fidelity small cap value index fund

fidelity small cap value index fund

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. These cookies do not store any personal information. {{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. S&P 500, total U.S. stock market, etc.) Fidelity has offered Fidelity-branded index funds for a pretty long time. The remaining candidates included a short list of small-cap blend, value and growth funds. Subscriber Agreement & Terms of Use | The data displayed is what was available on the date selected. Major holdings include Apple, Microsoft, Amazon, Tesla and Alphabet. USA . As of Q1 2021, the mutual fund held about $44.7 billion in small- and mid-cap stocks that track the CRSP U.S. Small-Cap Value Index. To get the best possible experience please use the latest version of Chrome, Firefox, Safari, or Microsoft Edge to view this website. 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. 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 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. Strength in Fidelity Small Cap Value Indexs People Pillar and Parent Pillar underpin this strategy's Morningstar Quantitative Rating of Bronze. Read more here. 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. Lump Sum Investing (DCA vs. LSI), How To Invest Your HSA (Health Savings Account), Factor Investing and Factor ETFs The Ultimate Guide, Paul Merriman Ultimate Buy and Hold Portfolio. I have no formal financial education. Note that we have deviated from the strict index fund classification by including two factor-based funds. "Tax-Managed US Targeted Value Portfolio. As of Q1 2021, the fund held about $729 million in assets, with 23.1% allocated to healthcare, 16.6% to financials, and 16.3% to information technology. riskPeriod.informationRatio | naCheckPrecision:2}}, {{ riskPeriod.r2 To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research. 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. Healthcare dominated its allocation at 21%, followed by financials with 17.2%, and information technology and industrials each with about 15%. At the end of April 2021, the fund held $4.8 billion invested in more than 1,900 positions. {{((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 | 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 Don't subscribeAllReplies to my comments Notify me of followup comments via e-mail. "TIAA-CREF Small-Cap Blend Index Fund. Something went wrong. Maintaining independence and editorial freedom is essential to our mission of empowering investor success. Information, {{indexData.indexBasicData.indexShortName }}, Important Performance and Policy It is not a recommendation to buy, sell, or otherwise transact in any of the products mentioned. Shes enjoying her dream with publishing credits on US News and World Report, GoBanking Rates, Investopedia, MSN Money, Investors Business Daily and more. Over the longer term, small-cap index funds have delivered superior returns to their large-cap brethren. This website uses cookies to improve your experience while you navigate through the website. {{ fundDetails.holdings.fundHoldings[0].indexShortName}}, AS OF 015% Expense Ratio Dividend Reinvestment Broad Diversification While Vanguard is my favorite. The ticker for Fidelity's small cap index fund is FSSNX. 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 Morningstar Category: Mutual fund investors looking to tap the small cap market might appreciate this zero minimum and zero management fee fund. Historical and current end-of-day data provided by FACTSET. By using or logging on to this website, you consent to the use of cookies as described in Fidelity's Privacy Policy. 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. 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:'-'}} 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 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 Disclosure: Some of the links on this page are referral links. Barbara A. Friedberg, MS, MBA is a former portfolio manager and university investments instructor. The Fund seeks to provide investment results that correspond to the total return of stocks of small-capitalization U.S. companies. Commissions, trailing commissions, management fees and expenses all may be associated with . 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 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. It invests in securities included in the Russell 2000 Value Index, a market cap-weighted index designed to measure the performance of the small-cap value segment of the U.S. equity market. {{(compositionService.getHoldingsData(fundDetails.holdings.fundHoldings[0].holdings, 'Bond Credit Quality', ['0M'])[0].holdingSubTypeLaggeds | filter:lagPeriod='0M')[0].laggedDate}} 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? Distribution Schedule: na{{schedules.monthName }}. