fidelity small cap value index fund

"US Targeted Value Portfolio (I). Copyright 2023 Morningstar, Inc. All rights reserved. Bond Index Fund FXNAX is an index fund for the total U.S. bond market for those wanting some asset class diversification outside stocks. 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. | naCheckPrecision:2}}, {{ riskPeriod.annualizedTrackingError | naCheckPrecision:2}}, {{ riskPeriod.downsideVolatility | naCheckPrecision:2}}, {{ riskPeriod.relativeVolatility | naCheckPrecision:2}}, As of 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 ; {{((fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Money Manager Allocation'})[0].holdingSubTypes[0].holdingSubTypeLaggeds | filter:{lagPeriod:'0M'})[0].laggedDate }}, As Of With lower valuations, bargain hunting investors might gravitate to VSIAX. "FidelitySmall Cap Enhanced Index Fund. Fidelity Small Cap Value Index Fund (FISVX) | Fidelity Institutional A mutual fund is an investment vehicle consisting of a portfolio of stocks, bonds, or other securities, overseen by a professional money manager. Fidelity Small Cap Value Index Fund A mid-cap fund is a type of investment fund that focuses its investments on companies with a capitalization in the middle range of listed stocks in the market. Average turnover is about 24% of its portfolio. Average annual returns -31.32% year to date -22.63% one year 10.63% three years Verify your identity, personalize the content you receive, or create and administer your account. Dimensional U.S. exceptions) that the fund would pay; the respective contract This fund has about 4,000 holdings and an expense ratio of 0.015%. 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 Fidelity Small Cap Value Index Fund (FISVX) - U.S. News & World Report 11 Jan 2010. Note that so far Fidelity has kept its broad stock market index offerings (e.g. Visit a quote page and your recently viewed tickers will be displayed here. Read more here. {{ fundDetails.holdings.fundHoldings[0].indexShortName}}, As Of FZIPXs portfolio is made up of companies that lean toward the value camp. {{(compositionService.getHoldingsData(fundDetails.holdings.fundHoldings[0].holdings, 'Bond Credit Quality', ['0M'])[0].holdingSubTypeLaggeds | filter:lagPeriod='0M')[0].laggedDate}} Fidelity Small Cap Value Index Fund (FISVX) | Fidelity Institutional Fidelity Funds FISVX Fidelity Small Cap Value Index Fund Asset Class: Index Morningstar Category: Small Value NAV As of 01/27/2023 $23.17 Change +$0.10 YTD +8.07% 52-Week Range As of 12/31/2022 Low $20.03 High $26.45 Average Annual Returns As of 12/31/2022 Contact Fidelity for a prospectus or a summary prospectus, if available, containing this information. {{ fundDetails.holdings.fundHoldings[0].indexShortName}}, As Of Vanguard. Mutual fund investors looking to tap the small cap market might appreciate this zero minimum and zero management fee fund. FISVX: Fidelity Small Cap Value Index Fund - Bogleheads.org 2.80b. 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. naCheck:'Not Available'}}. VXUS vs. IXUS Vanguard or iShares International ETF? This compensation may impact how and where listings appear. SFSNXs average 10-year returns were in the top quartile of the category, demonstrating the potential of the strategy. {{ fundDetails.overview.portfolioInceptionDate | naCheck}}. 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Fidelity Small Cap Value Index Fund (FISVX) - Yahoo! VTI vs. VTSAX Vanguard US Stock Market ETF or Mutual Fund? However, if youre in a higher tax bracket and looking for small-cap exposure in a taxable brokerage account, its worth checking out VTMSX. (7HANDL ETF). Something went wrong. FIDELITY SMALL CAP INDEX FUND | Markets Insider These products and services are usually sold through license agreements or subscriptions. FLCOX - Fidelity Large Cap Value Index Fund - Fidelity Investments See Fidelity Small Cap Value Fund performance, holdings, fees, risk and other data . Tail Risk What It Is and How To Hedge Against It, I Bonds Explained (US Savings Bonds) Ultimate Guide (2023), JEPI ETF Review JPMorgan Equity Premium Income ETF, Sharpe Ratio vs. Sortino vs. Calmar Risk Adjusted Return, Portfolio Risk Explained How To Think About Risk and Volatility, HNDL ETF Review Is HNDL a Good Investment? Deep dives on Tesla and ZoomWisdom from world's best stock-pickerSmall {{holdingSubTypeLaggeds.laggedDate}}, {{ fundDetails.overview.portfolioInceptionDate | naCheck}}, {{ price.cumYtd.toString() | naCheckZeroOrPlus:2 }}, {{fundDetails.prices[0].displayNav | checkDollar}}, as of {{fundDetails.prices[0].navDate | replaceByGivenString:'-':'/'}}, as of {{price.navDate | replaceByGivenString:'-':'/'}}. {{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: "Tax-Managed U.S. Fidelity ZERO Large Cap Index Fund - Fidelity Investments | 1-Day Return as of Mar 03, 2023, 11:14 PM GMT+0, Muni National Intermediate-Term Bond Funds. Many investors, myself included, like to overweight small cap value stocks relative to their market cap weight for greater expected returns. Mutual fund - Wikipedia 015% Expense Ratio Dividend Reinvestment Broad Diversification While Vanguard is my favorite. 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. "Tax-Managed US Targeted Value Portfolio. Vanguard Group (Ireland) Limited. We then composed our list by choosing a variety of options with the lowest relative fees and category-beating performance. This is way too high. {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Currency Diversification'})[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}} 27% Small/Mid-Cap Stocks SSgA S&P Mid Cap Index Ret Opt 2 % ER 0. Transamerica Large Cap Value Fund (TWQAX). Aggregate Bond Index. as mutual funds; they dont have ETFs available for these yet. There is a contractual cap on the expenses borne by the The comparable Fidelity ZERO fund for this market segment is FZILX. Do your own due diligence. FSKAX goes a bit further and includes small and mid caps within the U.S., thereby capturing the entire U.S. stock market via the Dow Jones U.S. Total Stock Market Index. 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. To get the best possible experience please use the latest version of Chrome, Firefox, Safari, or Microsoft Edge to view this website. | 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. 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. 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 . {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Sub-Sector Diversification'} : true)[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}} If you are in a brokerage or IRA account at fidelity, then you can get the zero fee extended market fund FZIPX.