The U.S. {{(compositionService.getHoldingsData(fundDetails.holdings.fundHoldings[0].holdings, 'Total Credit Quality', ['0M'])[0].holdingSubTypeLaggeds | filter:lagPeriod='0M')[0].laggedDate}}, AS OF Wed like to share more about how we work and what drives our day-to-day business. | Period: {{featureValue.featureValue}} Days Over the longer. It has an expense ratio of 0.44%. Fidelity Small Cap Value Index Fund No Transaction Fee 1 Sell 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 The fund normally invests at least 80% of assets in securities included in the Russell 2000 Value Index, which is a market capitalization-weighted index designed to measure the performance. If you are in a brokerage or IRA account at fidelity, then you can get the zero fee extended market fund FZIPX. "FidelitySmall Cap Enhanced Index Fund - Composition.". Analytical and entrepreneurial-minded data nerd, usability enthusiast, Boglehead, and Oxford comma advocate. . expires on {{fundDetails.overview.expenseCapExpDate | This fund has an effective intermediate duration of about 6 years and seeks to track the Bloomberg U.S. ({{fund.tradingSymbol}}), {{shareClassAttribute.displayShareClassShortName}}, {{managerInfo.firstName}} {{managerInfo.lastName}}, {{indexReturn.indexBasicData.indexShortName}}, Important Performance and Policy Information, Important Performance and Policy 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. 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. 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. Targeted Value Portfolio - Prospectus, FidelitySmall Cap Enhanced Index Fund - Composition, Vanguard Small-Cap Value Index Fund (VSIAX), Dimensional Tax-Managed U.S. From there, we eliminated actively managed funds that lacked any indexing component. 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. The Parent Pillar is our rating of FISVXs parent organizations priorities and whether theyre in line with investors interests. This browser is no longer supported at MarketWatch. 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 | 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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| {{fundDetails.morningstar.ratingsAsOfDate}} Like its benchmark index, the fund portfolios top holdings include financial stocks, industrials, tech stocks, healthcare and consumer cyclical names. Lipper Category: {{ (fundDetails.lipper[0].fundLipperData | filter:{lipperDataTypeCd:'MFTOLOBPG'})[0].lipperName | naCheck }}. {{(compositionService.getHoldingsData(fundDetails.holdings.fundHoldings[0].holdings, 'Bond Credit Quality', ['0M'])[0].holdingSubTypeLaggeds | filter:lagPeriod='0M')[0].laggedDate}} We may use it to: To learn more about how we handle and protect your data, visit our privacy center. Investopedia requires writers to use primary sources to support their work. Your email address will not be published. A wide range of highly rated 4- and 5-star Morningstar rated funds 2. PSLDX A Review of the PIMCO StocksPLUS Long Duration Fund. FIDELITY SMALL CAP INDEX FUND | Markets Insider Markets Stocks Indices Commodities Cryptocurrencies Currencies ETFs News Fidelity Small Cap Index Fund Fund , FSSNX 23.42. TQQQ Is It A Good Investment for a Long Term Hold Strategy? Potential buyers should understand that the 0.10% net expense ratio is approximately one percentage point lower than the gross expense ratioso keep an eye on these fees over time. 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. NUSI ETF Review Is NUSI a Good Investment? FXNAX is an index fund for the total U.S. bond market for those wanting some asset class diversification outside stocks. expires on {{fundDetails.overview.expenseCapExpDate | Intraday data delayed at least 15 minutes or per exchange requirements. KFCs Double Down isnt the only sandwich going beyond the bun. 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) 015% Expense Ratio Dividend Reinvestment Broad Diversification While Vanguard is my favorite. 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. The fund takes a factor-based approach in building its portfolioits an active management strategy, although RAIWX maintains a comparable weighting to the MSCI ACWI ex USA Small Cap Index, and also overlays sustainable growth with reasonable valuation screens. VOO vs. VTI Vanguard S&P 500 or Total Stock Market ETF? The Fidelity ZERO Extended Market Index Fund tracks the Fidelity U.S. Extended Investable Market Index. Switch Edition. Something went wrong. Investopedia does not include all offers available in the marketplace. Transamerica Large Cap Value Fund (TWQAX). 27% Small/Mid-Cap Stocks SSgA S&P Mid Cap Index Ret Opt 2 % ER 0. This website uses cookies to improve your experience while you navigate through the website. The fund is sponsored by State Street Global Advisors. Last Updated: January 17, 2023 No Comments 2 min. With 6,374 constituents, the index covers about 14% of the free float-adjusted market capitalization in each country. Its expense ratio is 0.06%. Targeted Value Portfolio invests at least 80% of assets in small- and mid-cap companies that Dimensional believes are value stocks with higher profitability. This compensation may impact how and where listings appear. Fidelity has offered Fidelity-branded index funds for a pretty long time. "Tax-Managed US Targeted Value Portfolio. Value stocks typically trade at low prices relative toperformance. 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 Schwabs Fundamental U.S. Small Company Index Fund tracks the Russell RAFI US Small Company Index. The remaining candidates included a short list of small-cap blend, value and growth funds. Dimensional U.S. Analyze the Fund Fidelity Small Cap Value Index Fund having Symbol FISVX for type mutual-funds and perform research on other mutual funds. The sector weightings match up with the benchmark index, favoring financial stocks at 18.2% of the portfolio, industrials at 17.2% and nearly equal weightings of roughly 12% in consumer discretionary and information technology firms. Lets dive into the best Fidelity index funds. It is not a recommendation to buy, sell, or otherwise transact in any of the products mentioned. m 14kN ab FS max Sa*b b1I z 22103 1235106 0. Internet Explorer users: we recommend using version 9 or newer when submitting date ranges greater than one year. This is not financial advice, investing advice, or tax advice. Their mutual funds also have no minimum investment requirement, unlike Vanguard. Have your client read it carefully. ", Dimensional Fund Advisors. There is a contractual cap on the expenses borne by the You can find out more about our use, change your default settings, and withdraw your consent at any time with effect for the future by visiting Cookies Settings, which can also be found in the footer of the site. