Fidelity ZERO Large Cap Index Fund ( FNILX) This compensation comes from two main sources. See holdings data for Fidelity ZERO Large Cap Index Fund (FNILX). The remaining candidates included a short list of small-cap blend, value and growth funds. "US Targeted Value Portfolio (I). Verify your identity, personalize the content you receive, or create and administer your account. Past performance does not guarantee future returns. m 14kN ab FS max Sa*b b1I z 22103 1235106 0. Check out my flat-fee-only fiduciary friends over at Advisor.com. The data displayed is what was available on the date selected. All Rights Reserved. USA . Investopedia does not include all offers available in the marketplace. Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters. {{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 Subscriber Agreement & Terms of Use | Over the longer term, small-cap index funds have delivered superior returns to their large-cap brethren. Required fields are marked *. Read our editorial policy to learn more about our process. The fund takes a factor-based approach in building its portfolioits an active management strategy, although RAIWX maintains a comparable weighting to the MSCI ACWI ex USA Small Cap Index, and also overlays sustainable growth with reasonable valuation screens. naCheckPercent:2}}, {{(holdingsSubType.holdingSubTypeLaggeds | filter:{lagPeriod:'12M'})[0].holdingsPercent| We sell different types of products and services to both investment professionals and individual investors. | In some instances, the as of date will be older than the date selected. Targeted Value Portfolio - Prospectus, FidelitySmall Cap Enhanced Index Fund - Composition, Vanguard Small-Cap Value Index Fund (VSIAX), Dimensional Tax-Managed U.S. 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 ) Fidelity SAI Small-Mid Cap 500 Index Fund ( since 8/12/2015 ) Fidelity Flex Mid Cap Index Fund ( since 3/9/2017 ) Fidelity Commodity Strategy Fund ( since 5/30/2017 ) Spartan 500 Index Pool Class E ( since 11/3/2017 ) Fidelity ZERO International Index Fund ( since 8/2/2018 ) No. 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. PSLDX A Review of the PIMCO StocksPLUS Long Duration Fund. Information, Important Performance Total fund size. It invests in securities included in the Russell 2000 Value. A small-cap stock has a total share value of $300 million to $2 billion, although the precise figures used vary among brokerages. Roth IRA vs. Dimensional achieves this by offsetting capital gains with losses and delaying capital gains until they are taxed at lower, long-term rates. This allows me to continue producing high-quality, ad-free content on this site and pays for the occasional cup of coffee. 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. Although passive index funds are frequently recommended over active management, theres a camp that still believes actively managed small-cap funds are better. The fund's benchmark is the Russel 2000 Value Index. 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. Our diverse fund line-up is designed to help you meet investment objectives and asset allocation needs. Small-value funds invest in stocks of small companies that are less expensive or growing more slowly than the other small-cap stocks. Mutual fund investors looking to tap the small cap market might appreciate this zero minimum and zero management fee fund. | Symbol: {{fundHistoricalPrices.tradingSymbol}} Lets dive into the best Fidelity index funds. Ready for a doughnut burger or pickle sub? 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. {{ fundDetails.overview.objectiveText | naCheck }}, {{ fundDetails.overview.strategyText | naCheck }}, {{ fundDetails.overview.riskText | naCheck }}, As Of {{fundDetails.morningstar.ratingsAsOfDate}}; 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. We'll assume you're ok with this, but you can opt-out if you wish. Fidelity Large Cap Growth Index Fund (FSPGX) This fund invests at least 80% of its assets into securities included in the Russell 1000 Growth Index, with a focus on large-cap growth stocks. See additional Morningstar Rating information, As Of This compensation may impact how and where listings appear. Here well check out the 5 best Fidelity index funds for investors in 2023. Download Data. Performance fee. "Tax-Managed U.S. To give you perspective, the highest ER in my three-fund portfolio in Fidelity 401K (FXAIX, VTSNX, VBTIX) is 0.07%. 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 information on this website is for informational and recreational purposes only. ", Fidelity. {{ fundDetails.morningstar.styleMapAsOfDate }}, As Of FIAM products and services may be presented by FDC LLC, a non-exclusive financial intermediary affiliated with FIAM and compensated for such services. 17-Feb-2023; Inception 04-Apr-2011; Benchmark MSCI All Country World Small Cap Index; Aggregate assets (all series) $19.5M. The TIAA-CREF Small-Cap Blend Index Fund invests at least 80% of its assets in value and growth stocks found in the Russell 2000 Index. We then composed our list by choosing a variety of options with the lowest relative fees and category-beating performance. 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 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) The comparable Fidelity ZERO fund for this market segment is FZROX. At the end of April 2021, the fund held $4.8 billion invested in more than 1,900 positions. 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. Switch Edition. 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. Investopedia requires writers to use primary sources to support their work. 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. The Russell 2500 Index is a market-cap-weighted equity index that includes 2,500 mid-cap and large-cap stocks all under a market cap of $10 billion. This also provides a slight value tilt for SFSNXs portfolio. are for illustrative purposes only. {{ fundDetails.holdings.fundHoldings[0].indexShortName}}, As Of VT vs. VTI Global Stock Market vs. Total U.S. Stock Market. naCheckPrecision:2 }}, {{ Vanguards Tax-Managed Small Cap index fund admiral shares have a $10,000 minimum investment requirement, making them cost prohibitive for some investors. . 