Information, Important Performance The Russell 2000 Index measures the performance of the 2,000 smaller stocks that are listed in the Russell 3000 Index. The People Pillar is our evaluation of the FISVX management teams experience and ability. 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 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. 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). Major holdings include Apple, Microsoft, Amazon, Tesla and Alphabet. Many investors, myself included, like to overweight small cap value stocks relative to their market cap weight for greater expected returns. ({{fund.tradingSymbol}}), {{shareClassAttribute.displayShareClassShortName}}, {{managerInfo.firstName}} {{managerInfo.lastName}}, {{indexReturn.indexBasicData.indexShortName}}, Important Performance and Policy Information, Important Performance and Policy 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) 2023 Forbes Media LLC. | Max Sales Charge: {{featureValue.featureValue | naCheckPercent100:2}} FXNAX is an index fund for the total U.S. bond market for those wanting some asset class diversification outside stocks. You also have the option to opt-out of these cookies. {{ fundDetails.holdings.fundHoldings[0].indexShortName}}, As Of 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. Index Details The fund is sponsored by Fidelity. A mutual fund is an investment vehicle consisting of a portfolio of stocks, bonds, or other securities, overseen by a professional money manager. {{(compositionService.getHoldingsData(fundDetails.holdings.fundHoldings[0].holdings, 'Total Credit Quality', ['0M'])[0].holdingSubTypeLaggeds | filter:lagPeriod='0M')[0].laggedDate}}, AS OF 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. The Parent Pillar is our rating of FISVXs parent organizations priorities and whether theyre in line with investors interests. The ticker for Fidelity's small cap index fund is FSSNX. 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. There is a contractual cap on the expenses borne by the {{ fundDetails.morningstar.styleMapAsOfDate }}, As Of Our list of best small cap index funds offers a choice for value, growth, blend and strategy investors all for below-category fees. Have Watchlists? 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. 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. The next two largest sectors are technology and consumer discretionary with 18.6% and 14.9% respectively. 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. ", Dimensional Fund Advisors. Once these stocks return to a fair valuation, investors should benefit from higher prices and capital growth. /316389832 . 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 <bi-shortcode id="summary-shortcode" data-type="summary-shortcode" class="mceNonEditable" contenteditable="false">Summary List Placement</bi-shortcode><p>Dear Readers . "US Targeted Value Portfolio (I) - Prospectus. While RAIWXs dividend yield is lower than many international funds, smaller stocks typically lack the high dividend yields of their larger counterparts. Ray Dalio All Weather Portfolio Review, ETFs, & Leverage (2023), HEDGEFUNDIEs Excellent Adventure (UPRO/TMF) A Summary, Golden Butterfly Portfolio Review and M1 Finance ETF Pie, David Swensen Portfolio (Yale Model) Review and ETFs To Use, Harry Browne Permanent Portfolio Review, ETFs, & Leverage (2023), Corporate Bonds vs. Government Bonds (Treasuries) The Showdown, VIG vs. VYM Vanguards 2 Popular Dividend ETFs (Review), Warren Buffett ETF Portfolio (90/10) Review and ETFs (2023), The 60/40 Portfolio Review and ETF Pie for M1 Finance, Bogleheads 3 Fund Portfolio Review and Vanguard ETFs (2023), Paul Merriman Ultimate Buy and Hold Portfolio Review, M1 Pie (2023), M1 Finance vs. Vanguard Brokerage Comparison [2023 Review], M1 Finance vs. Fidelity Brokerage Comparison [2023 Review], The Best M1 Finance Dividend Pie for FIRE & Income Investors, Portfolio Asset Allocation by Age Beginners To Retirees, The 5 Best Stock Brokers Online for Investing (2023 Review), The 4 Best Investing Apps for Beginners (2023 Review), The 7 Best Small Cap ETFs (3 From Vanguard) for 2023, The 6 Best REIT ETFs To Invest in Real Estate for 2023, The 6 Best Tech ETFs To Buy Tech Stocks in 2023, 9 Best Clean Energy ETFs To Go Green in Your Portfolio (2023), The 13 Best Small Cap Value ETFs (3 From Vanguard) for 2023, Why, How, & Where To Invest Your Emergency Fund To Beat