| Short-Term Trading Fee: {{featureValue.featureValue | naCheckPercent100:2}} We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters. 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. This compensation comes from two main sources. 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. Fidelity Global Small Cap Opportunities Fund Information, Important Performance and Policy (U.S. Stocks), 6 Popular Invesco ETFs for Indexing, Factors, & Income, How to Invest in the Dow Jones Index ETF Options. {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Currency Diversification'})[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}} Its expense ratio is 0.64%. VTI vs. VTSAX Vanguard US Stock Market ETF or Mutual Fund? Will financial advice help me save more for retirement? It is not a recommendation to buy, sell, or otherwise transact in any of the products mentioned. She helps other learn about personal finance and investing at barbarafriedbergpersonalfinance.com. Fidelity Mid Cap Value Index Fund Don't want to do all this investing stuff yourself or feel overwhelmed? Beginners Start Here 10 Steps To Start Building Wealth, What Is the Stock Market? That's why we introduced zero expense ratio index mutual funds. fees, {{ minimumsIntInv.featureValue | naCheckDollar:2}}, {{ minimumsAddInv.featureValue | naCheckDollar:2}}, {{ minimumsAutoAccBui.featureValue | naCheckDollar:2}}, {{ minimumsRegBal.featureValue | naCheckDollar:2}}, {{ minimumsDirDep.featureValue | naCheckDollar:2}}, {{price.date | replaceByGivenString:'-':'' | yyyyMMddFilter}}, {{price.displayNavChg | checkDollar | checkPlusMinus}}, {{price.milRate | naCheckPrecisionNoExp:9}}, {{nineStrikePrice.displayNav | checkDollar | naCheck}}, {{noonStrikePrice.displayNav | checkDollar | naCheck}}, {{threeStrikePrice.displayNav | checkDollar | naCheck}}, {{price.displayNav | checkDollar | naCheck}}, {{price.capitalInformation.dailyLiquidityPercentage | naCheckPercent}}, {{price.capitalInformation.weeklyLiquidityPercentage |naCheckPercent}}, {{price.dailyMarketValue | naCheckDollar:4}}, {{price.exDate | stringToDate | date:'MM/dd/yyyy' }}, {{price.payDate | stringToDate | date:'MM/dd/yyyy'}}, {{price.displayReinvestNav | checkDollar}}, {{price.shortTermGain | naCheckPrecision:5}}, {{price.longTermGain | naCheckPrecision:5}}. 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. Vanguards Small Cap Growth Index Fund gives investors affordable access to the fastest growing small-cap companies in the U.S. It has amassed assets over $727.14 million, making it one of the average sized ETFs attempting. The final list of best small cap index funds provides a reference list of high-quality, low-fee choices from top-shelf fund families. Targeted Value Portfolio (DTMVX), Dimensional U.S. The equivalent Fidelity index fund to FZIPX is 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? 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. 5 U.S. Small-Cap Value Index Funds - Investopedia The use of the term "advisor(s)" throughout this site shall refer to both investment advisors and broker dealers as a collective term. SFSNXs average 10-year returns were in the top quartile of the category, demonstrating the potential of the strategy. 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. VXUS vs. VEU Which Vanguard Total International ETF? 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. Fidelity Zero Large Cap Index Mutual FundLarge Cap Index, which would That said, theres no lack of conflicting data and opinions on this thesis, depending upon your time frame. 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 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 Small cap index funds? : r/Fidelity - reddit FXNAX has a fee of 0.025%. Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. {{(fundDetails.hypothetical | limitTo:-1)[0].date}}, AS OF The fund takes the S&P SmallCap 600 Index as its benchmark. 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. Fidelity ZERO Large Cap Index Fund ( FNILX) Information, Important Performance and Policy Transamerica Partners Stock Index Ret OptThis Separate Account invests {{((fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Money Manager Allocation'})[0].holdingSubTypes[0].holdingSubTypeLaggeds | filter:{lagPeriod:'0M'})[0].laggedDate }}, As Of FIDELITY SMALL CAP INDEX FUND | Markets Insider 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. Timely insights from our portfolio managers and analysts, Understanding the reality and potential of cryptocurrencies, {{managerTenureInfo.averageFidelityTenure | checkTenureValueInYears}}, {{managerTenureInfo.averageFundTenure | checkTenureValueInYears}}, {{averageAnnualTotalReturns.lifeReturn | naCheckPlus:2}}, {{cumlReturnsData.lifeReturn | naCheckPlus:2}}, {{dailyYields.daily.distributions.oneDayYield | naCheckPercent:2}}, {{holdingSubTypes.holdingValue | naCheckPercent:2}}, vs. {{ fundDetails.risk.indexShortName | naCheck }}, {{ fundDetails.risk.indexShortName | naCheck }}, {{((fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Aggregate of Top Holdings'})[0].holdingSubTypes | filter:{holdingSubTypeCode:'AGGR10'})[0].holdingValue | naCheckPercent: 2}}, {{((fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Aggregate of Top Holdings'})[0].holdingSubTypes | filter:{holdingSubTypeCode:'AGGR20'})[0].holdingValue | naCheckPercent:2}}, {{((fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Aggregate