This site is protected by reCAPTCHA and the Google 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. 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. FISVX - Fidelity Small Cap Value Index Fund | Fidelity Investments {{fundDetails.priceStatistics.fundPriceStatsDate}}. FISVX: Fidelity Small Cap Value Index Fund - Bogleheads.org The comparable Fidelity ZERO fund for this market segment is FNILX. {{ fundDetails.holdings.fundHoldings[0].indexShortName}}, AS OF Before investing have your client consider the funds', variable investment products', or exchange traded products' investment objectives, risks, charges, and expenses. You can also subscribe without commenting. Information, {{indexData.indexBasicData.indexShortName }}, Important Performance and Policy FIDELITY SMALL CAP INDEX FUND | Markets Insider Markets Stocks Indices Commodities Cryptocurrencies Currencies ETFs News Fidelity Small Cap Index Fund Fund , FSSNX 23.42. 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 the index by using computer-aided, quantitative analysis to make its picks. are for illustrative purposes only. Fidelity Small Cap Value Index Fund (FISVX) - Yahoo! 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. expires on {{fundDetails.overview.expenseCapExpDate | This browser is no longer supported at MarketWatch. But opting out of some of these cookies may affect your browsing experience. Information, Important Performance and Policy naCheckPrecision:2 }}, {{ Fidelity Mid Cap Value Index Fund }}, {{ riskPeriod.indexRiskPeriod.annualizedStandardDeviation | | naCheckPrecision:2}}, {{ riskPeriod.annualizedTrackingError | naCheckPrecision:2}}, {{ riskPeriod.downsideVolatility | naCheckPrecision:2}}, {{ riskPeriod.relativeVolatility | naCheckPrecision:2}}, As of Fidelity Small Cap Value Index Fund NPRT3 | Fidelity Institutional Provide specific products and services to you, such as portfolio management or data aggregation. FSMVX - Fidelity Mid Cap Value Fund | Fidelity Investments Our diverse fund line-up is designed to help you meet investment objectives and asset allocation needs. Add 4- and 5-star active funds to your clients portfolio. The ticker for Fidelity's small cap index fund is FSSNX. Investors seeking a reasonably priced small cap fund, with the possibility of outperforming the unmanaged index, might investigate SFSNX. {{ fundDetails.overview.portfolioInceptionDate | naCheck}}. Fidelity ZERO Large Cap Index Fund ( FNILX) It has an expense ratio of 0.44%. 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. The information on this website is for informational and recreational purposes only. Fidelity Flex Mid Cap Index Fund - Fidelity Investments Morningstar Category: {{ fundDetails.morningstar.morningstarCategory | naCheck }}, As Of These cookies will be stored in your browser only with your consent. Your financial situation is unique and the products and services we review may not be right for your circumstances. The offers that appear in this table are from partnerships from which Investopedia receives compensation. Transamerica Large Cap Value Fund (TWQAX). A mutual fund is an investment vehicle consisting of a portfolio of stocks, bonds, or other securities, overseen by a professional money manager. Fidelity Small Cap Value Index Fund (FISVX) - U.S. News & World Report Privacy Notice | | Short-Term Trading Fee: {{featureValue.featureValue | naCheckPercent100:2}} 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 Information, {{managerInformation.firstName}} 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. 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 See additional Morningstar Rating information, As Of Ray Dalio All Weather Portfolio Review, ETFs, & Leverage (2023), HEDGEFUNDIEs Excellent Adventure (UPRO/TMF) A Summary, Golden Butterfly Portfolio Review and M1 Finance ETF Pie, David Swensen Portfolio (Yale Model) Review and ETFs To Use, Harry Browne Permanent Portfolio Review, ETFs, & Leverage (2023), Corporate Bonds vs. Government Bonds (Treasuries) The Showdown, VIG vs. VYM Vanguards 2 Popular Dividend ETFs (Review), Warren Buffett ETF Portfolio (90/10) Review and ETFs (2023), The 60/40 Portfolio Review and ETF Pie for M1 Finance, Bogleheads 3 Fund Portfolio Review and Vanguard ETFs (2023), Paul Merriman Ultimate Buy and Hold Portfolio Review, M1 Pie (2023), M1 Finance vs. Vanguard Brokerage Comparison [2023 Review], M1 Finance vs. Fidelity Brokerage Comparison [2023 Review], The Best M1 Finance Dividend Pie for FIRE & Income Investors, Portfolio Asset Allocation by Age Beginners To Retirees, The 5 Best Stock Brokers Online for Investing (2023 Review), The 4 Best Investing Apps for Beginners (2023 Review), The 7 Best Small Cap ETFs (3 From Vanguard) for 2023, The 6 Best REIT ETFs To Invest in Real Estate for 2023, The 6 Best Tech ETFs To Buy Tech Stocks in 2023, 9 Best Clean Energy ETFs To Go Green in Your Portfolio (2023), The 13 Best Small Cap Value ETFs (3 From Vanguard) for 2023, Why, How, & Where To Invest Your Emergency Fund To Beat Inflation, VOO vs. VTI Vanguards S&P 500 and Total Stock Market ETFs, 9 Best International ETFs To Buy (6 From Vanguard) in 2023, Ben Felix Model Portfolio (Rational Reminder, PWL) ETFs & Review, Gone Fishin Portfolio Review (Alexander Green) & ETFs (2023). | Period: {{featureValue.featureValue}} Days {{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:'-':'/'}}. Once these stocks return to a fair valuation, investors should benefit from higher prices and capital growth. as mutual funds; they dont have ETFs available for these yet. The Small-Cap Value Index Fund is closed to new investors; however, Vanguard manages an exchange traded fund (ETF) version of the investment called Vanguard Small-Cap Value ETF (VBR). 