Parent Pillar underpin this strategy's Morningstar Quantitative Rating of Bronze. These Active Small-Cap Funds Are Ready to Run. naCheckPrecision:2 }}, {{
Small cap index funds? : r/Fidelity - reddit Mutual fund - Wikipedia To boost total returns, the fund also lends shares. Your email address will not be published. News Investments Community Fix The Future Careers Ready for a doughnut burger or pickle sub? 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. | Period: {{featureValue.featureValue}} Days Average annual returns -31.32% year to date -22.63% one year 10.63% three years Small-value funds invest in stocks of small companies that are less expensive or growing more slowly than the other small-cap stocks. naCheckPercent:2}}, {{(holdingsSubType.holdingSubTypeLaggeds | filter:{lagPeriod:'12M'})[0].holdingsPercent| Have your client read it carefully. Commissions, trailing commissions, management fees and expenses all may be associated with .
Fidelity Small Cap Value Fund (FCVAX) - U.S. News & World Report Read more here. 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. Information, Important Performance 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 500 Index Fund ( since 8/4/2003 ) Fidelity SAI Small-Mid Cap 500 Index Fund ( since 8/12/2015 ) Fidelity Flex Mid Cap Index Fund ( since 3/9/2017 ) Spartan 500 Index Pool Class E ( since 11/3/2017 ) Fidelity Commodity Strategy Fund ( since 5/30/2017 ) You might be using an unsupported or outdated browser.
FISVX - Fidelity Small Cap Value Index Fund | Fidelity Investments Theranoss Elizabeth Holmes gives birth to second baby, pushes to delay starting her 11-year prison term, Elon Musks bid to implant chips into human brains shot down by FDA. Share class launch date. {{ fundDetails.morningstar.styleMapAsOfDate }}, As Of NUSI ETF Review Is NUSI a Good Investment? I can see Fidelity Small-Cap Value fund (FCPVX), but its expense ratio is 0.91%: https://fundresearch.fidelity.com/mutua .
Fidelity - Paul Merriman