No. Fidelity does not provide legal or tax advice. Our list of best small cap index funds offers a choice for value, growth, blend and strategy investors all for below-category fees. (7HANDL ETF). Analyze the Fund Fidelity Small Cap Value Index Fund having Symbol FISVX for type mutual-funds and perform research on other mutual funds. {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Sub-Industry Diversification'} : true)[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}} | Short-Term Trading Fee: {{featureValue.featureValue | naCheckPercent100:2}} S&P 500, total U.S. stock market, etc.) We'll assume you're ok with this, but you can opt-out if you wish. {{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: | naCheckPrecision:2}}, {{ riskPeriod.annualizedTrackingError | naCheckPrecision:2}}, {{ riskPeriod.downsideVolatility | naCheckPrecision:2}}, {{ riskPeriod.relativeVolatility | naCheckPrecision:2}}, As of This resulted in a preliminary list of 46 small-cap index funds. riskPeriod.independentRiskPeriod.annualizedStandardDeviation | See holdings data for Fidelity ZERO Large Cap Index Fund (FNILX). {{(fundDetails.lipper[0].fundLipperData | filter:{lipperDataTypeCd:'MFTOLOBPG'})[0].lipperDate}} The 3 Best Vanguard Funds for Value Investors, Top 4 Mutual Fund Holders of Bank of America, 4 Large-Cap Core Mutual Funds to Consider. Benchmark: At the end of April 2021, the fund held $4.8 billion invested in more than 1,900 positions. A wide range of highly rated 4- and 5-star Morningstar rated funds 2. Information, Important Performance and Policy 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. Intraday Data provided by FACTSET and subject to terms of use. Historical and current end-of-day data provided by FACTSET. ", Vanguard. 2023 Forbes Media LLC. Fidelity ZERO Large Cap Index Fund ( FNILX) The S&P 600 is an index of small-cap stocks managed by Standard & Poor's, comparable to the Russell 2000. For wealthier investors, we included a tax-efficient small cap index fund. Total fund size. 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. {{(compositionService.getHoldingsData(fundDetails.holdings.fundHoldings[0].holdings, 'Bond Credit Quality', ['0M'])[0].holdingSubTypeLaggeds | filter:lagPeriod='0M')[0].laggedDate}} KFCs Double Down isnt the only sandwich going beyond the bun. naCheckPrecision:2 }}, {{ 27% Small/Mid-Cap Stocks SSgA S&P Mid Cap Index Ret Opt 2 % ER 0. 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. 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 [] {{ fundDetails.holdings.fundHoldings[0].indexShortName}}, As Of The ticker for Fidelity's small cap index fund is FSSNX. This website uses cookies to improve your experience while you navigate through the website. FXAIX is Fidelitys offering for the famous S&P 500 Index, roughly the 500 largest profitable publicly traded companies in the United States. This fund has about 1,400 holdings and a fee of 0.05%. Benchmark: 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. See Fidelity Small Cap Value Fund performance, holdings, fees, risk and other data . Something went wrong. 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. {{managerInformation.lastName}}, {{ fundDetails.holdings.fundHoldings[0].indexShortName}}, Important Performance and Policy The Fund seeks to provide investment results that correspond to the total return of stocks of small-capitalization U.S. companies. What Are Small-Cap Stocks, and Are They a Good Investment? 960 stocks covered by more than 179 equity research professionals 1. The use of the term "advisor(s)" throughout this site shall refer to both investment advisors and broker dealers as a collective term. See additional Morningstar Rating information, As Of Commissions, trailing commissions, management fees and expenses all may be associated with . These Active Small-Cap Funds Are Ready to Run. "Vanguard Small-Cap Value ETF(VBR). FXNAX has a fee of 0.025%. Switch Edition. It is currently ranked 1, placing it in top 6%. Read our editorial policy to learn more about our process. Will financial advice help me save more for retirement? See the full list here. {{((holdingsRoot.holdingSubTypes)[0].holdingSubTypeLaggeds | filter:{lagPeriod:'0M'} )[0].laggedDate}}, As Of 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. {{(fundDetails.hypothetical | limitTo:-1)[0].date}}, AS OF The People Pillar is our evaluation of the FISVX management teams experience and ability. Benchmark: We sell different types of products and services to both investment professionals and individual investors. Something went wrong while loading Watchlist. 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. 