Inflation, VOO vs. VTI Vanguards S&P 500 and Total Stock Market ETFs, 9 Best International ETFs To Buy (6 From Vanguard) in 2023, Ben Felix Model Portfolio (Rational Reminder, PWL) ETFs & Review, Gone Fishin Portfolio Review (Alexander Green) & ETFs (2023). There is a contractual cap on the expenses borne by the FISVX Fidelity Small Cap Value Index Fund, Check out my flat-fee-only fiduciary friends over at Advisor.com, Lowest Margin Rates Brokers (2023 Comparison), VTI ETF Review Is VTI a Good Investment? Check out my flat-fee-only fiduciary friends over at Advisor.com. This fund has about 1,400 holdings and a fee of 0.05%. So all the funds on this list are mutual funds. Were being punished after I remarried. Roughly 21% of VSGAXs portfolio is in the healthcare sector, followed by 19% in industrials. As Of Benchmark: 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. Don't want to do all this investing stuff yourself or feel overwhelmed? {{(fundDetails.lipper[0].fundLipperData | filter:{lipperDataTypeCd:'MFTOLOBPG'})[0].lipperDate}} 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. Unlock our full analysis with Morningstar Investor. Subscriber Agreement & Terms of Use |
m 14kN ab FS max Sa*b b1I z 22103 1235106 0. Information, Important Performance and Policy Healthcare dominated its allocation at 21%, followed by financials with 17.2%, and information technology and industrials each with about 15%. No. 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. He has served as an editor or expert contributor for more than a dozen books, including Webvisor, Wealth Exposed, 5 Steps for Selecting the Best Financial Advisor, and The Retirement Bible. Fidelity has offered Fidelity-branded index funds for a pretty long time. Year Average, As of The fund employs an indexing investment approach designed to track the performance of the CRSP US Small Cap Value Index, a broadly diversified index of value stocks of small U.S. companies. Fidelity has made a concerted effort of lowering its fees on its broad index funds in recent years, which in some instances are now the cheapest game in town, such as with their small line of ZERO funds with zero fees. We also respect individual opinionsthey represent the unvarnished thinking of our people and exacting analysis of our research processes. At the end of April 2021, the fund held $4.8 billion invested in more than 1,900 positions. ", Fidelity. Over the longer term, small-cap index funds have delivered superior returns to their large-cap brethren. ", Vanguard. I'm not a big fan of social media, but you can find me on LinkedIn and Reddit. 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. The Fidelity ZERO Extended Market Index Fund tracks the Fidelity U.S. Extended Investable Market Index. These include white papers, government data, original reporting, and interviews with industry experts. Do you own any of these Fidelity index funds? Visit a quote page and your recently viewed tickers will be displayed here. But opting out of some of these cookies may affect your browsing experience. {{ fundDetails.morningstar.morningstarCategory | naCheck }}. 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. Due to the funds approach, youll find 22.4% in financials, 21.8% in industrials and 14.0% in the consumer discretionary sector. Distribution information is available for the last 10 years or to inception for fund's less than 10 years old. This is not financial advice, investing advice, or tax advice. KFCs Double Down isnt the only sandwich going beyond the bun. Are you sure you want to rest your choices? {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Industry Diversification'} : true)[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}} Fidelitys index fund for this market segment is FISVX, which seeks to track the Russell 2000 Value Index. VT vs. VTI Global Stock Market vs. Total U.S. Stock Market. riskPeriod.informationRatio | naCheckPrecision:2}}, {{ riskPeriod.r2 Intraday data delayed at least 15 minutes or per exchange requirements. VTI vs. VTSAX Vanguard US Stock Market ETF or Mutual Fund? Save my name, email, and website in this browser for the next time I comment. Targeted Value Portfolio - Prospectus. This is way too high. All quotes are in local exchange time. 