fidelity small cap value index fund

Is Fidelity Mid Cap Enhance Index Fund (FMEIX) a Strong Mutual . {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Real Estate Sub Sector'} : true)[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}} But opting out of some of these cookies may affect your browsing experience. Before making any investment decisions, you should consult with your own professional advisers and take into account all of the particular facts and circumstances of your individual situation. /316389832 . Value stocks typically trade at low prices relative toperformance. See Fidelity Small Cap Value Fund (FCVAX) mutual fund ratings from all the top fund analysts in one place. The U.S. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers. Roughly 21% of VSGAXs portfolio is in the healthcare sector, followed by 19% in industrials. TQQQ Is It A Good Investment for a Long Term Hold Strategy? We sell different types of products and services to both investment professionals and individual investors. They do have some very affordable sector ETFs that I covered in a separate post here. Log in to see them here or sign up to get started. No. Real-time last sale data for U.S. stock quotes reflect trades reported through Nasdaq only. 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). Analytical and entrepreneurial-minded data nerd, usability enthusiast, Boglehead, and Oxford comma advocate. FZIPXs portfolio is made up of companies that lean toward the value camp. {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Regional Diversification'})[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}} That means small-cap fund investors require patience to yield these superior results. Total fund size. <bi-shortcode id="summary-shortcode" data-type="summary-shortcode" class="mceNonEditable" contenteditable="false">Summary List Placement</bi-shortcode><p>Dear Readers . Alternatively, you could get FSMAX, which is an "extended market" fund, which means it will have medium cap as well (everything except the S&P500). 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 To boost total returns, the fund also lends shares. Do your own due diligence. Our list of best small cap index funds offers a choice for value, growth, blend and strategy investors all for below-category fees. Benchmark: Interested in more Lazy Portfolios? 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. This resulted in a preliminary list of 46 small-cap index funds. Strength in Fidelity Small Cap Value Indexs People Pillar and Parent Pillar underpin this strategy's Morningstar Quantitative Rating of Bronze. Investors seeking a reasonably priced small cap fund, with the possibility of outperforming the unmanaged index, might investigate SFSNX. Fidelity's index fund for this market segment is FISVX, which seeks to track the Russell 2000 Value Index. {{((holdingsRoot.holdingSubTypes)[0].holdingSubTypeLaggeds | filter:{lagPeriod:'0M'} )[0].laggedDate}}, As Of Fidelity Small Cap Index Fund ( FSSNX) NEW Fidelity Small Cap Growth Index Fund ( FECGX) NEW Fidelity Small Cap Value Index Fund ( FISVX) Fidelity U.S. Sustainability Index Fund ( FITLX) Fidelity Total Market Index Fund ( FSKAX) Fidelity ZERO Total Market Index Fund ( FZROX) Fidelity ZERO Large Cap Index Fund ( FNILX) 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. NUSI ETF Review Is NUSI a Good Investment? 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. Read my lengthier disclaimer here. Large Value. Targeted Value Portfolio - Prospectus, FidelitySmall Cap Enhanced Index Fund - Composition, Vanguard Small-Cap Value Index Fund (VSIAX), Dimensional Tax-Managed U.S. This website uses cookies to improve your experience while you navigate through the website. Switch Edition. The remaining candidates included a short list of small-cap blend, value and growth funds. Read our editorial policy to learn more about our process. 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 [] From our perspective, the last ten years have rewarded small-cap value investors with healthy returns and robust dividends. 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. About - My Toolbox - Privacy - Terms - Contact. In general, I think Fidelity has shown that it is more than capable of running an index fund, and that it is serious about them. {{brickletData.riskMeasures.indexAsOfDate}}, As of {{brickletData.riskMeasures.dependentAsOfDate | naCheck}}, As of {{brickletData.riskMeasures.independentAsOfDate | naCheck}}, As of 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. 