Roy Demeo Daughter Doctor, Unpaid Share Capital Balance Sheet, Our Trusted, Multitenant Cloud Means You Get:, Strawnana French Cookies Strain, Articles F

Vanguards Tax-Managed Small Cap index fund admiral shares have a $10,000 minimum investment requirement, making them cost prohibitive for some investors. All quotes are in local exchange time. {{fundDetails.morningstar.percentOfAssetsCovered | naCheckPercent:2}} as of {{fundDetails.morningstar.styleBoxDotLocationDate}}, {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Sectors as Percent of Equity'} : true)[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}}, {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Environmental'} : true)[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}}, {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Industry Diversification'} : true)[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}}, {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Sub-Sector Diversification'} : true)[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}}, {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Real Estate Sub Sector'} : true)[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}}, {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Sub-Industry Diversification'} : true)[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}}, {{(compositionService.getHoldingsData(fundDetails.holdings.fundHoldings[0].holdings, 'Bond Credit Quality', ['0M'])[0].holdingSubTypeLaggeds | filter:lagPeriod='0M')[0].laggedDate}}, {{(compositionService.getHoldingsData(fundDetails.holdings.fundHoldings[0].holdings, 'Total Credit Quality', ['0M'])[0].holdingSubTypeLaggeds | filter:lagPeriod='0M')[0].laggedDate}}, {{(holdingSubType.holdingSubTypeLaggeds | filter:lagPeriod='0M')[0].holdingsPercent | naCheckPercent:2}}, {{fundDetails.morningstar.ratingsAsOfDate}}, Morningstar Category: {{ fundDetails.morningstar.morningstarCategory | naCheck }}, {{quarterEndReturns.overview.portfolioInceptionDate | naCheck}}, {{monthEndReturnsData.overview.portfolioInceptionDate | naCheck}}, {{(fundDetails.hypothetical | limitTo:-1)[0].date}}, 3 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. I can see Fidelity Small-Cap Value fund (FCPVX), but its expense ratio is 0.91%: https://fundresearch.fidelity.com/mutua . ; The Vanguard 500 Index Fund has existed for 44 years, but the (original name) Fidelity Spartan US Index Fund has existed for 32 years. I'm not a big fan of social media, but you can find me on LinkedIn and Reddit. 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}}. "US Targeted Value Portfolio (I). "TIAA-CREF Small-Cap Blend Index Fund. | Short-Term Trading Fee: {{featureValue.featureValue | naCheckPercent100:2}} Create a list of the investments you want to track. 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). 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. As such, this fund is entirely U.S. large cap stocks, though its considered a sufficient proxy for the entire U.S. stock market. Large Value. 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. That said, theres no lack of conflicting data and opinions on this thesis, depending upon your time frame. . Unlock our full analysis with Morningstar Investor. How we use your information depends on the product and service that you use and your relationship with us. This also provides a slight value tilt for SFSNXs portfolio. This is not financial advice, investing advice, or tax advice. It has an expense ratio of 0.33%. 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 . Lets dive into the best Fidelity index funds. Historical and current end-of-day data provided by FACTSET. What Are Small-Cap Stocks, and Are They a Good Investment? Fidelity Large Cap Core Enhanced Index Fund (FLCEX) All Similar Funds Franklin Rising Dividends Fund Class A (FRDPX) Fidelity Mega Cap Stock Fund (FGRTX) Fidelity Large Cap Core Enhanced Index Fund (FLCEX) T. Rowe Price Dividend Growth Fund (PRDGX) Jensen Quality Growth Fund Class J (JENSX) 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) Before investing have your client consider the funds', variable investment products', or exchange traded products' investment objectives, risks, charges, and expenses. Have your client read it carefully. For wealthier investors, we included a tax-efficient small cap index fund. 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. 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. This allows me to continue producing high-quality, ad-free content on this site and pays for the occasional cup of coffee. ", Dimensional Fund Advisors. What Is a Leveraged ETF and How Do They Work? {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Currency Diversification'})[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}} Read more here. exceptions) that the fund would pay; the respective contract The comparable Fidelity ZERO fund for this market segment is FNILX. The Tax-Managed U.S. Commissions, trailing commissions, management fees and expenses all may be associated with . Vanguard. {{((fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Money Manager Allocation'})[0].holdingSubTypes[0].holdingSubTypeLaggeds | filter:{lagPeriod:'0M'})[0].laggedDate }}, As Of FXNAX - Fidelity U.S. 17-Feb-2023; Inception 04-Apr-2011; Benchmark MSCI All Country World Small Cap Index; Aggregate assets (all series) $19.5M. Information, {{indexData.indexBasicData.indexShortName }}, Important Performance and Policy naCheckPrecision:2 }}, {{ Her Encyclopedia of Personal Finance is a teaching tool for financial literacy. Share class launch date. NUSI ETF Review Is NUSI a Good Investment? Average annual returns -31.32% year to date -22.63% one year 10.63% three years {{(compositionService.getHoldingsData(fundDetails.holdings.fundHoldings[0].holdings, 'Fund of Fund Holding within a Fund', ['0M'])[0].holdingSubTypeLaggeds | filter:lagPeriod='0M')[0].laggedDate}}, As Of 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. Privacy Notice | The remaining candidates included a short list of small-cap blend, value and growth funds. Note that we have deviated from the strict index fund classification by including two factor-based funds. This category only includes cookies that ensures basic functionalities and security features of the website. 