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters. Let me know in the comments. {{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 The People Pillar is our evaluation of the FISVX management teams experience and ability. Information, {{indexData.indexBasicData.indexShortName }}, Important Performance and Policy Mutual fund investors looking to tap the small cap market might appreciate this zero minimum and zero management fee fund. So all the funds on this list are mutual funds. ", Fidelity. 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? How It Works & How to Invest in It, How To Invest in an Index Fund The Best Index Funds, Portfolio Diversification How To Diversify Your Portfolio, Dollar Cost Averaging vs. Note that we have deviated from the strict index fund classification by including two factor-based funds. {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Real Estate Sub Sector'} : true)[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}} * Intended for individuals who manage their workplace retirement plans or other benefits through Fidelity. Note that so far Fidelity has kept its broad stock market index offerings (e.g. Global Small/Mid-Cap Equity. | CUSIP: {{fundHistoricalPrices.cusipNo}} Information provided in, and presentation of, this document are for informational and educational purposes only and are not a recommendation to take any particular action, or any action at all, nor an offer or solicitation to buy or sell any securities or services presented. "US Targeted Value Portfolio (I) - Prospectus. ", Dimensional Fund Advisors. This resulted in a preliminary list of 46 small-cap index funds. Fidelity does not provide legal or tax advice. 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. For wealthier investors, we included a tax-efficient small cap index fund. Targeted Value Portfolio (DFFVX), TIAA-CREF Small-Cap Blend Index Fund (TISBX), Fidelity Small Cap Enhanced Index Fund (FCPEX). Terms of Service apply. FIAM products and services may be presented by FDC LLC, a non-exclusive financial intermediary affiliated with FIAM and compensated for such services. Fidelity's index fund for this market segment is FISVX, which seeks to track the Russell 2000 Value Index. Fund provider. {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Sub-Industry Diversification'} : true)[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}} These products and services are usually sold through license agreements or subscriptions. The fund allocates a hefty 19% of its portfolio to the industrial sector and roughly 15% each to financials and consumer discretionary stocks. Index funds tend to charge low expense ratios, so we only included funds that charge less than 0.40%. naCheckPrecision:2 }}, {{ 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. As of Q1 2021, it held $5.9 billion in assets, with 24.3% allocated to the financial sector, 22.4% to the industrial goods sector, and 15.1% to consumer discretionary. Shes enjoying her dream with publishing credits on US News and World Report, GoBanking Rates, Investopedia, MSN Money, Investors Business Daily and more. 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. RPAR Risk Parity ETF Review An All Weather Portfolio ETF? {{brickletData.riskMeasures.dependentAsOfDate}}, {{ Distribution information is available for the last 10 years or to inception for fund's less than 10 years old. This category only includes cookies that ensures basic functionalities and security features of the website. VTI vs. VTSAX Vanguard US Stock Market ETF or Mutual Fund? 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. Benchmark: {{brickletData.riskMeasures.indexAsOfDate}}, As of {{brickletData.riskMeasures.dependentAsOfDate | naCheck}}, As of {{brickletData.riskMeasures.independentAsOfDate | naCheck}}, As of The fund normally invests at least 80% of assets in common stocks of large capitalization companies included in the Fidelity U. 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. riskPeriod.annualizedAlpha | naCheckPrecision:2}}, {{ Verify your identity, personalize the content you receive, or create and administer your account. Commissions do not affect our editors' opinions or evaluations. Holding nearly 700 companies, with an average earnings growth rate of 18.4%, VSGAX should deliver a bang when the market recovers. (7HANDL ETF). All Rights Reserved. riskPeriod.beta | naCheckPrecision:2}}, {{ But opting out of some of these cookies may affect your browsing experience. Beginners Start Here 10 Steps To Start Building Wealth, What Is the Stock Market? Your financial situation is unique and the products and services we review may not be right for your circumstances. That's why we introduced zero expense ratio index mutual funds. Privacy Notice | I'm not a big fan of social media, but you can find me on LinkedIn and Reddit. Investment products discussed (ETFs, mutual funds, etc.) As such, this fund is entirely U.S. large cap stocks, though its considered a sufficient proxy for the entire U.S. stock market. S&P 500, total U.S. stock market, etc.) Additional index funds within these geographic markets may include indexes of companies that include rules based on company characteristics or factors, such as companies that are small, mid-sized, large, small value, large value, small growth, large growth, the level of gross profitability or investment capital, real estate, or indexes based on Average turnover is about 24% of its portfolio. The final list of best small cap index funds provides a reference list of high-quality, low-fee choices from top-shelf fund families. ", Nuveen. It invests in securities included in the Russell 2000 Value. Once these stocks return to a fair valuation, investors should benefit from higher prices and capital growth. 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 our perspective, the last ten years have rewarded small-cap value investors with healthy returns and robust dividends. Where applicable, Ive included the comparable ZERO fund, but just remember I detailed here how you cannot buy or transfer those outside of Fidelity, so keep that in mind. {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Country Diversification'})[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}} Check out my flat-fee-only fiduciary friends over at Advisor.com. FXNAX - Fidelity U.S. The S&P 600 is an index of small-cap stocks managed by Standard & Poor's, comparable to the Russell 2000. Don't subscribeAllReplies to my comments Notify me of followup comments via e-mail. We also respect individual opinionsthey represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.

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