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. naCheckPercent:2}}, {{(holdingsSubType.holdingSubTypeLaggeds | filter:{lagPeriod:'0Q'})[0].holdingsPercent| This fund has about 1,400 holdings and a fee of 0.05%. (2023). The fund takes the S&P SmallCap 600 Index as its benchmark. Fidelity Small-cap value fund - Bogleheads.org Distribution information is available for the last 10 years or to inception for fund's less than 10 years old. 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) RPAR Risk Parity ETF Review An All Weather Portfolio ETF? How we use your information depends on the product and service that you use and your relationship with us. I have no formal financial education. How It Works & How to Invest in It, How To Invest in an Index Fund The Best Index Funds, Portfolio Diversification How To Diversify Your Portfolio, Dollar Cost Averaging vs. Disclosure: Some of the links on this page are referral links. ", Dimensional Fund Advisors. Have your client read it carefully. 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. <bi-shortcode id="summary-shortcode" data-type="summary-shortcode" class="mceNonEditable" contenteditable="false">Summary List Placement</bi-shortcode><p>Dear Readers . Dont want to do all this investing stuff yourself or feel overwhelmed? 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 FIAM products and services may be presented by FDC LLC, a non-exclusive financial intermediary affiliated with FIAM and compensated for such services. The iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) was launched on 09/07/2016, and is a passively managed exchange traded fund designed to offer broad exposure to the Small Cap Blend segment . riskPeriod.annualizedAlpha | naCheckPrecision:2}}, {{ riskPeriod.independentRiskPeriod.annualizedStandardDeviation | The fund is sponsored by State Street Global Advisors. Something went wrong while loading Watchlist. ", Dimensional Fund Advisors. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers. Stocks in the bottom 10% of the capitalization of the. USA . 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. {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Sectors as Percent of Equity'} : true)[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}} ", Vanguard. Schwabs Fundamental U.S. Small Company Index Fund tracks the Russell RAFI US Small Company Index. This category only includes cookies that ensures basic functionalities and security features of the website. {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Sub-Industry Diversification'} : true)[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}} expires on {{fundDetails.overview.expenseCapExpDate | {{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: Don't want to do all this investing stuff yourself or feel overwhelmed? 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 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. Targeted Value Portfolio is similar to the fund above, but with an emphasis on minimizing federal taxes. As such, this fund is entirely U.S. large cap stocks, though its considered a sufficient proxy for the entire U.S. stock market. However, if youre in a higher tax bracket and looking for small-cap exposure in a taxable brokerage account, its worth checking out VTMSX. We'd love to hear from you, please enter your comments. Gear advertisements and other marketing efforts towards your interests. category was ", Dimensional Fund Advisors. riskPeriod.beta | naCheckPrecision:2}}, {{ The Tax-Managed U.S. 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. His personal finance column appears on the sites of more than 100 regional and community banks. Dimensional achieves this by offsetting capital gains with losses and delaying capital gains until they are taxed at lower, long-term rates. {{ fundDetails.holdings.fundHoldings[0].indexShortName}}, As Of A mutual fund is an investment fund that pools money from many investors to purchase securities.The term is typically used in the United States, Canada, and India, while similar structures across the globe include the SICAV in Europe ('investment company with variable capital') and open-ended investment company (OEIC) in the UK.. Mutual funds are often classified by their principal investments . 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. Get our overall rating based on a fundamental assessment of the pillars below. VXUS vs. VEU Which Vanguard Total International ETF? These products and services are usually sold through license agreements or subscriptions. | Max Sales Charge: {{featureValue.featureValue | naCheckPercent100:2}} The fund employs an indexing investment approach designed to track the performance of the CRSP US Small Cap Value Index, a broadly diversified index of value stocks of small U.S. companies. riskPeriod.informationRatio | naCheckPrecision:2}}, {{ riskPeriod.r2 read. Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. 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. 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 My question is how this differs from the following allocation, which substitutes Fidelity's Extended Market Index Fund for Mid- and Small-Cap Index Funds: 83% Fidelity 500 Index Fund (FXAIX) 17% Fidelity Extended Market Index Fund (FSMAX) A different way to. "TIAA-CREF Small-Cap Blend Index Fund. Should iShares MSCI USA Small-Cap Min Vol Factor ETF (SMMV) Be on Your {{(compositionService.getHoldingsData(fundDetails.holdings.fundHoldings[0].holdings, 'Bond Credit Quality', ['0M'])[0].holdingSubTypeLaggeds | filter:lagPeriod='0M')[0].laggedDate}} Read more here. Past performance does not guarantee future returns. Commissions do not affect our editors' opinions or evaluations. What do we do? 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.
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