It has an expense ratio of 0.33%. OptimizedPortfolio.com is a participant in the Amazon Services LLC Associates Program, an affiliate advertising program designed to provide a means for sites to earn advertising fees by advertising and linking to Amazon.com. naCheckPrecision:2}}, {{ riskPeriod.indexRiskPeriod.sharpeRatio | naCheckPrecision:2 Over the longer. Internet Explorer users: we recommend using version 9 or newer when submitting date ranges greater than one year. Learn more about mutual funds at fidelity.com. This category only includes cookies that ensures basic functionalities and security features of the website. These products and services are usually sold through license agreements or subscriptions. The number of funds in Morningstar's {{ fundDetails.morningstar.morningstarCategory }} 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. Unlock our full analysis with Morningstar Investor. This fund has about 2,400 holdings and a fee of 0.055%. 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. Note that we have deviated from the strict index fund classification by including two factor-based funds. Switch Edition. 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. Benchmark: Fund provider. expires on {{fundDetails.overview.expenseCapExpDate | {{ fundDetails.holdings.fundHoldings[0].indexShortName}}, As Of This allows me to continue producing high-quality, ad-free content on this site and pays for the occasional cup of coffee. Information, {{indexData.indexBasicData.indexShortName }}, Important Performance and Policy The People Pillar is our evaluation of the FISVX management teams experience and ability. Year Average, As of 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 [] | Max Sales Charge: {{featureValue.featureValue | naCheckPercent100:2}} Schwabs Fundamental U.S. Small Company Index Fund tracks the Russell RAFI US Small Company Index. This fund has about 500 holdings and an expense ratio of 0.015%. 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. Your financial situation is unique and the products and services we review may not be right for your circumstances. 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. {{fundDetails.priceStatistics.fundPriceStatsDate}}. {{ fundDetails.morningstar.morningstarCategory }} funds, {{holdingSubTypeLagged.holdingsPercent | naCheckPercent}}, {{characteristicDetail.fundCharacteristicValue | forceRange0To100 | naCheckPercent}}, Range: {{characteristicDetail.characteristicName}}, FUND INCEPTION {{ fundDetails.holdings.fundHoldings[0].indexShortName}}, As Of It has an expense ratio of 0.44%. Note that so far Fidelity has kept its broad stock market index offerings (e.g. FIAM products and services may be presented by FDC LLC, a non-exclusive financial intermediary affiliated with FIAM and compensated for such services. Fidelity seems to be winning the race to zero for fees on index funds. Please try again later. Read more here. For the best MarketWatch.com experience, please update to a modern browser. Our list of best small cap index funds offers a choice for value, growth, blend and strategy investors all for below-category fees. There is a contractual cap on the expenses borne by the 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. Beginners Start Here 10 Steps To Start Building Wealth, What Is the Stock Market? Ready for a doughnut burger or pickle sub? Get our overall rating based on a fundamental assessment of the pillars below. A mutual fund is an investment vehicle consisting of a portfolio of stocks, bonds, or other securities, overseen by a professional money manager. Here well check out the 5 best Fidelity index funds for investors in 2023. {{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: 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. 