Read my lengthier disclaimer here. {{ fundDetails.morningstar.morningstarCategory }} funds, {{holdingSubTypeLagged.holdingsPercent | naCheckPercent}}, {{characteristicDetail.fundCharacteristicValue | forceRange0To100 | naCheckPercent}}, Range: {{characteristicDetail.characteristicName}}, FUND INCEPTION 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. Vanguard Global Small-Cap Index Fund GBP Acc - Fidelity Don't want to do all this investing stuff yourself or feel overwhelmed? Interested in more Lazy Portfolios? I lead the Paid Search marketing efforts at Gild Group. {{brickletData.riskMeasures.dependentAsOfDate}}, {{ 2023 Forbes Media LLC. See the full list here. Ready for a doughnut burger or pickle sub? But opting out of some of these cookies may affect your browsing experience. 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. Total fund size. Healthcare dominated its allocation at 21%, followed by financials with 17.2%, and information technology and industrials each with about 15%. Log in to see them here or sign up to get started. This fund has about 500 holdings and an expense ratio of 0.015%. 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) exceptions) that the fund would pay; the respective contract 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 Investment products discussed (ETFs, mutual funds, etc.) Fidelity does not provide legal or tax advice. "Vanguard Small-Cap Value ETF(VBR). 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. naCheck:'Not Available'}}. Lets dive into the best Fidelity index funds. Year Average, As of This compensation may impact how and where listings appear. This browser is no longer supported at MarketWatch. {{managerInformation.lastName}}, {{ fundDetails.holdings.fundHoldings[0].indexShortName}}, Important Performance and Policy Fidelity Mid Cap Value Index Fund We also respect individual opinionsthey represent the unvarnished thinking of our people and exacting analysis of our research processes. KFCs Double Down isnt the only sandwich going beyond the bun. Small Value Funds | Morningstar Let me know in the comments. }}, {{ riskPeriod.indexRiskPeriod.annualizedStandardDeviation | "Tax-Managed U.S. Fidelity ZERO Large Cap Index Fund - Fidelity Investments With 6,374 constituents, the index covers about 14% of the free float-adjusted market capitalization in each country. Read more here. Note that the median market capitalization of stocks in this funds portfolio is $5.1 billion, which means its holdings stray into the mid-cap sphere. Targeted Value Portfolio, Russell 2000 Index Definition and Key Metrics, S&P 600: Standard & Poor's Small Business Benchmark Index, Mutual Funds: Different Types and How They Are Priced. You can also subscribe without commenting. It invests in securities included in the Russell 2000 Value Index, a market cap-weighted index designed to measure the performance of the small-cap value segment of the U.S. equity market. Distribution Schedule: na{{schedules.monthName }}. Registered investment products (including mutual funds and ETFs) and collective investment trusts managed by Fidelity Management Trust Company (FMTC) are offered by Fidelity Distributors Company LLC (FDC LLC), a registered broker-dealer. Fidelity Flex Mid Cap Index Fund - Fidelity Investments FSMVX - Fidelity Mid Cap Value Fund | Fidelity Investments And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data. Should You Invest in the Fidelity MSCI Industrials Index ETF (FIDU)? Investors seeking a reasonably priced small cap fund, with the possibility of outperforming the unmanaged index, might investigate SFSNX. 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. {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Sub-Sector Diversification'} : true)[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}} Traditional IRA Which Is Better for You? Please try again later. 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. 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. FSMDX - Fidelity Mid Cap Index Fund | Fidelity Investments {{ fundDetails.overview.portfolioInceptionDate | naCheck}}. So all the funds on this list are mutual funds. Here well check out the 5 best Fidelity index funds for investors in 2023. There are currently no items in this Watchlist. {{ fundDetails.holdings.fundHoldings[0].indexShortName}}, As Of Information, {{indexData.indexBasicData.indexShortName }}, Important Performance and Policy The fund takes the S&P SmallCap 600 Index as its benchmark. fees, {{ minimumsIntInv.featureValue | naCheckDollar:2}}, {{ minimumsAddInv.featureValue | naCheckDollar:2}}, {{ minimumsAutoAccBui.featureValue | naCheckDollar:2}}, {{ minimumsRegBal.featureValue | naCheckDollar:2}}, {{ minimumsDirDep.featureValue | naCheckDollar:2}}, {{price.date | replaceByGivenString:'-':'' | yyyyMMddFilter}}, {{price.displayNavChg | checkDollar | checkPlusMinus}}, {{price.milRate | naCheckPrecisionNoExp:9}}, {{nineStrikePrice.displayNav | checkDollar | naCheck}}, {{noonStrikePrice.displayNav | checkDollar | naCheck}}, {{threeStrikePrice.displayNav | checkDollar | naCheck}}, {{price.displayNav | checkDollar | naCheck}}, {{price.capitalInformation.dailyLiquidityPercentage | naCheckPercent}}, {{price.capitalInformation.weeklyLiquidityPercentage |naCheckPercent}}, {{price.dailyMarketValue | naCheckDollar:4}}, {{price.exDate | stringToDate | date:'MM/dd/yyyy' }}, {{price.payDate | stringToDate | date:'MM/dd/yyyy'}}, {{price.displayReinvestNav | checkDollar}}, {{price.shortTermGain | naCheckPrecision:5}}, {{price.longTermGain | naCheckPrecision:5}}. 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. | CUSIP: {{fundHistoricalPrices.cusipNo}} We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters. Thomas J. Brock is a CFA and CPA with more than 20 years of experience in various areas including investing, insurance portfolio management, finance and accounting, personal investment and financial planning advice, and development of educational materials about life insurance and annuities. Your email address will not be published. Richard has more than 30 years of experience in the financial services industry as an advisor, managing director, and director of training and marketing, specializing in Finra exams, investing, and retirement planning. 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. {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Regional Diversification'})[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}} How we use your information depends on the product and service that you use and your relationship with us. Analyze the Fund Fidelity Small Cap Value Index Fund having Symbol FISVX for type mutual-funds and perform research on other mutual funds. ", Dimensional Fund Advisors. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers. {{fundDetails.morningstar.ratingsAsOfDate}}; {{ fundDetails.morningstar.morningstarCategory | naCheck }}, {{((fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Total Number of Holdings'})[0].holdingSubTypes[0].holdingSubTypeLaggeds | filter:{lagPeriod:'0M'})[0].laggedDate }}, {{ fundDetails.morningstar.styleMapAsOfDate }}, Current fund assets covered: {{fundDetails.morningstar.ratingsAsOfDate}}; We'll assume you're ok with this, but you can opt-out if you wish. Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. {{((holdingsRoot.holdingSubTypes)[0].holdingSubTypeLaggeds | filter:{lagPeriod:'0M'} )[0].laggedDate}}, As Of 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 []