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. Shes enjoying her dream with publishing credits on US News and World Report, GoBanking Rates, Investopedia, MSN Money, Investors Business Daily and more. Necessary cookies are absolutely essential for the website to function properly. This is way too high. This is not financial advice, investing advice, or tax advice. Barbara A. Friedberg, MS, MBA is a former portfolio manager and university investments instructor. | CUSIP: {{fundHistoricalPrices.cusipNo}} Fidelity does not provide legal or tax advice. To help support our reporting work, and to continue our ability to provide this content for free to our readers, we receive compensation from the companies that advertise on the Forbes Advisor site. Stocks in the bottom 10% of the capitalization of the. NUSI ETF Review Is NUSI a Good Investment? As such, this fund is entirely U.S. large cap stocks, though its considered a sufficient proxy for the entire U.S. stock market. * Intended for individuals who manage their workplace retirement plans or other benefits through Fidelity. What Are Small-Cap Stocks, and Are They a Good Investment? 31-Jan-2023; MER 2.24%. as mutual funds; they dont have ETFs available for these yet. Vanguard. The Forbes Advisor editorial team is independent and objective. 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 SFSNXs average 10-year returns were in the top quartile of the category, demonstrating the potential of the strategy. Information, Important Performance and Policy Your email address will not be published. Have Watchlists? 960 stocks covered by more than 179 equity research professionals 1. The U.S. Visit a quote page and your recently viewed tickers will be displayed here. Dont want to do all this investing stuff yourself or feel overwhelmed? Small-cap value stocks are considered one of the outperforming factors by Nobel Prize winner Eugene Fama. 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 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. 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. and excludes the value of any cash collateral held for securities on loan and a fund's net other . The number of funds in Morningstar's {{ fundDetails.morningstar.morningstarCategory }} ET on Zacks.com Is Fidelity Small Cap Value (FCPVX) a Strong Mutual Fund Pick Right Now? The Fund seeks to provide investment results that correspond to the total return of stocks of small-capitalization U.S. companies. The MSCI ACWI Small Cap Index captures small cap representation across 23 Developed Markets (DM) and 24 Emerging Markets (EM) countries*. Our list of best small cap index funds offers a choice for value, growth, blend and strategy investors all for below-category fees. Commissions, trailing commissions, management fees and expenses all may be associated with . The S&P 600 is an index of small-cap stocks managed by Standard & Poor's, comparable to the Russell 2000. Benchmark: exceptions) that the fund would pay; the respective contract A wide range of highly rated 4- and 5-star Morningstar rated funds 2. Note that so far Fidelity has kept its broad stock market index offerings (e.g. Editorial Note: We earn a commission from partner links on Forbes Advisor. Benchmark: Like its benchmark index, the fund portfolios top holdings include financial stocks, industrials, tech stocks, healthcare and consumer cyclical names. The use of the term "advisor(s)" throughout this site shall refer to both investment advisors and broker dealers as a collective term. Real-time last sale data for U.S. stock quotes reflect trades reported through Nasdaq only. The fund normally invests at least 80% of assets in common stocks of large capitalization companies included in the Fidelity U. Morningstar Category: {{ fundDetails.morningstar.morningstarCategory | naCheck }}, As Of This website uses cookies to improve your experience. 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) Something went wrong. While RAIWXs dividend yield is lower than many international funds, smaller stocks typically lack the high dividend yields of their larger counterparts. News Investments Community Fix The Future Careers See Fidelity Small Cap Value Fund (FCVAX) mutual fund ratings from all the top fund analysts in one place. 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. Registered investment products (including mutual funds and ETFs) and collective investment trusts managed by Fidelity Management Trust Company (FMTC) are offered by Fidelity Distributors Company LLC (FDC LLC), a registered broker-dealer. {{ fundDetails.holdings.fundHoldings[0].indexShortName}}, As Of 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. riskPeriod.annualizedAlpha | naCheckPrecision:2}}, {{ Information, Important Performance and Policy This site is protected by reCAPTCHA and the Google FXNAX has a fee of 0.025%. Disclosure: Some of the links on this page are referral links. The final list of best small cap index funds provides a reference list of high-quality, low-fee choices from top-shelf fund families. fund, which indicates the maximum level of expenses (with certain 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 VOO vs. VOOV vs. VOOG Vanguard S&P 500, Value, or Growth? Before investing have your client consider the funds', variable investment products', or exchange traded products' investment objectives, risks, charges, and expenses. 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 VXUS vs. VEU Which Vanguard Total International ETF? The Tax-Managed U.S. It is not investment advice. {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Sub-Sector Diversification'} : true)[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}} It overweights components that are undervalued and also have strong relative growth and solid dividends. {{fundDetails.priceStatistics.fundPriceStatsDate}}. {{(compositionService.getHoldingsData(fundDetails.holdings.fundHoldings[0].holdings, 'Fund of Fund Holding within a Fund', ['0M'])[0].holdingSubTypeLaggeds | filter:lagPeriod='0M')[0].laggedDate}}, As Of There is a contractual cap on the expenses borne by the Information, Important Performance and Policy Unlock our full analysis with Morningstar Investor. Commissions do not affect our editors' opinions or evaluations. 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 She helps other learn about personal finance and investing at barbarafriedbergpersonalfinance.com. {{ fundDetails.holdings.fundHoldings[0].indexShortName}}, As Of We may use it to: To learn more about how we handle and protect your data, visit our privacy center. The fund takes the S&P SmallCap 600 Index as its benchmark. 2 We also offer zero minimum investment Fidelity Mutual Funds, no minimums to open an account, 3 no account fees for retail brokerage accounts, and 24/7 live customer service now that's value. Do you own any of these Fidelity index funds? Fund #: {{fundHistoricalPrices.fundNo}} Benchmark: The Vanguard Russell 2000 Value Index Fund owns 862 companies with a median market cap of $5.5 billion and an average 12.8% earnings growth rate. 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. Learn more about mutual funds at fidelity.com.