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 Do your own due diligence. Vanguards Small Cap Growth Index Fund gives investors affordable access to the fastest growing small-cap companies in the U.S. 17-Feb-2023; Inception 04-Apr-2011; Benchmark MSCI All Country World Small Cap Index; Aggregate assets (all series) $19.5M. Develop and improve features of our offerings. See Fidelity Small Cap Value Fund (FCVAX) mutual fund ratings from all the top fund analysts in one place. fund, which indicates the maximum level of expenses (with certain 2023 Forbes Media LLC. See additional Morningstar Rating information, As Of Maintaining independence and editorial freedom is essential to our mission of empowering investor success. The equivalent Fidelity index fund to FZIPX is the. Bond Index Fund FXNAX is an index fund for the total U.S. bond market for those wanting some asset class diversification outside stocks. The comparable Fidelity ZERO fund for this market segment is FNILX. {{ fundDetails.overview.portfolioInceptionDate | naCheck}}. "Vanguard Small-Cap Value Index Fund(VSIAX). Targeted Value Portfolio - Prospectus, FidelitySmall Cap Enhanced Index Fund - Composition, Vanguard Small-Cap Value Index Fund (VSIAX), Dimensional Tax-Managed U.S. This website uses cookies to improve your experience. Performance information may have changed since the time of publication. {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Sectors as Percent of Equity'} : true)[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}} S&P 500, total U.S. stock market, etc.) 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}}. Read my lengthier disclaimer here. The offers that appear in this table are from partnerships from which Investopedia receives compensation. {{(compositionService.getHoldingsData(fundDetails.holdings.fundHoldings[0].holdings, 'Total Credit Quality', ['0M'])[0].holdingSubTypeLaggeds | filter:lagPeriod='0M')[0].laggedDate}}, AS OF Vanguard. ; 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. Although passive index funds are frequently recommended over active management, theres a camp that still believes actively managed small-cap funds are better. ", Dimensional Fund Advisors. riskPeriod.annualizedAlpha | naCheckPrecision:2}}, {{ As such, this fund is entirely U.S. large cap stocks, though its considered a sufficient proxy for the entire U.S. stock market. {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Sub-Industry Diversification'} : true)[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}} I can see Fidelity Small-Cap Value fund (FCPVX), but its expense ratio is 0.91%: https://fundresearch.fidelity.com/mutua . 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. "Vanguard Small-Cap Value ETF(VBR). 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). There is a contractual cap on the expenses borne by the The Fund seeks to provide investment results that correspond to the total return of stocks of small-capitalization U.S. companies. It is not a recommendation to buy, sell, or otherwise transact in any of the products mentioned. But opting out of some of these cookies may affect your browsing experience. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters. 31-Jan-2023; MER 2.24%. . {{ fundDetails.morningstar.morningstarCategory | naCheck }}. | Short-Term Trading Fee: {{featureValue.featureValue | naCheckPercent100:2}} Morningstar Category: 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. It is mandatory to procure user consent prior to running these cookies on your website. 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 use of the term "advisor(s)" throughout this site shall refer to both investment advisors and broker dealers as a collective term. Fidelity Small Cap Enhanced Index Fund 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. 