Internet Explorer users: we recommend using version 9 or newer when submitting date ranges greater than one year. 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. This compensation may impact how and where listings appear. A wide range of highly rated 4- and 5-star Morningstar rated funds 2. This resulted in a preliminary list of 46 small-cap index funds. ", Dimensional Fund Advisors. FXNAX is an index fund for the total U.S. bond market for those wanting some asset class diversification outside stocks. Subscriber Agreement & Terms of Use | ", Nuveen. Have your client read it carefully. To boost total returns, the fund also lends shares. The comparable Fidelity ZERO fund for this market segment is FNILX. Note that the median market capitalization of stocks in this funds portfolio is $5.1 billion, which means its holdings stray into the mid-cap sphere. Average annual returns -31.32% year to date -22.63% one year 10.63% three years These Active Small-Cap Funds Are Ready to Run. We then composed our list by choosing a variety of options with the lowest relative fees and category-beating performance. It has an expense ratio of 0.33%. 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's benchmark is the Russel 2000 Value Index. Global Small/Mid-Cap Equity. Traditional IRA Which Is Better for You? Analyze the Fund Fidelity Small Cap Value Index Fund having Symbol FISVX for type mutual-funds and perform research on other mutual funds. Create a list of the investments you want to track. These include white papers, government data, original reporting, and interviews with industry experts. This site is protected by reCAPTCHA and the Google Check out my flat-fee-only fiduciary friends over at Advisor.com. Morningstar Category: S&P 500, total U.S. stock market, etc.) Have Watchlists? We also respect individual opinionsthey represent the unvarnished thinking of our people and exacting analysis of our research processes. Although passive index funds are frequently recommended over active management, theres a camp that still believes actively managed small-cap funds are better. 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. Roth IRA vs. Fidelity Global Small Cap Fund. naCheckPercent:2}}, {{(holdingsSubType.holdingSubTypeLaggeds | filter:{lagPeriod:'12M'})[0].holdingsPercent| $21.85-$0.01 / -0.06%. 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. Theranoss Elizabeth Holmes gives birth to second baby, pushes to delay starting her 11-year prison term, Elon Musks bid to implant chips into human brains shot down by FDA. How To Beat the Market Using Leverage and Index Investing, 8 Reasons Why Im Not a Dividend Income Investor, M1 Borrow Review (How M1s Margin Loan Works), The 10 Best ETFs for Retirement Portfolios in 2023, The 4% Rule for Retirement Withdrawal Rate A Revisitation, Sequence of Return Risk in Retirement Explained. The S&P 600 is an index of small-cap stocks managed by Standard & Poor's, comparable to the Russell 2000. The next two largest sectors are technology and consumer discretionary with 18.6% and 14.9% respectively. ; {{managerInformation.lastName}}, {{ fundDetails.holdings.fundHoldings[0].indexShortName}}, Important Performance and Policy Information, {{fundDetails.characteristics.indexShortName}}, {{(fundDetails.attribution[0].attribution3MonthsData.attributionInformation | filter:{attributionTypeCode:'Sector', attributionSubTypeCode:'primary'}:true)[0].indexLegalName | naCheck}}, {{ attributionData.attributionDisplayName | naCheck}}, {{(fundDetails.attribution[0].attribution3MonthsData.attributionInformation | filter:{attributionTypeCode:'Sub Sector', attributionSubTypeCode:'primary'}:true)[0].indexLegalName | naCheck}}, {{(fundDetails.attribution[0].attribution3MonthsData.attributionInformation | filter:{attributionTypeCode:'Asset Allocation', attributionSubTypeCode :'fund_total'})[0].attributionData[0].indexLegalName | naCheck}}, 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{{((fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Total Number of Issuers'})[0].holdingSubTypes | filter:{holdingSubTypeCode:'ISSCT'})[0].holdingValue | naCheck}}, {{((holdingsRoot.holdingSubTypes)[0].holdingSubTypeLaggeds | filter:{lagPeriod:'0M'})[0].holdingsPercent | naCheckPercent:2}}, {{(holdingsSubType.holdingSubTypeLaggeds | filter:{lagPeriod:'0M'})[0].holdingsPercent| naCheckPercent:2}}, {{(holdingsSubType.holdingSubTypeLaggeds | filter:{lagPeriod:'0Q'})[0].holdingsPercent| naCheckPercent:2}}, {{(holdingsSubType.holdingSubTypeLaggeds | filter:{lagPeriod:'12M'})[0].holdingsPercent| naCheckPercent:2}}, {{(holdingsSubType.holdingSubTypeLaggeds | filter:{lagPeriod:'0M'})[0].holdingsPercent| The number of funds in Morningstar's {{ fundDetails.morningstar.morningstarCategory }} 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. You can learn more about the standards we follow in producing accurate, unbiased content in our. See the full list here. It has amassed assets over $727.14 million, making it one of the average sized ETFs attempting. Fidelity Flex Small Cap Index Fund ( since 3/9/2017 ) Spartan Developed International Index Pool Class A ( since 8/11/2017 ) Spartan Large Cap Value Index Pool Class A ( since 7/14/2017 ) Spartan Large Cap Growth Index Pool Class A ( since 7/14/2017 ) Fidelity Small Cap Growth Index Fund ( since 7/11/2019 ) ", Fidelity. 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. Read our editorial policy to learn more about our process. Fidelity seems to be winning the race to zero for fees on index funds. USA . ", Dimensional Fund Advisors. With 6,374 constituents, the index covers about 14% of the free float-adjusted market capitalization in each country. Use the fields below to view prices & yields going back to a fund's inception date and distributions going back 10 years. 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. read. Verify your identity, personalize the content you receive, or create and administer your account. 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. In general, I think Fidelity has shown that it is more than capable of running an index fund, and that it is serious about them. Past performance is not indicative of future results. 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

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