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. The use of the term "advisor(s)" throughout this site shall refer to both investment advisors and broker dealers as a collective term. | naCheckPrecision:2}}, {{ riskPeriod.annualizedTrackingError | naCheckPrecision:2}}, {{ riskPeriod.downsideVolatility | naCheckPrecision:2}}, {{ riskPeriod.relativeVolatility | naCheckPrecision:2}}, As of We may use it to: To learn more about how we handle and protect your data, visit our privacy center. (2023). Past performance is not indicative of future results. A mutual fund is an investment fund that pools money from many investors to purchase securities.The term is typically used in the United States, Canada, and India, while similar structures across the globe include the SICAV in Europe ('investment company with variable capital') and open-ended investment company (OEIC) in the UK.. Mutual funds are often classified by their principal investments . Vanguard. Fidelity Small Cap Value Index FISVX Morningstar Analyst Rating Quantitative rating as of Jan 31, 2023 | See Fidelity Investment Hub Quote Chart Fund Analysis Performance Sustainability. are for illustrative purposes only. Before investing have your client consider the funds', variable investment products', or exchange traded products' investment objectives, risks, charges, and expenses. See holdings data for Fidelity ZERO Large Cap Index Fund (FNILX). Information, {{managerInformation.firstName}} Information, Important Performance and Policy "US Targeted Value Portfolio (I). . Commissions do not affect our editors' opinions or evaluations. This compensation may impact how and where listings appear. ", Dimensional Fund Advisors. With 6,374 constituents, the index covers about 14% of the free float-adjusted market capitalization in each country. . Mutual fund investors looking to tap the small cap market might appreciate this zero minimum and zero management fee fund. 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. Note that we have deviated from the strict index fund classification by including two factor-based funds. {{fundDetails.priceStatistics.fundPriceStatsDate}}. {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Real Estate Sub Sector'} : true)[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}} The information on this website is for informational and recreational purposes only. The fund's expense ratio is relatively low at 0.07%, which is the same as the ETF version (also 0.07%). exceptions) that the fund would pay; the respective contract The S&P 600 is an index of small-cap stocks managed by Standard & Poor's, comparable to the Russell 2000. Schwabs Fundamental U.S. Small Company Index Fund tracks the Russell RAFI US Small Company Index. Targeted Value Portfolio (DFFVX), TIAA-CREF Small-Cap Blend Index Fund (TISBX), Fidelity Small Cap Enhanced Index Fund (FCPEX). Read more here. 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. Analytical and entrepreneurial-minded data nerd, usability enthusiast, Boglehead, and Oxford comma advocate. {{(compositionService.getHoldingsData(fundDetails.holdings.fundHoldings[0].holdings, 'Bond Credit Quality', ['0M'])[0].holdingSubTypeLaggeds | filter:lagPeriod='0M')[0].laggedDate}} Shes enjoying her dream with publishing credits on US News and World Report, GoBanking Rates, Investopedia, MSN Money, Investors Business Daily and more. {{((fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Total Number of Holdings'})[0].holdingSubTypes[0].holdingSubTypeLaggeds | filter:{lagPeriod:'0M'})[0].laggedDate }}, Out of {{((fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Total Number of Holdings'})[0].holdingSubTypes | Learn more about mutual funds at fidelity.com. Distribution Schedule: na{{schedules.monthName }}. 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. A wide range of highly rated 4- and 5-star Morningstar rated funds 2. The MSCI ACWI Small Cap Index captures small cap representation across 23 Developed Markets (DM) and 24 Emerging Markets (EM) countries*. FIAM products and services may be presented by FDC LLC, a non-exclusive financial intermediary affiliated with FIAM and compensated for such services. 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 Information, Important Performance The comparable Fidelity ZERO fund for this market segment is FZROX. It overweights components that are undervalued and also have strong relative growth and solid dividends. {{(compositionService.getHoldingsData(fundDetails.holdings.fundHoldings[0].holdings, 'Fund of Fund Holding within a Fund', ['0M'])[0].holdingSubTypeLaggeds | filter:lagPeriod='0M')[0].laggedDate}}, As Of What Are Small-Cap Stocks, and Are They a Good Investment? 