To get the best possible experience please use the latest version of Chrome, Firefox, Safari, or Microsoft Edge to view this website. riskPeriod.independentRiskPeriod.annualizedStandardDeviation | Fidelity ZERO Large Cap Index Fund - Fidelity Investments 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. ", Fidelity. 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 Align your investment choices with your personal values. This fund gives small-cap growth investors broad, low-cost exposure to a corner of the market that may outperform once growth stocks are back in favor. Fidelity Small Cap Value Index Fund (FISVX) - Yahoo! 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. ", Nuveen. expires on {{fundDetails.overview.expenseCapExpDate | 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) Internet Explorer users: we recommend using version 9 or newer when submitting date ranges greater than one year. 015% Expense Ratio Dividend Reinvestment Broad Diversification While Vanguard is my favorite. Fidelity's index fund for this market segment is FISVX, which seeks to track the Russell 2000 Value Index. The fund's benchmark is the Russel 2000 Value Index. The Fidelity ZERO Extended Market Index Fund tracks the Fidelity U.S. Extended Investable Market Index. For wealthier investors, we included a tax-efficient small cap index fund. Information, Important Performance and Policy Ready for a doughnut burger or pickle sub? FISVX: Fidelity Small Cap Value Index Fund - Bogleheads.org {{(fundDetails.hypothetical | limitTo:-1)[0].date}}, AS OF 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. Why Invest in Fidelity Index Funds? - Fidelity - Fidelity Investments }}, {{ riskPeriod.indexRiskPeriod.annualizedStandardDeviation | 17-Feb-2023; Inception 04-Apr-2011; Benchmark MSCI All Country World Small Cap Index; Aggregate assets (all series) $19.5M. /316389832 . Dont want to do all this investing stuff yourself or feel overwhelmed? Information, Important Performance {{brickletData.riskMeasures.indexAsOfDate}}, As of {{brickletData.riskMeasures.dependentAsOfDate | naCheck}}, As of {{brickletData.riskMeasures.independentAsOfDate | naCheck}}, As of No minimum investment mutual funds - Fidelity The fund's benchmark is the Russel 2000 Value Index. 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. The Russell 2500 Index is a market-cap-weighted equity index that includes 2,500 mid-cap and large-cap stocks all under a market cap of $10 billion. 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. 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) naCheck:'Not Available'}}. This website uses cookies to improve your experience while you navigate through the website. What it will take to get a contrarian buy signal for gold, Bombay Sapphire ups the lemony flavor in this elegant, refreshing addition to its gin lineup, An orphan at 65: setting new priorities after the loss of your parents, U.S. prepares new rules on investment in China. From there, we eliminated actively managed funds that lacked any indexing component. Distribution Schedule: na{{schedules.monthName }}. "FidelitySmall Cap Enhanced Index Fund - Composition.". Learn more about mutual funds at fidelity.com. Interested in more Lazy Portfolios? Benchmark: {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Currency Diversification'})[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}} They do have some very affordable sector ETFs that I covered in a separate post here. No. Targeted Value Portfolio invests at least 80% of assets in small- and mid-cap companies that Dimensional believes are value stocks with higher profitability. {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Regional Diversification'})[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}} Save my name, email, and website in this browser for the next time I comment. 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. Fidelity NASDAQ Composite Index Fund No Transaction Fee 1 Monthly Fact Sheet (PDF) Prospectus More Morningstar Snapshot* AS OF 1/31/2023; Morningstar Category: Large Growth *Data provided by Morningstar Overall Rating Rating Information Returns Low AVG High Expenses LowAVGHigh Risk of this Category LOWERHIGHER More Performance 2 RPAR Risk Parity ETF Review An All Weather Portfolio ETF? The S&P 600 is an index of small-cap stocks managed by Standard & Poor's, comparable to the Russell 2000. Fidelity Small Cap Value Index Fund Stock Price - Morningstar Commissions do not affect our editors' opinions or evaluations. With lower valuations, bargain hunting investors might gravitate to VSIAX. {{ fundDetails.holdings.fundHoldings[0].indexShortName}}, As Of TQQQ Is It A Good Investment for a Long Term Hold Strategy? The fund allocates a hefty 19% of its portfolio to the industrial sector and roughly 15% each to financials and consumer discretionary stocks. Small-cap value stocks are considered one of the outperforming factors by Nobel Prize winner Eugene Fama. Targeted Value Portfolio is similar to the fund above, but with an emphasis on minimizing federal taxes. 