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. 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. 3 Best SPAC ETFs To Invest in SPACs in 2023 But Should You? Share class launch date. ", Nuveen. As Of Healthcare dominated its allocation at 21%, followed by financials with 17.2%, and information technology and industrials each with about 15%. 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. {{ fundDetails.holdings.fundHoldings[0].indexShortName}}, As Of Verify your identity, personalize the content you receive, or create and administer your account. 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. Fidelity has offered Fidelity-branded index funds for a pretty long time. Last Updated: January 17, 2023 No Comments 2 min. {{fundDetails.morningstar.ratingsAsOfDate}} Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. {{ fundDetails.morningstar.morningstarCategory }} funds, {{holdingSubTypeLagged.holdingsPercent | naCheckPercent}}, {{characteristicDetail.fundCharacteristicValue | forceRange0To100 | naCheckPercent}}, Range: {{characteristicDetail.characteristicName}}, FUND INCEPTION Before investing have your client consider the funds', variable investment products', or exchange traded products' investment objectives, risks, charges, and expenses. That's why we introduced zero expense ratio index mutual funds. 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. Average turnover is about 24% of its portfolio. Stocks in the bottom 10% of the capitalization of the. 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. The comparable Fidelity ZERO fund for this market segment is FZILX. The Fidelity ZERO Extended Market Index Fund tracks the Fidelity U.S. Extended Investable Market Index. 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. Information, Important Performance Read more here. For the best MarketWatch.com experience, please update to a modern browser. All quotes are in local exchange time. 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. Check out my flat-fee-only fiduciary friends over at Advisor.com. naCheckPrecision:2}}, {{ riskPeriod.indexRiskPeriod.sharpeRatio | naCheckPrecision:2 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. Privacy Notice |
Targeted Value Portfolio, Dimensional Tax-Managed U.S. 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. 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. {{ fundDetails.overview.objectiveText | naCheck }}, {{ fundDetails.overview.strategyText | naCheck }}, {{ fundDetails.overview.riskText | naCheck }}, As Of These cookies will be stored in your browser only with your consent. Is Fidelity Mid Cap Enhance Index Fund (FMEIX) a Strong Mutual . This fund has about 1,400 holdings and a fee of 0.05%. Index Details The fund is sponsored by Fidelity. The final list of best small cap index funds provides a reference list of high-quality, low-fee choices from top-shelf fund families. {{ fundDetails.morningstar.styleMapAsOfDate }}, As Of Dimensional U.S. }}, {{ riskPeriod.indexRiskPeriod.annualizedStandardDeviation | | 1-Day Return as of Mar 03, 2023, 11:14 PM GMT+0, Muni National Intermediate-Term Bond Funds. About - My Toolbox - Privacy - Terms - Contact. 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. Terms of Service apply. 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 ) 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. | I can see Fidelity Small-Cap Value fund (FCPVX), but its expense ratio is 0.91%: https://fundresearch.fidelity.com/mutua . Fidelity Institutional Asset Management (FIAM) investment management services and products are managed by the Fidelity Investments companies of FIAM LLC, a U.S. registered investment adviser, or Fidelity Institutional Asset Management Trust Company, a New Hampshire trust company. The number of funds in Morningstar's {{ fundDetails.morningstar.morningstarCategory }} The fund allocates a hefty 19% of its portfolio to the industrial sector and roughly 15% each to financials and consumer discretionary stocks. The comparable Fidelity ZERO fund for this market segment is FNILX. "FidelitySmall Cap Enhanced Index Fund - Composition.". 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. Their mutual funds also have no minimum investment requirement, unlike Vanguard. The MSCI ACWI Small Cap Index captures small cap representation across 23 Developed Markets (DM) and 24 Emerging Markets (EM) countries*. 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 The fund's benchmark is the Russel 2000 Value Index. {{ fundDetails.overview.portfolioInceptionDate | naCheck}}. naCheck:'Not Available'}}. Visit a quote page and your recently viewed tickers will be displayed here. 