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. SFSNXs average 10-year returns were in the top quartile of the category, demonstrating the potential of the strategy. The fund allocates a hefty 19% of its portfolio to the industrial sector and roughly 15% each to financials and consumer discretionary stocks. 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. 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. 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. naCheck:'Not Available'}}. 2023 Forbes Media LLC. VT vs. VTI Global Stock Market vs. Total U.S. Stock Market. Fidelity SAI Small-Mid Cap 500 Index Fund ( since 8/12/2015 ) Fidelity Flex Mid Cap Index Fund ( since 3/9/2017 ) Fidelity Commodity Strategy Fund ( since 5/30/2017 ) Spartan 500 Index Pool Class E ( since 11/3/2017 ) Fidelity ZERO International Index Fund ( since 8/2/2018 ) Verify your identity, personalize the content you receive, or create and administer your account. Use the fields below to view prices & yields going back to a fund's inception date and distributions going back 10 years. 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. 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 You can find out more about our use, change your default settings, and withdraw your consent at any time with effect for the future by visiting Cookies Settings, which can also be found in the footer of the site. 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. FXNAX is an index fund for the total U.S. bond market for those wanting some asset class diversification outside stocks. 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 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 [] See the full list here. Copyright 2023 Morningstar, Inc. All rights reserved. {{(fundDetails.hypothetical | limitTo:-1)[0].date}}, 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 . Index Details The fund is sponsored by Fidelity. 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. Morningstar Category: The People Pillar is our evaluation of the FISVX management teams experience and ability. }}, {{ riskPeriod.indexRiskPeriod.annualizedStandardDeviation | ET on Zacks.com Is Fidelity Small Cap Value (FCPVX) a Strong Mutual Fund Pick Right Now? Targeted Value Portfolio invests at least 80% of assets in small- and mid-cap companies that Dimensional believes are value stocks with higher profitability. The fund takes the S&P SmallCap 600 Index as its benchmark. USD | NAV as of Mar 03, 2023 | 1-Day Return as of Mar 03, 2023, 11:14 PM GMT+0. The fund is sponsored by State Street Global Advisors. The information on this website is for informational and recreational purposes only. 31-Jan-2023; MER 2.24%. Fidelity does not provide legal or tax advice. 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. View Composition, As Of 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. Traditional IRA Which Is Better for You? {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Regional Diversification'})[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}} See additional Morningstar Rating information, As Of 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. Fidelity Global Small Cap Fund. 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. 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. Copyright 2023 MarketWatch, Inc. All rights reserved. These products and services are usually sold through license agreements or subscriptions. 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. {{ fundDetails.morningstar.morningstarCategory | naCheck }}. {{ fundDetails.overview.portfolioInceptionDate | naCheck}}. Global Small/Mid-Cap Equity. 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. TQQQ Is It A Good Investment for a Long Term Hold Strategy? Schwabs Fundamental U.S. Small Company Index Fund tracks the Russell RAFI US Small Company Index. riskPeriod.beta | naCheckPrecision:2}}, {{ {{ fundDetails.holdings.fundHoldings[0].indexShortName}}, As Of By using or logging on to this website, you consent to the use of cookies as described in Fidelity's Privacy Policy. Save my name, email, and website in this browser for the next time I comment. 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. Don't 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. {{(compositionService.getAssetAllocationData(fundDetails.holdings.fundHoldings[0].holdings)[0].holdingSubTypes[0].holdingSubTypeLaggeds | filter:lagPeriod='0M')[0].laggedDate}}, As Of 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 {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Environmental'} : true)[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}} This fund has about 2,400 holdings and a fee of 0.055%. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data. 015% Expense Ratio Dividend Reinvestment Broad Diversification While Vanguard is my favorite. {{fundDetails.morningstar.ratingsAsOfDate}}; This fund has an effective intermediate duration of about 6 years and seeks to track the Bloomberg U.S. riskPeriod.annualizedAlpha | naCheckPrecision:2}}, {{ The 8 Best Small Cap ETFs (4 From Vanguard), The 5 Best EV ETFs Electric Vehicles ETFs, VIG vs. VYM Comparing Vanguards 2 Popular Dividend ETFs, The Best Vanguard Dividend Funds 4 Popular ETFs, The 5 Best Emerging Markets ETFs (1 From Vanguard) for 2023. Disclaimer: While I love diving into investing-related data and playing around with backtests, I am in no way a certified expert. It has amassed assets over $2.98 billion, making it one of the larger ETFs attempting to match the Mid Cap Value segment of the US. Subscriber Agreement & Terms of Use | 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? 