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. 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 Flex Small Cap Index Fund ( since 3/9/2017 ) Spartan Developed International Index Pool Class A ( since 8/11/2017 ) Spartan Large Cap Value Index Pool Class A ( since 7/14/2017 ) Spartan Large Cap Growth Index Pool Class A ( since 7/14/2017 ) Fidelity Small Cap Growth Index Fund ( since 7/11/2019 ) From our perspective, the last ten years have rewarded small-cap value investors with healthy returns and robust dividends. Benchmark: This is not financial advice, investing advice, or tax advice. . ", Fidelity. Let me know in the comments. FXNAX has a fee of 0.025%. 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. When you visit the site, Dotdash Meredith and its partners may store or retrieve information on your browser, mostly in the form of cookies. Vanguard Small-Cap Value Index Fund(VSIAX), US Targeted Value Portfolio (I) - Prospectus, Tax-Managed U.S. We began our search for the best small-cap index funds by building a list of Morningstars highest-rated U.S.-centric and international funds. 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. VXUS vs. VEU Which Vanguard Total International ETF? (7HANDL ETF). expires on {{fundDetails.overview.expenseCapExpDate | | Symbol: {{fundHistoricalPrices.tradingSymbol}} ({{fund.tradingSymbol}}), {{shareClassAttribute.displayShareClassShortName}}, {{managerInfo.firstName}} {{managerInfo.lastName}}, {{indexReturn.indexBasicData.indexShortName}}, Important Performance and Policy Information, Important Performance and Policy Information, Important Performance and Policy The number of funds in Morningstar's {{ fundDetails.morningstar.morningstarCategory }} From there, we eliminated actively managed funds that lacked any indexing component. All Rights Reserved. Value stocks typically trade at low prices relative toperformance. Fidelity 500 Index Fund ( since 8/4/2003 ) Fidelity SAI Small-Mid Cap 500 Index Fund ( since 8/12/2015 ) Fidelity Flex Mid Cap Index Fund ( since 3/9/2017 ) Spartan 500 Index Pool Class E ( since 11/3/2017 ) Fidelity Commodity Strategy Fund ( since 5/30/2017 ) This category only includes cookies that ensures basic functionalities and security features of the website. Switch Edition. 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 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 This browser is no longer supported at MarketWatch. VT vs. VTI Global Stock Market vs. Total U.S. Stock Market. Provide specific products and services to you, such as portfolio management or data aggregation. That said, theres no lack of conflicting data and opinions on this thesis, depending upon your time frame. 2.80b. {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Currency Diversification'})[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}} Please try again later. The equivalent Fidelity index fund to FZIPX is the. 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. Learn more about mutual funds at fidelity.com. The fund is sponsored by State Street Global Advisors. Benchmark: Dimensional achieves this by offsetting capital gains with losses and delaying capital gains until they are taxed at lower, long-term rates. Fidelity seems to be winning the race to zero for fees on index funds. Unlock our full analysis with Morningstar Investor. We also respect individual opinionsthey represent the unvarnished thinking of our people and exacting analysis of our research processes. {{fundDetails.morningstar.ratingsAsOfDate}} . {{brickletData.riskMeasures.dependentAsOfDate}}, {{ Roth IRA vs. 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. Morningstar Category: {{ fundDetails.morningstar.morningstarCategory | naCheck }}, As Of To boost total returns, the fund also lends shares. Lipper Category: {{ (fundDetails.lipper[0].fundLipperData | filter:{lipperDataTypeCd:'MFTOLOBPG'})[0].lipperName | naCheck }}. The fund's expense ratio is relatively low at 0.07%, which is the same as the ETF version (also 0.07%). FXNAX - Fidelity U.S. {{(fundDetails.lipper[0].fundLipperData | filter:{lipperDataTypeCd:'MFTOLOBPG'})[0].lipperDate}} Necessary cookies are absolutely essential for the website to function properly. Benchmark: For the best MarketWatch.com experience, please update to a modern browser. 