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. ", Dimensional Fund Advisors. We also respect individual opinionsthey represent the unvarnished thinking of our people and exacting analysis of our research processes. There is a contractual cap on the expenses borne by the Fidelity Mid Cap Value Index Fund We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers. 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 . These Active Small-Cap Funds Are Ready to Run. Create a list of the investments you want to track. Fidelity Small Cap Value Fund (FCPVX) Heartland Value Plus Fund Investor Class (HRVIX) Federated Hermes Clover Small Value Fund Class A (VSFAX) FPA Queens Road Small Cap Value Fund (QRSVX) Show more Compare View Fund Picks From Fidelity Fund Manager (s) Derek H Janssen since 1/30/2021 Gabriela B Kelleher since 5/1/2021 Commentary This website uses cookies to improve your experience. Due to the funds approach, youll find 22.4% in financials, 21.8% in industrials and 14.0% in the consumer discretionary sector. This resulted in a preliminary list of 46 small-cap index funds. . | Short-Term Trading Fee: {{featureValue.featureValue | naCheckPercent100:2}} The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FISVXs performance objective and investment process is for both security selection and portfolio construction. Index Details The fund is sponsored by Fidelity. News Investments Community Fix The Future Careers 2 We also offer zero minimum investment Fidelity Mutual Funds, no minimums to open an account, 3 no account fees for retail brokerage accounts, and 24/7 live customer service now that's value. 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 Your email address will not be published. Roughly 21% of VSGAXs portfolio is in the healthcare sector, followed by 19% in industrials. naCheckPrecision:2}}, as of {{fundDetails.wamData.durationDate}}, as of {{fundDetails.overview.annualizedTurnoverRateDate}}, {{ historicalReturn.annualReturn | naCheckPercent:2 }}, {{ historicalReturn.distData.totalCapitalGainsAmount | naCheckDollar:6 }}, {{ historicalReturn.distData.totalDividendsAmount | naCheckDollar:6 }}, {{ historicalReturn.distData.ytdMilRate | naCheckDollar:9 }}, {{cumTotReturns.overview.portfolioInceptionDate | naCheck}}, {{ price.cumYtd.toString() | naCheckPercentPlusMinus:2 }}, {{cumTotalReturnAtNav.oneMonthReturn | naCheckPercentPlusMinus:2}}, {{cumTotalReturnAtNav.threeMonthReturn | naCheckPercentPlusMinus:2}}, {{ cumTotalReturnAtNav.sixMonthReturn | naCheckPercentPlusMinus:2}}, {{cumTotalReturnAtNav.oneYearReturn | naCheckPercentPlusMinus:2}}, {{cumTotalReturnAtNav.threeYearReturn | naCheckPercentPlusMinus:2}}, {{cumTotalReturnAtNav.fiveYearReturn | naCheckPercentPlusMinus:2}}, {{cumTotalReturnAtNav.tenYearReturn | naCheckPercentPlusMinus:2}}, {{cumTotalReturnAtNav.lifeReturn | naCheckPercentPlusMinus:2}}, {{loadAfterTaxQuarterAtNav.oneMonthReturn | naCheckPercentPlusMinus:2}}, {{loadAfterTaxQuarterAtNav.threeMonthReturn | naCheckPercentPlusMinus:2}}, {{loadAfterTaxQuarterAtNav.sixMonthReturn | naCheckPercentPlusMinus:2}}, {{loadAfterTaxQuarterAtNav.oneYearReturn | naCheckPercentPlusMinus:2}}, {{loadAfterTaxQuarterAtNav.threeYearReturn | naCheckPercentPlusMinus:2}}, {{loadAfterTaxQuarterAtNav.fiveYearReturn | naCheckPercentPlusMinus:2}}, {{loadAfterTaxQuarterAtNav.tenYearReturn | naCheckPercentPlusMinus:2}}, {{loadAfterTaxQuarterAtNav.lifeReturn | naCheckPercentPlusMinus:2}}, {{(fundDetails.lipper[0].fundLipperData | filter:{lipperDataTypeCd:'MFTOLOBPG'})[0].lipperDate}}, Lipper Category: {{ (fundDetails.lipper[0].fundLipperData | filter:{lipperDataTypeCd:'MFTOLOBPG'})[0].lipperName | naCheck }}, {{ fundDetails.characteristics.asOfDate }}, {{ characteristic.fundCharacteristicValue | naDollarPercent : characteristic.characteristicDisplaySymbolCode }}, {{ characteristic.fundIndexValueDifference | naDollarPercent : characteristic.characteristicDisplaySymbolCode }}, {{ characteristic.fundSecuritiesCoverage.securitiesCovered }}, {{ characteristic.fundSecuritiesCoverage.totalSecurities }}, {{ characteristic.indexCharacteristicValue | naDollarPercent : characteristic.characteristicDisplaySymbolCode }}, Last 3 months: {{fundDetails.attribution[0].attribution3MonthsData.startDt }} - {{fundDetails.attribution[0].attribution3MonthsData.endDt }}, Last year: {{fundDetails.attribution[0].attribution12MonthsData.startDt }} - {{fundDetails.attribution[0].attribution12MonthsData.endDt }}, Last 3 years: {{fundDetails.attribution[0].attribution36MonthsData.startDt }} - {{fundDetails.attribution[0].attribution36MonthsData.endDt }}, Last 5 years: {{fundDetails.attribution[0].attribution60MonthsData.startDt }} - {{fundDetails.attribution[0].attribution60MonthsData.endDt }}, as of {{holdingSubTypeLaggeds.laggedDate}}, as of {{holdingSubTypeLaggeds.laggedDate }}, {{((holdingsRoot.holdingSubTypes)[0].holdingSubTypeLaggeds | filter:{lagPeriod:'0M'} )[0].laggedDate}}, {{((fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Money Manager Allocation'})[0].holdingSubTypes[0].holdingSubTypeLaggeds | filter:{lagPeriod:'0M'})[0].laggedDate }}, {{(compositionService.getAssetAllocationData(fundDetails.holdings.fundHoldings[0].holdings)[0].holdingSubTypes[0].holdingSubTypeLaggeds | filter:lagPeriod='0M')[0].laggedDate}}, {{holdingSubType.holdingValue | naCheckPercent:2 }}, {{(compositionService.getHoldingsData(fundDetails.holdings.fundHoldings[0].holdings, 'Fund of Fund Holding within a Fund', ['0M'])[0].holdingSubTypeLaggeds | filter:lagPeriod='0M')[0].laggedDate}}, {{ (holdingSubType.holdingSubTypeLaggeds | filter:lagPeriod='0M')[0].holdingsPercent | naCheckPercent:2 }}, {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Country Diversification'})[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}}, {{ holdingSubTypes.holdingValIndexValDiff | naCheckPercent: 2}}, {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Regional Diversification'})[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}}, {{holdingSubTypes.holdingValue | naCheckPercent: 2}}, {{ holdingSubTypes.indexValue | naCheckPercent: 2}}, {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Currency Diversification'})[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}}, {{fundDetails.priceStatistics.fundPriceStatsDate}}, {{dividendHistory.distributionAmount| naCheckDollar:5}}, {{dividendHistory.displayReinvestNav|checkDollar}}, {{(fundDetails.distributions[0].historicalDistributions | filter:{distributionType :'SCG',recordDate:capitalGains.recordDate})[0].distributionAmount|naCheckDollar:5}}, {{(fundDetails.distributions[0].historicalDistributions | filter:{distributionType :'LCG',recordDate:capitalGains.recordDate})[0].distributionAmount|naCheckDollar:5}}, {{capitalGains.distributionAmount|naCheckDollarMinDecimal:5}}, {{capitalGains.displayReinvestNav | checkDollar}}, | CUSIP: {{fundHistoricalPrices.cusipNo}}, | Symbol: {{fundHistoricalPrices.tradingSymbol}}, | Short-Term Trading Fee: {{featureValue.featureValue | naCheckPercent100:2}}, | Max Sales Charge: {{featureValue.featureValue | naCheckPercent100:2}}, | Period: {{featureValue.featureValue}} Days, 2022 Plan Sponsor Attitudes Survey: Highlight 5, Managing Uncertainty and Improving Diversification in Fidelity's Target Date Strategies, Plan Sponsor Attitudes Survey Highlight 5 Infographic, Fitting cryptocurrency into your estate plan, Why Bond Investors May Benefit from Actively Managed Mutual Funds and ETFs, Bitcoin and Digital Assets - Understanding the Digital Ecosystem, Stable Value for Capital Preservation and Diversification, The Intersection of Cryptocurrency and Wealth Management: What Advisors Need to Know Now, Exploring the Decade of Generational Wealth, Federal Reserve remains hawkish on interest rates amid fears of a looming recession, First Quarter 2023 Investment Research Update Conversation Starter, First Quarter 2023 Investment Research Update, Debt Ceiling: Issuance Impacted, Political Lines Drawn, First Quarter 2023 Quarterly Market Update Executive Summary, View the Advisor's Guide to Digital Assets, {{fund.legalName | subStringByLastSymbol:'-'}} Investment products discussed (ETFs, mutual funds, etc.) We'll assume you're ok with this, but you can opt-out if you wish. His personal finance column appears on the sites of more than 100 regional and community banks. This compensation comes from two main sources. Performance information may have changed since the time of publication. {{ fundDetails.morningstar.morningstarCategory | naCheck }}. There are currently no items in this Watchlist. How To Find The Cheapest Travel Insurance, Best Investment Portfolio Management Apps, Manning & Napier Rainier International Discovery Fund (RAIWX), Schwab Fundamental U.S. Small Company Index Fund (SFSNX), Vanguard Tax-Managed Small Cap Admiral Fund (VTMSX), Fidelity ZERO Extended Market Index Fund (FZIPX), Vanguard Russell 2000 Value Index Fund (VSIAX), Vanguard Small Cap Growth Index Fund (VSGAX), Buy The Dip: Best Cheap Stocks To Buy Now.
In The Majority Of Encounters When An Officer Faces,
Mercer Funeral Home Obituaries Jackson, Tn,
Harrington Hospital Webster Lab Hours,
Brian Sullivan Married,
Articles F