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. 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. Please try again later. 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. Roughly 21% of VSGAXs portfolio is in the healthcare sector, followed by 19% in industrials. Fidelity seems to be winning the race to zero for fees on index funds. naCheckPercent:2}}, {{(holdingsSubType.holdingSubTypeLaggeds | filter:{lagPeriod:'0Q'})[0].holdingsPercent| They do have some very affordable sector ETFs that I covered in a separate post here. From there, we eliminated actively managed funds that lacked any indexing component. The ticker for Fidelity's small cap index fund is FSSNX. About - My Toolbox - Privacy - Terms - Contact. Their mutual funds also have no minimum investment requirement, unlike Vanguard. Due to the funds approach, youll find 22.4% in financials, 21.8% in industrials and 14.0% in the consumer discretionary sector. You can also subscribe without commenting. ; However, if youre in a higher tax bracket and looking for small-cap exposure in a taxable brokerage account, its worth checking out VTMSX. Dimensional achieves this by offsetting capital gains with losses and delaying capital gains until they are taxed at lower, long-term rates. Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. "Vanguard Small-Cap Value Index Fund(VSIAX). m 14kN ab FS max Sa*b b1I z 22103 1235106 0. exceptions) that the fund would pay; the respective contract This is way too high. | naCheckPrecision:2}}, {{ riskPeriod.annualizedTrackingError | naCheckPrecision:2}}, {{ riskPeriod.downsideVolatility | naCheckPrecision:2}}, {{ riskPeriod.relativeVolatility | naCheckPrecision:2}}, As of FSGGX allows investors to get international exposure to the global stock market outside the U.S. by tracking the MSCI ACWI ex USA Index. {{fundDetails.morningstar.ratingsAsOfDate}} Fund #: {{fundHistoricalPrices.fundNo}} The offers that appear in this table are from partnerships from which Investopedia receives compensation. ", Vanguard. When you visit the site, Dotdash Meredith and its partners may store or retrieve information on your browser, mostly in the form of cookies. These cookies will be stored in your browser only with your consent. $21.85-$0.01 / -0.06%. 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. {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Real Estate Sub Sector'} : true)[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}} 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 The next two largest sectors are technology and consumer discretionary with 18.6% and 14.9% respectively. This website uses cookies to improve your experience. Fidelity has offered Fidelity-branded index funds for a pretty long time. filter:{holdingSubTypeCode:'HLDCT'})[0].holdingValue}} holdings Benchmark: {{ fundDetails.holdings.fundHoldings[0].indexShortName}}, AS OF Read my lengthier disclaimer here. Major holdings include Apple, Microsoft, Amazon, Tesla and Alphabet. This fund has about 1,400 holdings and a fee of 0.05%. There is a contractual cap on the expenses borne by the Wed like to share more about how we work and what drives our day-to-day business. Contact Fidelity for a prospectus or a summary prospectus, if available, containing this information. See holdings data for Fidelity ZERO Large Cap Index Fund (FNILX). Fidelity Small Cap Value Index FISVX Morningstar Analyst Rating Quantitative rating as of Jan 31, 2023 | See Fidelity Investment Hub Quote Chart Fund Analysis Performance Sustainability. 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. She helps other learn about personal finance and investing at barbarafriedbergpersonalfinance.com. This website uses cookies to improve your experience while you navigate through the website. 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. Your email address will not be published. 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. Roth IRA vs. What do we do? The fund normally invests at least 80% of assets in common stocks of large capitalization companies included in the Fidelity U. 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 Index Fund ( FSSNX) NEW Fidelity Small Cap Growth Index Fund ( FECGX) NEW Fidelity Small Cap Value Index Fund ( FISVX) Fidelity U.S. Sustainability Index Fund ( FITLX) Fidelity Total Market Index Fund ( FSKAX) Fidelity ZERO Total Market Index Fund ( FZROX) Fidelity ZERO Large Cap Index Fund ( FNILX) We'd love to hear from you, please enter your comments. 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. {{(compositionService.getHoldingsData(fundDetails.holdings.fundHoldings[0].holdings, 'Bond Credit Quality', ['0M'])[0].holdingSubTypeLaggeds | filter:lagPeriod='0M')[0].laggedDate}} {{brickletData.riskMeasures.dependentAsOfDate}}, {{ Are you sure you want to rest your choices? Investopedia does not include all offers available in the marketplace. 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. Cookie Notice (). 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. Will financial advice help me save more for retirement? This site is protected by reCAPTCHA and the Google I lead the Paid Search marketing efforts at Gild Group. 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. Get our overall rating based on a fundamental assessment of the pillars below. Have Watchlists? FNILX - Fidelity ZERO Large Cap Index Fund ; Previous Close, 13. 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. 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