This website uses cookies to improve your experience while you navigate through the website. The Fidelity ZERO Extended Market Index Fund tracks the Fidelity U.S. Extended Investable Market Index. Investors seeking a reasonably priced small cap fund, with the possibility of outperforming the unmanaged index, might investigate SFSNX. ; It is mandatory to procure user consent prior to running these cookies on your website. A small-cap stock has a total share value of $300 million to $2 billion, although the precise figures used vary among brokerages. 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 SMALL CAP INDEX FUND | Markets Insider Markets Stocks Indices Commodities Cryptocurrencies Currencies ETFs News Fidelity Small Cap Index Fund Fund , FSSNX 23.42. 5 Best Fidelity Mutual Funds to Buy in 2023 Jan. 12, 2023 at 12:03 a.m. FXNAX - Fidelity U.S. FISVX - Fidelity Small Cap Value Index Fund | Fidelity Investments That's why we introduced zero expense ratio index mutual funds. Have Watchlists? {{managerInformation.lastName}}, {{ fundDetails.holdings.fundHoldings[0].indexShortName}}, Important Performance and Policy The equivalent Fidelity index fund to FZIPX is the. This is way too high. {{fundDetails.morningstar.ratingsAsOfDate}}; We then composed our list by choosing a variety of options with the lowest relative fees and category-beating performance. (2023). Once these stocks return to a fair valuation, investors should benefit from higher prices and capital growth. Your email address will not be published. {{ fundDetails.holdings.fundHoldings[0].indexShortName}}, As Of 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 Editorial Note: We earn a commission from partner links on Forbes Advisor. Transamerica Partners Stock Index Ret OptThis Separate Account invests Lipper Category: {{ (fundDetails.lipper[0].fundLipperData | filter:{lipperDataTypeCd:'MFTOLOBPG'})[0].lipperName | naCheck }}. As such, this fund is entirely U.S. large cap stocks, though its considered a sufficient proxy for the entire U.S. stock market. 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. 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 information on this website is for informational and recreational purposes only. Value stocks typically trade at low prices relative toperformance. {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Sub-Industry Diversification'} : true)[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}} To get the best possible experience please use the latest version of Chrome, Firefox, Safari, or Microsoft Edge to view this website. The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers. Fidelity Small-cap value fund - Bogleheads.org Information, Important Performance and Policy | Period: {{featureValue.featureValue}} Days The fund is sponsored by State Street Global Advisors. The S&P 600 is an index of small-cap stocks managed by Standard & Poor's, comparable to the Russell 2000. 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. 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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:'-'}} It invests in securities included in the Russell 2000 Value. {{(compositionService.getHoldingsData(fundDetails.holdings.fundHoldings[0].holdings, 'Bond Credit Quality', ['0M'])[0].holdingSubTypeLaggeds | filter:lagPeriod='0M')[0].laggedDate}} Although passive index funds are frequently recommended over active management, theres a camp that still believes actively managed small-cap funds are better. "US Targeted Value Portfolio (I). The comparable Fidelity ZERO fund for this market segment is FNILX. ", Vanguard. exceptions) that the fund would pay; the respective contract Fidelity Large Cap Value Index Fund No Transaction Fee 1 Monthly Fact Sheet (PDF) Prospectus More Morningstar Snapshot* AS OF 1/31/2023; Morningstar Category: Large Value *Data provided by Morningstar Overall Rating Rating Information Returns Low AVG High Expenses LowAVGHigh Risk of this Category LOWERHIGHER More Performance 2 The Vanguard 500 Index Fund has existed for 44 years, but the (original name) Fidelity Spartan US Index Fund has existed for 32 years. 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. 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. All Rights Reserved. Shes enjoying her dream with publishing credits on US News and World Report, GoBanking Rates, Investopedia, MSN Money, Investors Business Daily and more. Fsmax Vs Fsmaxm 14kN ab FS max Sa*b b1I z 22103 1235106 0. FSMAX's FLCOX - Fidelity Large Cap Value Index Fund - Fidelity Investments Read my lengthier disclaimer here. "Vanguard Small-Cap Value Index Fund(VSIAX). $21.85-$0.01 / -0.06%. Your financial situation is unique and the products and services we review may not be right for your circumstances. These cookies do not store any personal information. 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. How we use your information depends on the product and service that you use and your relationship with us. | CUSIP: {{fundHistoricalPrices.cusipNo}} Do you own any of these Fidelity index funds? FIDELITY SMALL CAP INDEX FUND | Markets Insider All quotes are in local exchange time. 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. His personal finance column appears on the sites of more than 100 regional and community banks. It looks for companies that have a low price-to-book ratio, and will also consider price-to-cash flow and price-to-earnings ratios. Bond Index Fund FXNAX is an index fund for the total U.S. bond market for those wanting some asset class diversification outside stocks. 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. The fund allocates a hefty 19% of its portfolio to the industrial sector and roughly 15% each to financials and consumer discretionary stocks. 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 [] We also use third-party cookies that help us analyze and understand how you use this website. Performance fee. There are currently no items in this Watchlist. 