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{{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:'-'}} S&P 500, total U.S. stock market, etc.) Have your client read it carefully. "Vanguard Small-Cap Value Index Fund(VSIAX). Information, Important Performance and Policy Disclaimer: While I love diving into investing-related data and playing around with backtests, I am in no way a certified expert. {{ fundDetails.overview.portfolioInceptionDate | naCheck}}. Download Data. 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 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 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 index by using computer-aided, quantitative analysis to make its picks. 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. 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. Switch Edition. These cookies do not store any personal information. Fidelity Mid Cap Value Fund (FSMVX) Victory Integrity Mid-Cap Value Fund Class A (MAIMX) MFS Mid Cap Value Fund Class A (MVCAX) American Century Mid Cap Value Fund Investor Class (ACMVX) Lord Abbett Mid Cap Stock Fund Class A (LAVLX) Show more Compare View Fund Picks From Fidelity Fund Manager (s) Geode Capital Management This allows me to continue producing high-quality, ad-free content on this site and pays for the occasional cup of coffee. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers. Here well check out the 5 best Fidelity index funds for investors in 2023. Will financial advice help me save more for retirement? This fund has about 4,000 holdings and an expense ratio of 0.015%. Fidelity seems to be winning the race to zero for fees on index funds. Beginners Start Here 10 Steps To Start Building Wealth, What Is the Stock Market? Required fields are marked *. Given this possibility, weve included several small cap strategy funds. Dimensional achieves this by offsetting capital gains with losses and delaying capital gains until they are taxed at lower, long-term rates. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters. I am not a financial advisor, portfolio manager, or accountant. We'll assume you're ok with this, but you can opt-out if you wish. It is not a recommendation to buy, sell, or otherwise transact in any of the products mentioned. It is currently ranked 1, placing it in top 6%. 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.hypothetical | limitTo:-1)[0].date}}, AS OF There are currently no items in this Watchlist. Our diverse fund line-up is designed to help you meet investment objectives and asset allocation needs. {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Sectors as Percent of Equity'} : true)[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}} ", Dimensional Fund Advisors. Disclosure: Some of the links on this page are referral links. The Vanguard Russell 2000 Value Index Fund owns 862 companies with a median market cap of $5.5 billion and an average 12.8% earnings growth rate. Intraday Data provided by FACTSET and subject to terms of use. We'd love to hear from you, please enter your comments. All Rights Reserved. Create a list of the investments you want to track. Global Small/Mid-Cap Equity. The Tax-Managed U.S. Information, Important Performance and Policy * Intended for individuals who manage their workplace retirement plans or other benefits through Fidelity. riskPeriod.independentRiskPeriod.annualizedStandardDeviation | Share class launch date. Real-time last sale data for U.S. stock quotes reflect trades reported through Nasdaq only. Copyright 2023 Morningstar, Inc. All rights reserved. How we use your information depends on the product and service that you use and your relationship with us. Traditional IRA Which Is Better for You? ", Nuveen. naCheckPercent:2}}, {{(holdingsSubType.holdingSubTypeLaggeds | filter:{lagPeriod:'0Q'})[0].holdingsPercent| The fund's benchmark is the Russel 2000 Value Index. VOO vs. VTI Vanguard S&P 500 or Total Stock Market ETF? 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. fund, which indicates the maximum level of expenses (with certain Fidelity SAI Small-Mid Cap 500 Index Fund ( since 8/12/2015 ) Fidelity Flex Mid Cap Index Fund ( since 3/9/2017 ) Fidelity Commodity Strategy Fund ( since 5/30/2017 ) Spartan 500 Index Pool Class E ( since 11/3/2017 ) Fidelity ZERO International Index Fund ( since 8/2/2018 )