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. You might be using an unsupported or outdated browser. expires on {{fundDetails.overview.expenseCapExpDate | Total fund size. Download Data. VOO vs. VTI Vanguard S&P 500 or Total Stock Market ETF? FNILX - Fidelity ZERO Large Cap Index Fund ; Previous Close, 13. {{((fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Money Manager Allocation'})[0].holdingSubTypes[0].holdingSubTypeLaggeds | filter:{lagPeriod:'0M'})[0].laggedDate }}, As Of Information, Important Performance and Policy Targeted Value Portfolio (DFFVX), TIAA-CREF Small-Cap Blend Index Fund (TISBX), Fidelity Small Cap Enhanced Index Fund (FCPEX). Check out my flat-fee-only fiduciary friends over at Advisor.com. The objective of the actively managed ETF Tracking Basket is to construct a portfolio of stocks and representative index ETFs that tracks the daily performance of an actively managed ETF without exposing current holdings, trading activities, or internal equity research. Schwabs Fundamental U.S. Small Company Index Fund tracks the Russell RAFI US Small Company Index. See Fidelity Small Cap Value Fund performance, holdings, fees, risk and other data . The MSCI ACWI Small Cap Index captures small cap representation across 23 Developed Markets (DM) and 24 Emerging Markets (EM) countries*. ", Vanguard. The fund's benchmark is the Russel 2000 Value Index. (2023). Investors seeking a reasonably priced small cap fund, with the possibility of outperforming the unmanaged index, might investigate SFSNX. Information, Important Performance and Policy Wed like to share more about how we work and what drives our day-to-day business. These five funds are among the few small-cap index funds that focus all or in part on value selection: For a diversified portfolio, consider adding these small-cap index funds that focus mostly or all on value. 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. 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. Benchmark: The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers. How To Find The Cheapest Travel Insurance, Best Investment Portfolio Management Apps, Manning & Napier Rainier International Discovery Fund (RAIWX), Schwab Fundamental U.S. Small Company Index Fund (SFSNX), Vanguard Tax-Managed Small Cap Admiral Fund (VTMSX), Fidelity ZERO Extended Market Index Fund (FZIPX), Vanguard Russell 2000 Value Index Fund (VSIAX), Vanguard Small Cap Growth Index Fund (VSGAX), Buy The Dip: Best Cheap Stocks To Buy Now. KFCs Double Down isnt the only sandwich going beyond the bun. Due to the funds approach, youll find 22.4% in financials, 21.8% in industrials and 14.0% in the consumer discretionary sector. Share class launch date. are for illustrative purposes only. Intraday data delayed at least 15 minutes or per exchange requirements. {{(compositionService.getHoldingsData(fundDetails.holdings.fundHoldings[0].holdings, 'Fund of Fund Holding within a Fund', ['0M'])[0].holdingSubTypeLaggeds | filter:lagPeriod='0M')[0].laggedDate}}, As Of Have Watchlists? Where applicable, Ive included the comparable ZERO fund, but just remember I detailed here how you cannot buy or transfer those outside of Fidelity, so keep that in mind. ET on Zacks.com Is Fidelity Small Cap Value (FCPVX) a Strong Mutual Fund Pick Right Now? I have first-hand experience with every product or service I recommend, and I recommend them because I genuinely believe they are useful, not because of the commission I get if you decide to purchase through my links. Large Value. ", Dimensional Fund Advisors. {{ fundDetails.overview.portfolioInceptionDate | naCheck}}. FSKAX goes a bit further and includes small and mid caps within the U.S., thereby capturing the entire U.S. stock market via the Dow Jones U.S. Total Stock Market Index. Aggregate Bond Index. With 6,374 constituents, the index covers about 14% of the free float-adjusted market capitalization in each country. riskPeriod.independentRiskPeriod.annualizedStandardDeviation | 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 [] To give you perspective, the highest ER in my three-fund portfolio in Fidelity 401K (FXAIX, VTSNX, VBTIX) is 0.07%. We sell different types of products and services to both investment professionals and individual investors. {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Environmental'} : true)[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}} | 1-Day Return as of Mar 03, 2023, 11:14 PM GMT+0, Muni National Intermediate-Term Bond Funds. 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. {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Sub-Industry Diversification'} : true)[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}} {{ fundDetails.overview.objectiveText | naCheck }}, {{ fundDetails.overview.strategyText | naCheck }}, {{ fundDetails.overview.riskText | naCheck }}, As Of

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fidelity small cap value index fund

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