FXNAX is an index fund for the total U.S. bond market for those wanting some asset class diversification outside stocks. 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. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters. Dimensional U.S. 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. 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. 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. We'd love to hear from you, please enter your comments. The 8 Best Small Cap ETFs (4 From Vanguard), The 5 Best EV ETFs Electric Vehicles ETFs, VIG vs. VYM Comparing Vanguards 2 Popular Dividend ETFs, The Best Vanguard Dividend Funds 4 Popular ETFs, The 5 Best Emerging Markets ETFs (1 From Vanguard) for 2023. 3 Best SPAC ETFs To Invest in SPACs in 2023 But Should You? Before investing have your client consider the funds', variable investment products', or exchange traded products' investment objectives, risks, charges, and expenses. The Fund seeks to provide investment results that correspond to the total return of stocks of small-capitalization U.S. companies. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Sectors as Percent of Equity'} : true)[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}} Schwabs Fundamental U.S. Small Company Index Fund tracks the Russell RAFI US Small Company Index. ", Dimensional Fund Advisors. {{brickletData.riskMeasures.indexAsOfDate}}, As of {{brickletData.riskMeasures.dependentAsOfDate | naCheck}}, As of {{brickletData.riskMeasures.independentAsOfDate | naCheck}}, As of Align your investment choices with your personal values. View Composition, As Of naCheckPercent:2}}, {{(holdingsSubType.holdingSubTypeLaggeds | filter:{lagPeriod:'0Q'})[0].holdingsPercent| When you visit the site, Dotdash Meredith and its partners may store or retrieve information on your browser, mostly in the form of cookies. ", Fidelity. VXUS vs. VEU Which Vanguard Total International ETF? Note that we have deviated from the strict index fund classification by including two factor-based funds. The Forbes Advisor editorial team is independent and objective. Learn more about mutual funds at fidelity.com. {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Country Diversification'})[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}} Aggregate Bond Index. Check out my flat-fee-only fiduciary friends over at Advisor.com. ; Morningstar Category: {{ fundDetails.morningstar.morningstarCategory | naCheck }}, As Of 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 as mutual funds; they dont have ETFs available for these yet. {{ fundDetails.overview.objectiveText | naCheck }}, {{ fundDetails.overview.strategyText | naCheck }}, {{ fundDetails.overview.riskText | naCheck }}, As Of Log in to see them here or sign up to get started. It is not investment advice. But opting out of some of these cookies may affect your browsing experience. Bond Index Fund FXNAX is an index fund for the total U.S. bond market for those wanting some asset class diversification outside stocks. 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. Vanguards Tax-Managed Small Cap index fund admiral shares have a $10,000 minimum investment requirement, making them cost prohibitive for some investors. A mid-cap fund is a type of investment fund that focuses its investments on companies with a capitalization in the middle range of listed stocks in the market. See the full list here. Performance fee. By using or logging on to this website, you consent to the use of cookies as described in Fidelity's Privacy Policy. 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. Out of these, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. ", Dimensional Fund Advisors. The fund is sponsored by State Street Global Advisors. Please try again later. Note that so far Fidelity has kept its broad stock market index offerings (e.g. This fund has an effective intermediate duration of about 6 years and seeks to track the Bloomberg U.S. naCheckPercent:2}}, {{holdingSubTypes.indexValue | naCheckPercent: 2}}, {{fundDetails.priceStatistics.displayMonthlyLowNav | checkDollar}}-{{fundDetails.priceStatistics.displayMonthlyHighNav | checkDollar }}, On {{fundDetails.priceStatistics.fundPriceStatsDate}}, {{fundDetails.priceStatistics.displayDailyNavAm | checkDollar }}, {{fundDetails.priceStatistics.displayThirteenWeekMovingAverageNav | checkDollar}}, {{fundDetails.priceStatistics.displayThirtyNineWeekMovingAverageNav | checkDollar }}, {{ yearEndNavs.displayDailyNavAm | checkDollar}}, {{(fundDetails.overview.featureInformation | filter:{featureCode:'64'})[0].featureValue | addPercent}}, {{fundDetails.overview.expenseCap| naCheckPercent: 2}}, {{(fundDetails.overview.featureInformation | filter:{featureCode:'RFPRD'})[0].featureValue}} Days, Distribution and/or Service (12b-1) ", Nuveen. We'll assume you're ok with this, but you can opt-out if you wish. Total fund size. | Short-Term Trading Fee: {{featureValue.featureValue | naCheckPercent100:2}} Targeted Value Portfolio (DFFVX), TIAA-CREF Small-Cap Blend Index Fund (TISBX), Fidelity Small Cap Enhanced Index Fund (FCPEX). However, if youre in a higher tax bracket and looking for small-cap exposure in a taxable brokerage account, its worth checking out VTMSX. 