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 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. A small-cap stock has a total share value of $300 million to $2 billion, although the precise figures used vary among brokerages. Index Details The fund is sponsored by Fidelity. What do we do? VXUS vs. VEU Which Vanguard Total International ETF? naCheckPrecision:2}}, as of {{fundDetails.wamData.durationDate}}, as of {{fundDetails.overview.annualizedTurnoverRateDate}}, {{ historicalReturn.annualReturn | naCheckPercent:2 }}, {{ historicalReturn.distData.totalCapitalGainsAmount | naCheckDollar:6 }}, {{ historicalReturn.distData.totalDividendsAmount | naCheckDollar:6 }}, {{ historicalReturn.distData.ytdMilRate | naCheckDollar:9 }}, {{cumTotReturns.overview.portfolioInceptionDate | naCheck}}, {{ price.cumYtd.toString() | naCheckPercentPlusMinus:2 }}, {{cumTotalReturnAtNav.oneMonthReturn | naCheckPercentPlusMinus:2}}, {{cumTotalReturnAtNav.threeMonthReturn | naCheckPercentPlusMinus:2}}, {{ cumTotalReturnAtNav.sixMonthReturn | naCheckPercentPlusMinus:2}}, {{cumTotalReturnAtNav.oneYearReturn | naCheckPercentPlusMinus:2}}, {{cumTotalReturnAtNav.threeYearReturn | naCheckPercentPlusMinus:2}}, {{cumTotalReturnAtNav.fiveYearReturn | naCheckPercentPlusMinus:2}}, {{cumTotalReturnAtNav.tenYearReturn | naCheckPercentPlusMinus:2}}, {{cumTotalReturnAtNav.lifeReturn | naCheckPercentPlusMinus:2}}, {{loadAfterTaxQuarterAtNav.oneMonthReturn | naCheckPercentPlusMinus:2}}, {{loadAfterTaxQuarterAtNav.threeMonthReturn | naCheckPercentPlusMinus:2}}, {{loadAfterTaxQuarterAtNav.sixMonthReturn | naCheckPercentPlusMinus:2}}, {{loadAfterTaxQuarterAtNav.oneYearReturn | naCheckPercentPlusMinus:2}}, {{loadAfterTaxQuarterAtNav.threeYearReturn | naCheckPercentPlusMinus:2}}, {{loadAfterTaxQuarterAtNav.fiveYearReturn | naCheckPercentPlusMinus:2}}, {{loadAfterTaxQuarterAtNav.tenYearReturn | naCheckPercentPlusMinus:2}}, {{loadAfterTaxQuarterAtNav.lifeReturn | naCheckPercentPlusMinus:2}}, {{(fundDetails.lipper[0].fundLipperData | filter:{lipperDataTypeCd:'MFTOLOBPG'})[0].lipperDate}}, Lipper Category: {{ (fundDetails.lipper[0].fundLipperData | filter:{lipperDataTypeCd:'MFTOLOBPG'})[0].lipperName | naCheck }}, {{ fundDetails.characteristics.asOfDate }}, {{ characteristic.fundCharacteristicValue | naDollarPercent : characteristic.characteristicDisplaySymbolCode }}, {{ characteristic.fundIndexValueDifference | naDollarPercent : characteristic.characteristicDisplaySymbolCode }}, {{ characteristic.fundSecuritiesCoverage.securitiesCovered }}, {{ characteristic.fundSecuritiesCoverage.totalSecurities }}, {{ characteristic.indexCharacteristicValue | naDollarPercent : characteristic.characteristicDisplaySymbolCode }}, Last 3 months: {{fundDetails.attribution[0].attribution3MonthsData.startDt }} - {{fundDetails.attribution[0].attribution3MonthsData.endDt }}, Last year: {{fundDetails.attribution[0].attribution12MonthsData.startDt }} - {{fundDetails.attribution[0].attribution12MonthsData.endDt }}, Last 3 years: {{fundDetails.attribution[0].attribution36MonthsData.startDt }} - {{fundDetails.attribution[0].attribution36MonthsData.endDt }}, Last 5 years: {{fundDetails.attribution[0].attribution60MonthsData.startDt }} - {{fundDetails.attribution[0].attribution60MonthsData.endDt }}, as of {{holdingSubTypeLaggeds.laggedDate}}, as of {{holdingSubTypeLaggeds.laggedDate }}, {{((holdingsRoot.holdingSubTypes)[0].holdingSubTypeLaggeds | filter:{lagPeriod:'0M'} )[0].laggedDate}}, {{((fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Money Manager Allocation'})[0].holdingSubTypes[0].holdingSubTypeLaggeds | filter:{lagPeriod:'0M'})[0].laggedDate }}, {{(compositionService.getAssetAllocationData(fundDetails.holdings.fundHoldings[0].holdings)[0].holdingSubTypes[0].holdingSubTypeLaggeds | filter:lagPeriod='0M')[0].laggedDate}}, {{holdingSubType.holdingValue | naCheckPercent:2 }}, {{(compositionService.getHoldingsData(fundDetails.holdings.fundHoldings[0].holdings, 'Fund of Fund Holding within a Fund', ['0M'])[0].holdingSubTypeLaggeds | filter:lagPeriod='0M')[0].laggedDate}}, {{ (holdingSubType.holdingSubTypeLaggeds | filter:lagPeriod='0M')[0].holdingsPercent | naCheckPercent:2 }}, {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Country Diversification'})[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}}, {{ holdingSubTypes.holdingValIndexValDiff | naCheckPercent: 2}}, {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Regional Diversification'})[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}}, {{holdingSubTypes.holdingValue | naCheckPercent: 2}}, {{ holdingSubTypes.indexValue | naCheckPercent: 