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 Morningstar Category: {{ fundDetails.morningstar.morningstarCategory | naCheck }}, As Of Investopedia does not include all offers available in the marketplace. Fidelity ZERO Large Cap Index Fund ( FNILX) The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers. ", Nuveen. "US Targeted Value Portfolio (I). That said, theres no lack of conflicting data and opinions on this thesis, depending upon your time frame. A wide range of highly rated 4- and 5-star Morningstar rated funds 2. Investment products discussed (ETFs, mutual funds, etc.) Commissions, trailing commissions, management fees and expenses all may be associated with . VXUS vs. IXUS Vanguard or iShares International ETF? We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters. See Fidelity Small Cap Value Fund performance, holdings, fees, risk and other data . We do not offer financial advice, advisory or brokerage services, nor do we recommend or advise individuals or to buy or sell particular stocks or securities. ET on Zacks.com Is Fidelity Small Cap Value (FCPVX) a Strong Mutual Fund Pick Right Now? riskPeriod.annualizedAlpha | naCheckPrecision:2}}, {{ Fidelity is one of the oldest and largest brokerage firms out there, closely rivaling and in some cases even beating Vanguard and Schwab on things like fees, fractional shares, margin rates, etc. {{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 Targeted Value Portfolio - Prospectus. Information, Important Performance Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. The Fund seeks to provide investment results that correspond to the total return of stocks of small-capitalization U.S. companies. OptimizedPortfolio.com is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to Amazon.com. The People Pillar is our evaluation of the FISVX management teams experience and ability. Vanguard Small-Cap Value Index Fund(VSIAX), US Targeted Value Portfolio (I) - Prospectus, Tax-Managed U.S. We also reference original research from other reputable publishers where appropriate. With 6,374 constituents, the index covers about 14% of the free float-adjusted market capitalization in each country. Small-cap value stocks are considered one of the outperforming factors by Nobel Prize winner Eugene Fama. Let me know in the comments. 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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 VOO vs. VTI Vanguard S&P 500 or Total Stock Market ETF? PSLDX A Review of the PIMCO StocksPLUS Long Duration Fund. Targeted Value Portfolio is similar to the fund above, but with an emphasis on minimizing federal taxes. ", Dimensional Fund Advisors. 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. This also provides a slight value tilt for SFSNXs portfolio. You might be using an unsupported or outdated browser. The 3 Best Vanguard Funds for Value Investors, Top 4 Mutual Fund Holders of Bank of America, 4 Large-Cap Core Mutual Funds to Consider. SFSNXs average 10-year returns were in the top quartile of the category, demonstrating the potential of the strategy. {{ fundDetails.overview.objectiveText | naCheck }}, {{ fundDetails.overview.strategyText | naCheck }}, {{ fundDetails.overview.riskText | naCheck }}, As Of Our diverse fund line-up is designed to help you meet investment objectives and asset allocation needs. If you are in a brokerage or IRA account at fidelity, then you can get the zero fee extended market fund FZIPX. The MSCI ACWI Small Cap Index captures small cap representation across 23 Developed Markets (DM) and 24 Emerging Markets (EM) countries*. 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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{{((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.styleMapAsOfDate }}, As Of This fund has an effective intermediate duration of about 6 years and seeks to track the Bloomberg U.S. Please try again later. 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? fund, which indicates the maximum level of expenses (with certain 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. The Russell 2000 Index measures the performance of the 2,000 smaller stocks that are listed in the Russell 3000 Index. Global Small/Mid-Cap Equity. The fund takes the S&P SmallCap 600 Index as its benchmark. There are currently no items in this Watchlist. What Is a Leveraged ETF and How Do They Work? 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 comparable Fidelity ZERO fund for this market segment is FNILX. The fund is heavily weighted to industrial stocks, making up 30% of the portfolio, with 12% in consumer discretionary names and 10.4% in materials. 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. Internet Explorer users: we recommend using version 9 or newer when submitting date ranges greater than one year. View Composition, As Of Holding nearly 700 companies, with an average earnings growth rate of 18.4%, VSGAX should deliver a bang when the market recovers. 2.80b. The fund's benchmark is the Russel 2000 Value Index. 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. Fund #: {{fundHistoricalPrices.fundNo}} {{(fundDetails.hypothetical | limitTo:-1)[0].date}}, AS OF Targeted Value Portfolio (DTMVX), Dimensional U.S. 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. 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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:'-'}}

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