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 offers that appear in this table are from partnerships from which Investopedia receives compensation. {{fundDetails.morningstar.ratingsAsOfDate}} The use of the term "advisor(s)" throughout this site shall refer to both investment advisors and broker dealers as a collective term. Her Encyclopedia of Personal Finance is a teaching tool for financial literacy. expires on {{fundDetails.overview.expenseCapExpDate | Fidelity Flex Mid Cap Index Fund - Fidelity Investments expires on {{fundDetails.overview.expenseCapExpDate | However, if youre in a higher tax bracket and looking for small-cap exposure in a taxable brokerage account, its worth checking out VTMSX. You also have the option to opt-out of these cookies. I lead the Paid Search marketing efforts at Gild Group. 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. Roughly 21% of VSGAXs portfolio is in the healthcare sector, followed by 19% in industrials. Information, Important Performance and Policy 2023 Forbes Media LLC. "FidelitySmall Cap Enhanced Index Fund - Composition.". Information, {{managerInformation.firstName}} Aggregate Bond Index. The Tax-Managed U.S. Intraday Data provided by FACTSET and subject to terms of use. Privacy Notice | Information, Important Performance 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. This website uses cookies to improve your experience. The fund's expense ratio is relatively low at 0.07%, which is the same as the ETF version (also 0.07%). This is not financial advice, investing advice, or tax advice. Fidelity ZERO Large Cap Index Fund - Fidelity Investments Fidelity Small Cap Value Index Fund (FISVX) - Yahoo! Due to the funds approach, youll find 22.4% in financials, 21.8% in industrials and 14.0% in the consumer discretionary sector. VOO vs. VTI Vanguard S&P 500 or Total Stock Market ETF? Analytical and entrepreneurial-minded data nerd, usability enthusiast, Boglehead, and Oxford comma advocate. 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Dimensional achieves this by offsetting capital gains with losses and delaying capital gains until they are taxed at lower, long-term rates. Fidelity Zero Large Cap Index Mutual FundLarge Cap Index, which would What do we do? 5 U.S. Small-Cap Value Index Funds - Investopedia Thomas J. Brock is a CFA and CPA with more than 20 years of experience in various areas including investing, insurance portfolio management, finance and accounting, personal investment and financial planning advice, and development of educational materials about life insurance and annuities. Unlock our full analysis with Morningstar Investor. "Tax-Managed US Targeted Value Portfolio. See the full list here. Average annual returns -31.32% year to date -22.63% one year 10.63% three years ", Dimensional Fund Advisors. naCheck:'Not Available'}}. They do have some very affordable sector ETFs that I covered in a separate post here. 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. The Manning & Napier Rainier International Discovery fund owns small-cap and mid-cap international stocks. 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. The U.S. 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. Last Updated: January 17, 2023 No Comments 2 min. {{(fundDetails.hypothetical | limitTo:-1)[0].date}}, AS OF 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. Don't subscribeAllReplies to my comments Notify me of followup comments via e-mail. Fidelity Global Small Cap Fund. With 6,374 constituents, the index covers about 14% of the free float-adjusted market capitalization in each country. Average turnover is about 24% of its portfolio. Privacy Policy and The final list of best small cap index funds provides a reference list of high-quality, low-fee choices from top-shelf fund families. Will financial advice help me save more for retirement? It has an expense ratio of 0.44%. It is not investment advice. Disclosure: Some of the links on this page are referral links. FISVX: Fidelity Small Cap Value Index Fund - Bogleheads.org USD | NAV as of Mar 03, 2023 | 1-Day Return as of Mar 03, 2023, 11:14 PM GMT+0. riskPeriod.annualizedAlpha | naCheckPrecision:2}}, {{ naCheck:'Not Available'}}. (U.S. Stocks), 6 Popular Invesco ETFs for Indexing, Factors, & Income, How to Invest in the Dow Jones Index ETF Options. Fidelity Small Cap Value Index Fund Historical and current end-of-day data provided by FACTSET. Please try again later. Cookie Notice (). Past performance does not guarantee future returns. Vanguard Group (Ireland) Limited. 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. Index funds tend to charge low expense ratios, so we only included funds that charge less than 0.40%. Fidelity Global Small Cap Opportunities Fund The Parent Pillar is our rating of FISVXs parent organizations priorities and whether theyre in line with investors interests. 2.80b. FIAM products and services may be presented by FDC LLC, a non-exclusive financial intermediary affiliated with FIAM and compensated for such services. Beginners Start Here 10 Steps To Start Building Wealth, What Is the Stock Market? Dimensional U.S. Commissions do not affect our editors' opinions or evaluations. {{ fundDetails.overview.portfolioInceptionDate | naCheck}}. Check out my flat-fee-only fiduciary friends over at Advisor.com. The ticker for Fidelity's small cap index fund is FSSNX. Don't want to do all this investing stuff yourself or feel overwhelmed? document.getElementById("ak_js_1").setAttribute("value",(new Date()).getTime()); Sign up to receive email updates when a new post is published. {{ fundDetails.morningstar.morningstarCategory }} funds, {{holdingSubTypeLagged.holdingsPercent | naCheckPercent}}, {{characteristicDetail.fundCharacteristicValue | forceRange0To100 | naCheckPercent}}, Range: {{characteristicDetail.characteristicName}}, FUND INCEPTION Fidelitys index fund for this market segment is FISVX, which seeks to track the Russell 2000 Value Index. <bi-shortcode id="summary-shortcode" data-type="summary-shortcode" class="mceNonEditable" contenteditable="false">Summary List Placement</bi-shortcode><p>Dear Readers . Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. "Tax-Managed U.S. Use the fields below to view prices & yields going back to a fund's inception date and distributions going back 10 years.