2}}, {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Currency Diversification'})[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}}, {{fundDetails.priceStatistics.fundPriceStatsDate}}, {{dividendHistory.distributionAmount| naCheckDollar:5}}, {{dividendHistory.displayReinvestNav|checkDollar}}, {{(fundDetails.distributions[0].historicalDistributions | filter:{distributionType :'SCG',recordDate:capitalGains.recordDate})[0].distributionAmount|naCheckDollar:5}}, {{(fundDetails.distributions[0].historicalDistributions | filter:{distributionType :'LCG',recordDate:capitalGains.recordDate})[0].distributionAmount|naCheckDollar:5}}, {{capitalGains.distributionAmount|naCheckDollarMinDecimal:5}}, {{capitalGains.displayReinvestNav | checkDollar}}, | CUSIP: {{fundHistoricalPrices.cusipNo}}, | Symbol: {{fundHistoricalPrices.tradingSymbol}}, | Short-Term Trading Fee: {{featureValue.featureValue | naCheckPercent100:2}}, | Max Sales Charge: {{featureValue.featureValue | naCheckPercent100:2}}, | Period: {{featureValue.featureValue}} Days, 2022 Plan Sponsor Attitudes Survey: Highlight 5, Managing Uncertainty and Improving Diversification in Fidelity's Target Date Strategies, Plan Sponsor Attitudes Survey Highlight 5 Infographic, Fitting cryptocurrency into your estate plan, Why Bond Investors May Benefit from Actively Managed Mutual Funds and ETFs, Bitcoin and Digital Assets - Understanding the Digital Ecosystem, Stable Value for Capital Preservation and Diversification, The Intersection of Cryptocurrency and Wealth Management: What Advisors Need to Know Now, Exploring the Decade of Generational Wealth, Federal Reserve remains hawkish on interest rates amid fears of a looming recession, First Quarter 2023 Investment Research Update Conversation Starter, First Quarter 2023 Investment Research Update, Debt Ceiling: Issuance Impacted, Political Lines Drawn, First Quarter 2023 Quarterly Market Update Executive Summary, View the Advisor's Guide to Digital Assets, {{fund.legalName | subStringByLastSymbol:'-'}} Analyze the Fund Fidelity Small Cap Value Index Fund having Symbol FISVX for type mutual-funds and perform research on other mutual funds. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers. expires on {{fundDetails.overview.expenseCapExpDate | Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. read. To give you perspective, the highest ER in my three-fund portfolio in Fidelity 401K (FXAIX, VTSNX, VBTIX) is 0.07%. The MSCI ACWI Small Cap Index captures small cap representation across 23 Developed Markets (DM) and 24 Emerging Markets (EM) countries*. We then composed our list by choosing a variety of options with the lowest relative fees and category-beating performance. Dont want to do all this investing stuff yourself or feel overwhelmed? Strength in Fidelity Small Cap Value Indexs People Pillar and Parent Pillar underpin this strategy's Morningstar Quantitative Rating of Bronze. She helps other learn about personal finance and investing at barbarafriedbergpersonalfinance.com. Fidelity Global Small Cap Fund. 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 . 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. This is way too high. {{(compositionService.getAssetAllocationData(fundDetails.holdings.fundHoldings[0].holdings)[0].holdingSubTypes[0].holdingSubTypeLaggeds | filter:lagPeriod='0M')[0].laggedDate}}, As Of We provide a platform for our authors to report on investments fairly, accurately, and from the investors point of view. FXNAX is an index fund for the total U.S. bond market for those wanting some asset class diversification outside stocks. 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. Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. Download Data. Visit a quote page and your recently viewed tickers will be displayed here. At the end of April 2021, the fund held $4.8 billion invested in more than 1,900 positions. Add 4- and 5-star active funds to your clients portfolio. ; {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Currency Diversification'})[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}}