of Top Holdings'})[0].holdingSubTypes | filter:{holdingSubTypeCode:'AGGR50'})[0].holdingValue | naCheckPercent:2}}, {{ fundDetails.overview.annualizedTurnoverRate | naCheckPercent}}, {{managerTenureInfo.averageFidelityTenure | checkTenureValueInYears}} Year, {{managerTenureInfo.averageFundTenure | checkTenureValueInYears}} Year, at {{price.strikeTime | convertTimeAMPM}}, As of {{fundDetails.priceStatistics.fundPriceStatsDate}}, {{indexReturnOneValue.oneYearReturn | naCheckZeroOrPlus:2 }}, {{indexReturnOneValue.threeYearReturn | naCheckZeroOrPlus:2 }}, {{indexReturnOneValue.fiveYearReturn | naCheckZeroOrPlus:2 }}, {{indexReturnOneValue.tenYearReturn | naCheckZeroOrPlus:2 }}, {{indexReturnOneValue.lifeReturn | naCheckZeroOrPlus:2 }}, as of {{dailyYields.daily.distributions.asOfDate}}, as of {{fundDetails.priceStatistics.fundAssetsDate}}, {{fundDetails.priceStatistics.portfolioNetAssets/1000000 | currency}}, {{(fundDetails.overview.featureInformation | filter:{featureCode:'CTERB'})[0].featureValue.split('%')[1]}}, {{(fundDetails.overview.featureInformation | filter:{featureCode:'CTERB'})[0].featureValue.split('%')[0] | naCheckPercent | naCheck: na}}, {{(fundDetails.overview.featureInformation | filter:{featureCode:'CTERA'})[0].featureValue.split('%')[1]}}, {{(fundDetails.overview.featureInformation | filter:{featureCode:'CTERA'})[0].featureValue.split('%')[0] | naCheckPercent | naCheck: na}}, {{(fundDetails.overview.featureInformation | filter:{featureCode:'ERAER'})[0].featureValue.split('%')[1]}}, {{(fundDetails.overview.featureInformation | filter:{featureCode:'ERAER'})[0].featureValue.split('%')[0] | naCheckPercent | naCheck: na}}, {{(fundDetails.overview.featureInformation | filter:{featureCode:'TAFOE'})[0].featureValue.split('%')[1]}}, {{(fundDetails.overview.featureInformation | filter:{featureCode:'TAFOE'})[0].featureValue.split('%')[0] | naCheckPercent | naCheck: na}}, {{(fundDetails.overview.featureInformation | filter:{featureCode:'NTEXP'})[0].featureValue.split('%')[1]}}, {{(fundDetails.overview.featureInformation | filter:{featureCode:'NTEXP'})[0].featureValue.split('%')[0] | naCheckPercent | naCheck: na}}, {{(fundDetails.overview.featureInformation | filter:{featureCode:'ENOFW'})[0].featureValue.split('%')[1]}}, {{(fundDetails.overview.featureInformation | filter:{featureCode:'ENOFW'})[0].featureValue.split('%')[0] | naCheckPercent | naCheck: na}}, as of {{fundDetails.wamData.averageMaturityDaysDate}}, as of {{fundDetails.wamData.averageMaturityYearsDate}}, As of {{fundDetails.morningstar.ratingsAsOfDate}}, As of {{holdingSubTypeLagged.laggedDate}}, As of {{fundDetails.characteristics.asOfDate}}, As of Disclosure: Some of the links on this page are referral links. Gear advertisements and other marketing efforts towards your interests. These cookies do not store any personal information. I lead the Paid Search marketing efforts at Gild Group. 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. Internet Explorer users: we recommend using version 9 or newer when submitting date ranges greater than one year. Schwabs Fundamental U.S. Small Company Index Fund tracks the Russell RAFI US Small Company Index. Do your own due diligence. Terms of Service apply. Theranoss Elizabeth Holmes gives birth to second baby, pushes to delay starting her 11-year prison term, Elon Musks bid to implant chips into human brains shot down by FDA. A small-cap stock has a total share value of $300 million to $2 billion, although the precise figures used vary among brokerages. {{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:'-':'/'}}. Fidelity Small Cap Value Index Fund There are currently no items in this Watchlist. Information, {{managerInformation.firstName}} Have Watchlists? Large Value. {{ fundDetails.holdings.fundHoldings[0].indexShortName}}, AS OF "FidelitySmall Cap Enhanced Index Fund - Composition.". Small Value Funds | Morningstar 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. Fidelity Small Cap Value Index Fund (FISVX) | Fidelity Institutional Fidelity has offered Fidelity-branded index funds for a pretty long time. This fund has about 1,400 holdings and a fee of 0.05%. | Period: {{featureValue.featureValue}} Days 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) 5 Best Fidelity Mutual Funds to Buy in 2023 Jan. 12, 2023 at 12:03 a.m. To get the best possible experience please use the latest version of Chrome, Firefox, Safari, or Microsoft Edge to view this website. Maintaining independence and editorial freedom is essential to our mission of empowering investor success. Over the longer term, small-cap index funds have delivered superior returns to their large-cap brethren. Save my name, email, and website in this browser for the next time I comment. ", Dimensional Fund Advisors. 015% Expense Ratio Dividend Reinvestment Broad Diversification While Vanguard is my favorite. Our list of best small cap index funds offers a choice for value, growth, blend and strategy investors all for below-category fees. {{(compositionService.getHoldingsData(fundDetails.holdings.fundHoldings[0].holdings, 'Fund of Fund Holding within a Fund', ['0M'])[0].holdingSubTypeLaggeds | filter:lagPeriod='0M')[0].laggedDate}}, As Of "Tax-Managed U.S. Something went wrong. 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 The People Pillar is our evaluation of the FISVX management teams experience and ability.
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