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 The information on this website is for informational and recreational purposes only. The Tax-Managed U.S. Do your own due diligence. {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Industry Diversification'} : true)[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}} Investopedia requires writers to use primary sources to support their work. Add 4- and 5-star active funds to your clients portfolio. expires on {{fundDetails.overview.expenseCapExpDate | We may use it to: To learn more about how we handle and protect your data, visit our privacy center. 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 {{ fundDetails.morningstar.morningstarCategory }} funds, {{holdingSubTypeLagged.holdingsPercent | naCheckPercent}}, {{characteristicDetail.fundCharacteristicValue | forceRange0To100 | naCheckPercent}}, Range: {{characteristicDetail.characteristicName}}, FUND INCEPTION It has amassed assets over $727.14 million, making it one of the average sized ETFs attempting. 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. The equivalent Fidelity index fund to FZIPX is the. Required fields are marked *. 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 Russell 2000 Index measures the performance of the 2,000 smaller stocks that are listed in the Russell 3000 Index. 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. ", Fidelity. Past performance does not guarantee future returns. 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 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. Your financial situation is unique and the products and services we review may not be right for your circumstances. It is mandatory to procure user consent prior to running these cookies on your website. 2023 Forbes Media LLC. {{fundDetails.morningstar.ratingsAsOfDate}}; {{ fundDetails.morningstar.morningstarCategory | naCheck }}, {{((fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Total Number of Holdings'})[0].holdingSubTypes[0].holdingSubTypeLaggeds | filter:{lagPeriod:'0M'})[0].laggedDate }}, {{ fundDetails.morningstar.styleMapAsOfDate }}, Current fund assets covered: She helps other learn about personal finance and investing at barbarafriedbergpersonalfinance.com. ET on Zacks.com Is Fidelity Small Cap Value (FCPVX) a Strong Mutual Fund Pick Right Now? naCheckPrecision:2 }}, {{ From our perspective, the last ten years have rewarded small-cap value investors with healthy returns and robust dividends. 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. "Vanguard Small-Cap Value Index Fund(VSIAX). VOO vs. VOOV vs. VOOG Vanguard S&P 500, Value, or Growth? For the best MarketWatch.com experience, please update to a modern browser. Copyright 2023 Morningstar, Inc. All rights reserved. No. Fund provider. Targeted Value Portfolio invests at least 80% of assets in small- and mid-cap companies that Dimensional believes are value stocks with higher profitability. We also respect individual opinionsthey represent the unvarnished thinking of our people and exacting analysis of our research processes. Switch Edition. Disclosure: Some of the links on this page are referral links. {{(fundDetails.hypothetical | limitTo:-1)[0].date}}, AS OF {{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:'-':'/'}}. The offers that appear in this table are from partnerships from which Investopedia receives compensation. Information, Important Performance 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 m 14kN ab FS max Sa*b b1I z 22103 1235106 0. Information provided on Forbes Advisor is for educational purposes only. So all the funds on this list are mutual funds. 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 A mutual fund is an investment vehicle consisting of a portfolio of stocks, bonds, or other securities, overseen by a professional money manager. This site is protected by reCAPTCHA and the Google At the end of April 2021, the fund held $4.8 billion invested in more than 1,900 positions. This compensation comes from two main sources. . Index Details The fund is sponsored by Fidelity. The People Pillar is our evaluation of the FISVX management teams experience and ability. With 6,374 constituents, the index covers about 14% of the free float-adjusted market capitalization in each country. The fund takes the S&P SmallCap 600 Index as its benchmark. NUSI ETF Review Is NUSI a Good Investment? {{ fundDetails.holdings.fundHoldings[0].indexShortName}}, As Of Benchmark: 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 ) The ticker for Fidelity's small cap index fund is FSSNX. {{ fundDetails.holdings.fundHoldings[0].indexShortName}}, As Of Beginners Start Here 10 Steps To Start Building Wealth, What Is the Stock Market? ", Vanguard. Mutual fund investors looking to tap the small cap market might appreciate this zero minimum and zero management fee fund. Information, {{managerInformation.firstName}} 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. Benchmark: Index funds tend to charge low expense ratios, so we only included funds that charge less than 0.40%. are for illustrative purposes only. Read more here. {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Currency Diversification'})[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}} Fidelity and its representatives may have a conflict of interest in the products or services mentioned in these materials because they have a financial interest in them, and receive compensation, directly or indirectly, in connection with the management, distribution, and /or servicing of these products or services, including Fidelity funds, certain third-party funds and products, and certain investment services. 