Fidelity Small Cap Value Index Fund (FISVX) - Yahoo! News Investments Community Fix The Future Careers Before investing have your client consider the funds', variable investment products', or exchange traded products' investment objectives, risks, charges, and expenses. Are you sure you want to rest your choices? Analytical and entrepreneurial-minded data nerd, usability enthusiast, Boglehead, and Oxford comma advocate. Due to the funds approach, youll find 22.4% in financials, 21.8% in industrials and 14.0% in the consumer discretionary sector. {{ fundDetails.overview.objectiveText | naCheck }}, {{ fundDetails.overview.strategyText | naCheck }}, {{ fundDetails.overview.riskText | naCheck }}, As Of FZIPXs portfolio is made up of companies that lean toward the value camp. 960 stocks covered by more than 179 equity research professionals 1. 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. Her Encyclopedia of Personal Finance is a teaching tool for financial literacy. His personal finance column appears on the sites of more than 100 regional and community banks. Vanguard Small-Cap Value Index Fund(VSIAX), US Targeted Value Portfolio (I) - Prospectus, Tax-Managed U.S. Distribution Schedule: na{{schedules.monthName }}. The information on this website is for informational and recreational purposes only. Fidelity's index fund for this market segment is FISVX, which seeks to track the Russell 2000 Value Index. That means small-cap fund investors require patience to yield these superior results. Over the longer. You can also subscribe without commenting. Ready for a doughnut burger or pickle sub? Provide specific products and services to you, such as portfolio management or data aggregation. 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. I can see Fidelity Small-Cap Value fund (FCPVX), but its expense ratio is 0.91%: https://fundresearch.fidelity.com/mutua . {{(compositionService.getHoldingsData(fundDetails.holdings.fundHoldings[0].holdings, 'Bond Credit Quality', ['0M'])[0].holdingSubTypeLaggeds | filter:lagPeriod='0M')[0].laggedDate}} Total Market Index Fund - Fidelity Investments 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. 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When you visit the site, Dotdash Meredith and its partners may store or retrieve information on your browser, mostly in the form of cookies. filter:{holdingSubTypeCode:'HLDCT'})[0].holdingValue}} holdings 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). We also reference original research from other reputable publishers where appropriate. * Intended for individuals who manage their workplace retirement plans or other benefits through Fidelity. 015% Expense Ratio Dividend Reinvestment Broad Diversification While Vanguard is my favorite. Performance fee. Commissions do not affect our editors' opinions or evaluations. {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Sub-Sector Diversification'} : true)[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}} 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. 5 Best Fidelity Mutual Funds to Buy in 2023 Jan. 12, 2023 at 12:03 a.m. VXUS vs. IXUS Vanguard or iShares International ETF? | CUSIP: {{fundHistoricalPrices.cusipNo}} 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 Stocks in the bottom 10% of the capitalization of the. Although passive index funds are frequently recommended over active management, theres a camp that still believes actively managed small-cap funds are better. Targeted Value Portfolio, Dimensional Tax-Managed U.S. "FidelitySmall Cap Enhanced Index Fund. {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Real Estate Sub Sector'} : true)[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}} Information, Important Performance and Policy With 6,374 constituents, the index covers about 14% of the free float-adjusted market capitalization in each country. This fund has about 1,400 holdings and a fee of 0.05%. The People Pillar is our evaluation of the FISVX management teams experience and ability. naCheckPrecision:2}}, as of {{fundDetails.wamData.durationDate}}, as of {{fundDetails.overview.annualizedTurnoverRateDate}}, {{ historicalReturn.annualReturn | naCheckPercent:2 }}, {{ historicalReturn.distData.totalCapitalGainsAmount | naCheckDollar:6 }}, {{ historicalReturn.distData.totalDividendsAmount | naCheckDollar:6 }}, {{ historicalReturn.distData.ytdMilRate | naCheckDollar:9 }}, {{cumTotReturns.overview.portfolioInceptionDate | naCheck}}, {{ price.cumYtd.toString() | naCheckPercentPlusMinus:2 }}, {{cumTotalReturnAtNav.oneMonthReturn | naCheckPercentPlusMinus:2}}, {{cumTotalReturnAtNav.threeMonthReturn | naCheckPercentPlusMinus:2}}, {{ cumTotalReturnAtNav.sixMonthReturn | naCheckPercentPlusMinus:2}}, {{cumTotalReturnAtNav.oneYearReturn | naCheckPercentPlusMinus:2}}, {{cumTotalReturnAtNav.threeYearReturn | naCheckPercentPlusMinus:2}}, {{cumTotalReturnAtNav.fiveYearReturn | naCheckPercentPlusMinus:2}}, {{cumTotalReturnAtNav.tenYearReturn | naCheckPercentPlusMinus:2}}, {{cumTotalReturnAtNav.lifeReturn | naCheckPercentPlusMinus:2}}, {{loadAfterTaxQuarterAtNav.oneMonthReturn | naCheckPercentPlusMinus:2}}, {{loadAfterTaxQuarterAtNav.threeMonthReturn | naCheckPercentPlusMinus:2}}, {{loadAfterTaxQuarterAtNav.sixMonthReturn | naCheckPercentPlusMinus:2}}, {{loadAfterTaxQuarterAtNav.oneYearReturn | naCheckPercentPlusMinus:2}}, {{loadAfterTaxQuarterAtNav.threeYearReturn | naCheckPercentPlusMinus:2}}, {{loadAfterTaxQuarterAtNav.fiveYearReturn | naCheckPercentPlusMinus:2}}, {{loadAfterTaxQuarterAtNav.tenYearReturn | naCheckPercentPlusMinus:2}}, {{loadAfterTaxQuarterAtNav.lifeReturn | naCheckPercentPlusMinus:2}}, {{(fundDetails.lipper[0].fundLipperData | filter:{lipperDataTypeCd:'MFTOLOBPG'})[0].lipperDate}}, Lipper Category: {{ (fundDetails.lipper[0].fundLipperData | filter:{lipperDataTypeCd:'MFTOLOBPG'})[0].lipperName | naCheck }}, {{ fundDetails.characteristics.asOfDate }}, {{ characteristic.fundCharacteristicValue | naDollarPercent : characteristic.characteristicDisplaySymbolCode }}, {{ characteristic.fundIndexValueDifference | naDollarPercent : characteristic.characteristicDisplaySymbolCode }}, {{ characteristic.fundSecuritiesCoverage.securitiesCovered }}, {{ characteristic.fundSecuritiesCoverage.totalSecurities }}, {{ characteristic.indexCharacteristicValue | naDollarPercent : characteristic.characteristicDisplaySymbolCode }}, Last 3 months: {{fundDetails.attribution[0].attribution3MonthsData.startDt }} - {{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:'-'}} Given this possibility, weve included several small cap strategy funds. We may use it to: To learn more about how we handle and protect your data, visit our privacy center. Transamerica Partners Stock Index Ret OptThis Separate Account invests 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. Your email address will not be published. To get the best possible experience please use the latest version of Chrome, Firefox, Safari, or Microsoft Edge to view this website. From there, we eliminated actively managed funds that lacked any indexing component. We'll assume you're ok with this, but you can opt-out if you wish. | naCheckPrecision:2}}, {{ riskPeriod.annualizedTrackingError | naCheckPrecision:2}}, {{ riskPeriod.downsideVolatility | naCheckPrecision:2}}, {{ riskPeriod.relativeVolatility | naCheckPrecision:2}}, As of "Tax-Managed US Targeted Value Portfolio. Targeted Value Portfolio is similar to the fund above, but with an emphasis on minimizing federal taxes. Morningstar Category: 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. {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Regional Diversification'})[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}} Aggregate Bond Index. riskPeriod.informationRatio | naCheckPrecision:2}}, {{ riskPeriod.r2 Check out my flat-fee-only fiduciary friends over at Advisor.com. The iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) was launched on 09/07/2016, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Blend segment . 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 Privacy Notice | {{ fundDetails.morningstar.morningstarCategory | naCheck }}. $21.85-$0.01 / -0.06%. naCheckPrecision:2 }}, {{ At the end of April 2021, the fund held $4.8 billion invested in more than 1,900 positions. The S&P 600 is an index of small-cap stocks managed by Standard & Poor's, comparable to the Russell 2000. 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. With lower valuations, bargain hunting investors might gravitate to VSIAX. {{ fundDetails.holdings.fundHoldings[0].indexShortName}}, 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 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) 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. Last Updated: January 17, 2023 No Comments 2 min. Strength in Fidelity Small Cap Value Indexs People Pillar and Parent Pillar underpin this strategy's Morningstar Quantitative Rating of Bronze. 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. This compensation comes from two main sources. This category only includes cookies that ensures basic functionalities and security features of the website. The fund allocates a hefty 19% of its portfolio to the industrial sector and roughly 15% each to financials and consumer discretionary stocks. ", Dimensional Fund Advisors. Total fund size. | Period: {{featureValue.featureValue}} Days Verify your identity, personalize the content you receive, or create and administer your account. Align your investment choices with your personal values. . 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 Create a list of the investments you want to track. naCheck:'Not Available'}}. Contact Fidelity for a prospectus or a summary prospectus, if available, containing this information. 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) (U.S. Stocks), 6 Popular Invesco ETFs for Indexing, Factors, & Income, How to Invest in the Dow Jones Index ETF Options. Develop and improve features of our offerings. Index fund - Wikipedia {{managerInformation.lastName}}, {{ fundDetails.holdings.fundHoldings[0].indexShortName}}, Important Performance and Policy m 14kN ab FS max Sa*b b1I z 22103 1235106 0. FNILX - Fidelity ZERO Large Cap Index Fund ; Previous Close, 13.

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