"FidelitySmall Cap Enhanced Index Fund. The offers that appear in this table are from partnerships from which Investopedia receives compensation. Copyright 2023 MarketWatch, Inc. All rights reserved. Have Watchlists? {{fundDetails.priceStatistics.fundPriceStatsDate}}. VTI vs. VTSAX Vanguard US Stock Market ETF or Mutual Fund? It is currently ranked 1, placing it in top 6%. 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. To boost total returns, the fund also lends shares. 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. Learn more about mutual funds at fidelity.com. {{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: Fidelitys index fund for this market segment is FISVX, which seeks to track the Russell 2000 Value Index. Our diverse fund line-up is designed to help you meet investment objectives and asset allocation needs. 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 This fund has about 500 holdings and an expense ratio of 0.015%. At the end of April 2021, the fund held $4.8 billion invested in more than 1,900 positions. Targeted Value Portfolio - Prospectus, FidelitySmall Cap Enhanced Index Fund - Composition, Vanguard Small-Cap Value Index Fund (VSIAX), Dimensional Tax-Managed U.S. Index Details The fund is sponsored by Fidelity. I feel very hurt: My late wifes parents cut me out of their will and reduced my daughters inheritance. 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). Mutual fund investors looking to tap the small cap market might appreciate this zero minimum and zero management fee fund. Small-value funds invest in stocks of small companies that are less expensive or growing more slowly than the other small-cap stocks. You also have the option to opt-out of these cookies. The Forbes Advisor editorial team is independent and objective. This category only includes cookies that ensures basic functionalities and security features of the website. Use the fields below to view prices & yields going back to a fund's inception date and distributions going back 10 years. Contact Fidelity for a prospectus or a summary prospectus, if available, containing this information. With lower valuations, bargain hunting investors might gravitate to VSIAX. Develop and improve features of our offerings. This fund has about 1,400 holdings and a fee of 0.05%. The fund takes the S&P SmallCap 600 Index as its benchmark. 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. 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. Copyright 2023 Morningstar, Inc. All rights reserved. It overweights components that are undervalued and also have strong relative growth and solid dividends. Get our overall rating based on a fundamental assessment of the pillars below. Due to the funds approach, youll find 22.4% in financials, 21.8% in industrials and 14.0% in the consumer discretionary sector. Information, Important Performance and Policy Provide specific products and services to you, such as portfolio management or data aggregation. m 14kN ab FS max Sa*b b1I z 22103 1235106 0. KFCs Double Down isnt the only sandwich going beyond the bun. The Tax-Managed U.S. Performance fee. Morningstar Category: For wealthier investors, we included a tax-efficient small cap index fund. Let me know in the comments. This also provides a slight value tilt for SFSNXs portfolio. {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Sectors as Percent of Equity'} : true)[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}} From our perspective, the last ten years have rewarded small-cap value investors with healthy returns and robust dividends. 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}}. 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 See Fidelity Small Cap Value Fund performance, holdings, fees, risk and other data . This site is protected by reCAPTCHA and the Google {{ fundDetails.morningstar.morningstarCategory }} funds, {{holdingSubTypeLagged.holdingsPercent | naCheckPercent}}, {{characteristicDetail.fundCharacteristicValue | forceRange0To100 | naCheckPercent}}, Range: {{characteristicDetail.characteristicName}}, FUND INCEPTION 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 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). 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. Real-time last sale data for U.S. stock quotes reflect trades reported through Nasdaq only. Lets dive into the best Fidelity index funds. 015% Expense Ratio Dividend Reinvestment Broad Diversification While Vanguard is my favorite. Last Updated: January 17, 2023 No Comments 2 min. Tail Risk What It Is and How To Hedge Against It, I Bonds Explained (US Savings Bonds) Ultimate Guide (2023), JEPI ETF Review JPMorgan Equity Premium Income ETF, Sharpe Ratio vs. Sortino vs. Calmar Risk Adjusted Return, Portfolio Risk Explained How To Think About Risk and Volatility, HNDL ETF Review Is HNDL a Good Investment? Average turnover is about 24% of its portfolio. 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 To get the best possible experience please use the latest version of Chrome, Firefox, Safari, or Microsoft Edge to view this website. This is way too high. What do we do? Transamerica Large Cap Value Fund (TWQAX). 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. Information, Important Performance and Policy 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. The MSCI ACWI Small Cap Index captures small cap representation across 23 Developed Markets (DM) and 24 Emerging Markets (EM) countries*. SFSNXs average 10-year returns were in the top quartile of the category, demonstrating the potential of the strategy. S&P 500, total U.S. stock market, etc.) 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. Index funds tend to charge low expense ratios, so we only included funds that charge less than 0.40%. 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. Information provided on Forbes Advisor is for educational purposes only. It is not investment advice. Benchmark: Strength in Fidelity Small Cap Value Indexs People Pillar and Parent Pillar underpin this strategy's Morningstar Quantitative Rating of Bronze. It has an expense ratio of 0.44%. USD | NAV as of Mar 03, 2023 | 1-Day Return as of Mar 03, 2023, 11:14 PM GMT+0. So all the funds on this list are mutual funds. She helps other learn about personal finance and investing at barbarafriedbergpersonalfinance.com. {{brickletData.riskMeasures.dependentAsOfDate}}, {{ It invests in securities included in the Russell 2000 Value. 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 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. However, if youre in a higher tax bracket and looking for small-cap exposure in a taxable brokerage account, its worth checking out VTMSX. Interested in more Lazy Portfolios? {{ fundDetails.holdings.fundHoldings[0].indexShortName}}, As Of 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. Benchmark: Information, Important Performance and Policy naCheckPrecision:2}}, {{ riskPeriod.indexRiskPeriod.sharpeRatio | naCheckPrecision:2 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 ) Disclaimer: While I love diving into investing-related data and playing around with backtests, I am in no way a certified expert. {{((fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Money Manager Allocation'})[0].holdingSubTypes[0].holdingSubTypeLaggeds | filter:{lagPeriod:'0M'})[0].laggedDate }}, As Of Fidelity Blue Chip Value Fund ( FBCVX ) Fidelity Large-Cap Value Enhanced Index Fund ( FLVEX ) Fidelity Stock Selector Large-Cap Value Fund ( FSLVX ) Fidelity Value Discovery Fund . Do your own due diligence. Shes enjoying her dream with publishing credits on US News and World Report, GoBanking Rates, Investopedia, MSN Money, Investors Business Daily and more. 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. See Fidelity Small Cap Value Fund (FCVAX) mutual fund ratings from all the top fund analysts in one place. For the best MarketWatch.com experience, please update to a modern browser. A small-cap stock has a total share value of $300 million to $2 billion, although the precise figures used vary among brokerages. Healthcare dominated its allocation at 21%, followed by financials with 17.2%, and information technology and industrials each with about 15%. {{ fundDetails.holdings.fundHoldings[0].indexShortName}}, As Of {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Regional Diversification'})[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}} While RAIWXs dividend yield is lower than many international funds, smaller stocks typically lack the high dividend yields of their larger counterparts. Her Encyclopedia of Personal Finance is a teaching tool for financial literacy. You can learn more about the standards we follow in producing accurate, unbiased content in our. * Intended for individuals who manage their workplace retirement plans or other benefits through Fidelity. | Period: {{featureValue.featureValue}} Days ", Fidelity. A mutual fund is an investment vehicle consisting of a portfolio of stocks, bonds, or other securities, overseen by a professional money manager. 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. {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Real Estate Sub Sector'} : true)[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}}

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