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. 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. Privacy Notice | Vanguard Group (Ireland) Limited. 31-Jan-2023; MER 2.24%. For wealthier investors, we included a tax-efficient small cap index fund. category was Something went wrong while loading Watchlist. The comparable Fidelity ZERO fund for this market segment is FZROX. {{((holdingsRoot.holdingSubTypes)[0].holdingSubTypeLaggeds | filter:{lagPeriod:'0M'} )[0].laggedDate}}, As Of 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. Download Data. They do have some very affordable sector ETFs that I covered in a separate post here. Average turnover is about 24% of its portfolio. The fund's Retail Class shares returned -4.05%, outperforming the -4.96% result of the benchmark, the Russell Midcap Value Index, and roughly in line with the peer group average. News Investments Community Fix The Future Careers 015% Expense Ratio Dividend Reinvestment Broad Diversification While Vanguard is my favorite. {{(compositionService.getHoldingsData(fundDetails.holdings.fundHoldings[0].holdings, 'Fund of Fund Holding within a Fund', ['0M'])[0].holdingSubTypeLaggeds | filter:lagPeriod='0M')[0].laggedDate}}, As Of $21.85-$0.01 / -0.06%. The number of funds in Morningstar's {{ fundDetails.morningstar.morningstarCategory }} The final list of best small cap index funds provides a reference list of high-quality, low-fee choices from top-shelf fund families. There is a contractual cap on the expenses borne by the See additional Morningstar Rating information, As Of 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. {{(compositionService.getAssetAllocationData(fundDetails.holdings.fundHoldings[0].holdings)[0].holdingSubTypes[0].holdingSubTypeLaggeds | filter:lagPeriod='0M')[0].laggedDate}}, As Of {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Environmental'} : true)[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}} Transamerica Large Cap Value Fund (TWQAX). A small-cap stock has a total share value of $300 million to $2 billion, although the precise figures used vary among brokerages. We also reference original research from other reputable publishers where appropriate. Use the fields below to view prices & yields going back to a fund's inception date and distributions going back 10 years. Like its benchmark index, the fund portfolios top holdings include financial stocks, industrials, tech stocks, healthcare and consumer cyclical names. Real-time last sale data for U.S. stock quotes reflect trades reported through Nasdaq only. This fund has about 1,400 holdings and a fee of 0.05%. Here well check out the 5 best Fidelity index funds for investors in 2023. Analytical and entrepreneurial-minded data nerd, usability enthusiast, Boglehead, and Oxford comma advocate. | CUSIP: {{fundHistoricalPrices.cusipNo}} Barbara A. Friedberg, MS, MBA is a former portfolio manager and university investments instructor. This browser is no longer supported at MarketWatch. Create a list of the investments you want to track. You can also subscribe without commenting. Distribution information is available for the last 10 years or to inception for fund's less than 10 years old. Information, Important Performance and Policy Targeted Value Portfolio, Russell 2000 Index Definition and Key Metrics, S&P 600: Standard & Poor's Small Business Benchmark Index, Mutual Funds: Different Types and How They Are Priced. Something went wrong. | naCheckPrecision:2}}, {{ riskPeriod.annualizedTrackingError | naCheckPrecision:2}}, {{ riskPeriod.downsideVolatility | naCheckPrecision:2}}, {{ riskPeriod.relativeVolatility | naCheckPrecision:2}}, As of Privacy Policy and Interested in more Lazy Portfolios? riskPeriod.informationRatio | naCheckPrecision:2}}, {{ riskPeriod.r2 This compensation may impact how and where listings appear. The zero expense ratio makes this fund among the most affordable paths to capturing returns from the small-cap sector of the U.S. stock market. The MSCI ACWI Small Cap Index captures small cap representation across 23 Developed Markets (DM) and 24 Emerging Markets (EM) countries*. 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. FXAIX is Fidelitys offering for the famous S&P 500 Index, roughly the 500 largest profitable publicly traded companies in the United States. The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers. Gear advertisements and other marketing efforts towards your interests. This fund has about 2,400 holdings and a fee of 0.055%. 