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. 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 Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. (2023). {{ fundDetails.morningstar.morningstarCategory | naCheck }}. 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. FZIPXs portfolio is made up of companies that lean toward the value camp. This fund has about 500 holdings and an expense ratio of 0.015%. It has an expense ratio of 0.33%. Learn more about mutual funds at fidelity.com. {{(compositionService.getHoldingsData(fundDetails.holdings.fundHoldings[0].holdings, 'Total Credit Quality', ['0M'])[0].holdingSubTypeLaggeds | filter:lagPeriod='0M')[0].laggedDate}}, AS OF 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. Fidelity Global Small Cap Fund. Use the fields below to view prices & yields going back to a fund's inception date and distributions going back 10 years. <bi-shortcode id="summary-shortcode" data-type="summary-shortcode" class="mceNonEditable" contenteditable="false">Summary List Placement</bi-shortcode><p>Dear Readers . With 6,374 constituents, the index covers about 14% of the free float-adjusted market capitalization in each country. {{(compositionService.getHoldingsData(fundDetails.holdings.fundHoldings[0].holdings, 'Fund of Fund Holding within a Fund', ['0M'])[0].holdingSubTypeLaggeds | filter:lagPeriod='0M')[0].laggedDate}}, As Of Are you sure you want to rest your choices? Disclaimer: While I love diving into investing-related data and playing around with backtests, I am in no way a certified expert. Note that so far Fidelity has kept its broad stock market index offerings (e.g. 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. While RAIWXs dividend yield is lower than many international funds, smaller stocks typically lack the high dividend yields of their larger counterparts. {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Currency Diversification'})[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}} Beginners Start Here 10 Steps To Start Building Wealth, What Is the Stock Market? 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. 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. 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. category was {{fundDetails.priceStatistics.fundPriceStatsDate}}. expires on {{fundDetails.overview.expenseCapExpDate | We also respect individual opinionsthey represent the unvarnished thinking of our people and exacting analysis of our research processes. Ready for a doughnut burger or pickle sub? USA . 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. His personal finance column appears on the sites of more than 100 regional and community banks. exceptions) that the fund would pay; the respective contract Roughly 21% of VSGAXs portfolio is in the healthcare sector, followed by 19% in industrials. Vanguard. fees, {{ minimumsIntInv.featureValue | naCheckDollar:2}}, {{ minimumsAddInv.featureValue | naCheckDollar:2}}, {{ minimumsAutoAccBui.featureValue | naCheckDollar:2}}, {{ minimumsRegBal.featureValue | naCheckDollar:2}}, {{ minimumsDirDep.featureValue | naCheckDollar:2}}, {{price.date | replaceByGivenString:'-':'' | yyyyMMddFilter}}, {{price.displayNavChg | checkDollar | checkPlusMinus}}, {{price.milRate | naCheckPrecisionNoExp:9}}, {{nineStrikePrice.displayNav | checkDollar | naCheck}}, {{noonStrikePrice.displayNav | checkDollar | naCheck}}, {{threeStrikePrice.displayNav | checkDollar | naCheck}}, {{price.displayNav | checkDollar | naCheck}}, {{price.capitalInformation.dailyLiquidityPercentage | naCheckPercent}}, {{price.capitalInformation.weeklyLiquidityPercentage |naCheckPercent}}, {{price.dailyMarketValue | naCheckDollar:4}}, {{price.exDate | stringToDate | date:'MM/dd/yyyy' }}, {{price.payDate | stringToDate | date:'MM/dd/yyyy'}}, {{price.displayReinvestNav | checkDollar}}, {{price.shortTermGain | naCheckPrecision:5}}, {{price.longTermGain | naCheckPrecision:5}}. They do have some very affordable sector ETFs that I covered in a separate post here. Morningstar Category: {{ fundDetails.morningstar.morningstarCategory | naCheck }}, As Of Due to the funds approach, youll find 22.4% in financials, 21.8% in industrials and 14.0% in the consumer discretionary sector. It has an expense ratio of 0.44%. Subscriber Agreement & Terms of Use |