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) Have your client read it carefully. Subscriber Agreement & Terms of Use | 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 ) 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 Your email address will not be published. Get our overall rating based on a fundamental assessment of the pillars below. {{(fundDetails.lipper[0].fundLipperData | filter:{lipperDataTypeCd:'MFTOLOBPG'})[0].lipperDate}} 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. 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. Commissions do not affect our editors' opinions or evaluations. Let me know in the comments. 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. VXUS vs. IXUS Vanguard or iShares International ETF? Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. Do you own any of these Fidelity index funds? Lipper Category: {{ (fundDetails.lipper[0].fundLipperData | filter:{lipperDataTypeCd:'MFTOLOBPG'})[0].lipperName | naCheck }}. 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) See Fidelity Small Cap Value Fund (FCVAX) mutual fund ratings from all the top fund analysts in one place. It overweights components that are undervalued and also have strong relative growth and solid dividends. It has an expense ratio of 0.33%. Our diverse fund line-up is designed to help you meet investment objectives and asset allocation needs. It has amassed assets over $2.98 billion, making it one of the larger ETFs attempting to match the Mid Cap Value segment of the US. 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. Maintaining independence and editorial freedom is essential to our mission of empowering investor success. /316389832 . Alternatively, you could get FSMAX, which is an "extended market" fund, which means it will have medium cap as well (everything except the S&P500). ", Dimensional Fund Advisors. Cookie Notice (). {{ fundDetails.holdings.fundHoldings[0].indexShortName}}, As Of Targeted Value Portfolio (DTMVX), Dimensional U.S. {{ fundDetails.morningstar.morningstarCategory | naCheck }}. TQQQ Is It A Good Investment for a Long Term Hold Strategy? This resulted in a preliminary list of 46 small-cap index funds. naCheckPercent:2}}, {{(holdingsSubType.holdingSubTypeLaggeds | filter:{lagPeriod:'12M'})[0].holdingsPercent| The use of the term "advisor(s)" throughout this site shall refer to both investment advisors and broker dealers as a collective term. {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Sub-Sector Diversification'} : true)[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}} "FidelitySmall Cap Enhanced Index Fund. Intraday Data provided by FACTSET and subject to terms of use. Fidelitys 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. 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. How we use your information depends on the product and service that you use and your relationship with us. 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. Were being punished after I remarried. FSGGX allows investors to get international exposure to the global stock market outside the U.S. by tracking the MSCI ACWI ex USA Index. Verify your identity, personalize the content you receive, or create and administer your account. These products and services are usually sold through license agreements or subscriptions. See Fidelity Small Cap Value Fund performance, holdings, fees, risk and other data . Read my lengthier disclaimer here. We sell different types of products and services to both investment professionals and individual investors. Analyze the Fund Fidelity Small Cap Value Index Fund having Symbol FISVX for type mutual-funds and perform research on other mutual funds. Information, Important Performance and Policy and excludes the value of any cash collateral held for securities on loan and a fund's net other . 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. This website uses cookies to improve your experience. FXNAX has a fee of 0.025%. Unlock our full analysis with Morningstar Investor. What Is a Leveraged ETF and How Do They Work? The fund normally invests at least 80% of assets in common stocks of large capitalization companies included in the Fidelity U. FZIPXs portfolio is made up of companies that lean toward the value camp. This also provides a slight value tilt for SFSNXs portfolio. VTI vs. VTSAX Vanguard US Stock Market ETF or Mutual Fund? {{(compositionService.getHoldingsData(fundDetails.holdings.fundHoldings[0].holdings, 'Total Credit Quality', ['0M'])[0].holdingSubTypeLaggeds | filter:lagPeriod='0M')[0].laggedDate}}, AS OF 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. All quotes are in local exchange time. Develop and improve features of our offerings. Fidelity Global Small Cap Fund. We then composed our list by choosing a variety of options with the lowest relative fees and category-beating performance. | Symbol: {{fundHistoricalPrices.tradingSymbol}} Don't want to do all this investing stuff yourself or feel overwhelmed?
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