Performance information may have changed since the time of publication. This fund has an effective intermediate duration of about 6 years and seeks to track the Bloomberg U.S. To give you perspective, the highest ER in my three-fund portfolio in Fidelity 401K (FXAIX, VTSNX, VBTIX) is 0.07%. {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Country Diversification'})[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}} But opting out of some of these cookies may affect your browsing experience. Past performance is not indicative of future results. SFSNXs average 10-year returns were in the top quartile of the category, demonstrating the potential of the strategy. m 14kN ab FS max Sa*b b1I z 22103 1235106 0. Fund #: {{fundHistoricalPrices.fundNo}} Investors seeking a reasonably priced small cap fund, with the possibility of outperforming the unmanaged index, might investigate SFSNX. A small-cap stock has a total share value of $300 million to $2 billion, although the precise figures used vary among brokerages. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time. With lower valuations, bargain hunting investors might gravitate to VSIAX. Bond Index Fund FXNAX is an index fund for the total U.S. bond market for those wanting some asset class diversification outside stocks. Information, Important Performance and Policy 015% Expense Ratio Dividend Reinvestment Broad Diversification While Vanguard is my favorite. Maintaining independence and editorial freedom is essential to our mission of empowering investor success. Here well check out the 5 best Fidelity index funds for investors in 2023. You might be using an unsupported or outdated browser. Distribution Schedule: na{{schedules.monthName }}. So all the funds on this list are mutual funds. 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 It invests in securities included in the Russell 2000 Value. FIAM products and services may be presented by FDC LLC, a non-exclusive financial intermediary affiliated with FIAM and compensated for such services. The Fund seeks to provide investment results that correspond to the total return of stocks of small-capitalization U.S. companies. Small-cap value stocks are considered one of the outperforming factors by Nobel Prize winner Eugene Fama. 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). 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. 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. Targeted Value Portfolio (DTMVX), Dimensional U.S. | Period: {{featureValue.featureValue}} Days VOO vs. VTI Vanguard S&P 500 or Total Stock Market ETF? {{brickletData.riskMeasures.independentAsOfDate}}, {{ riskPeriod.independentRiskPeriod.sharpeRatio | Do your own due diligence. Aggregate Bond Index. fund, which indicates the maximum level of expenses (with certain Editorial Note: We earn a commission from partner links on Forbes Advisor. "Tax-Managed U.S. Your email address will not be published. VTI vs. VTSAX Vanguard US Stock Market ETF or Mutual Fund? We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters. 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. Major holdings include Apple, Microsoft, Amazon, Tesla and Alphabet. The Forbes Advisor editorial team is independent and objective. 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 The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers. 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. Gear advertisements and other marketing efforts towards your interests. Real-time last sale data for U.S. stock quotes reflect trades reported through Nasdaq only. NUSI ETF Review Is NUSI a Good Investment? Holding nearly 700 companies, with an average earnings growth rate of 18.4%, VSGAX should deliver a bang when the market recovers. Investopedia does not include all offers available in the marketplace. 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Information, Important Performance and Policy Please try again later. It overweights components that are undervalued and also have strong relative growth and solid dividends. Privacy Policy and The fund's benchmark is the Russel 2000 Value Index. 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 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. VOO vs. VOOV vs. VOOG Vanguard S&P 500, Value, or Growth? Vanguard Group (Ireland) Limited. 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. ET on Zacks.com Is Fidelity Small Cap Value (FCPVX) a Strong Mutual Fund Pick Right Now? Unlock our full analysis with Morningstar Investor. 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. {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Sub-Sector Diversification'} : true)[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}} {{brickletData.riskMeasures.dependentAsOfDate}}, {{ This is not financial advice, investing advice, or tax advice. 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 Copyright 2023 Morningstar, Inc. All rights reserved. Information, {{indexData.indexBasicData.indexShortName }}, Important Performance and Policy 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