Fidelity is one of the oldest and largest brokerage firms out there, closely rivaling and in some cases even beating Vanguard and Schwab on things like fees, fractional shares, margin rates, etc. Fidelitys index fund for this market segment is FISVX, which seeks to track the Russell 2000 Value Index. We provide a platform for our authors to report on investments fairly, accurately, and from the investors point of view. "TIAA-CREF Small-Cap Blend Index Fund. ", Dimensional Fund Advisors. Your email address will not be published. {{fundDetails.morningstar.ratingsAsOfDate}} These Active Small-Cap Funds Are Ready to Run. 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. "Tax-Managed U.S. With lower valuations, bargain hunting investors might gravitate to VSIAX. Log in to see them here or sign up to get started. Cookie Notice (). 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. You also have the option to opt-out of these cookies. FXNAX is an index fund for the total U.S. bond market for those wanting some asset class diversification outside stocks. 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:'-'}} 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. {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Country Diversification'})[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}} The fund is sponsored by State Street Global Advisors. {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Environmental'} : true)[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}} Editorial Note: We earn a commission from partner links on Forbes Advisor. 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. Have Watchlists? The comparable Fidelity ZERO fund for this market segment is FZROX. 5 Best Fidelity Mutual Funds to Buy in 2023 Jan. 12, 2023 at 12:03 a.m. 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 . "US Targeted Value Portfolio (I). The fund's benchmark is the Russel 2000 Value Index. That's why we introduced zero expense ratio index mutual funds. {{ fundDetails.overview.portfolioInceptionDate | naCheck}}. {{ fundDetails.holdings.fundHoldings[0].indexShortName}}, AS OF The next two largest sectors are technology and consumer discretionary with 18.6% and 14.9% respectively. Major holdings include Apple, Microsoft, Amazon, Tesla and Alphabet. See holdings data for Fidelity ZERO Large Cap Index Fund (FNILX). The Russell 2000 Index measures the performance of the 2,000 smaller stocks that are listed in the Russell 3000 Index. Index Details The fund is sponsored by Fidelity. Distribution information is available for the last 10 years or to inception for fund's less than 10 years old. 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. Fidelity's index fund for this market segment is FISVX, which seeks to track the Russell 2000 Value Index. 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. Find the latest Fidelity Small Cap Value Index Fund (FISVX) stock quote, history, news and other vital information to help you with your stock trading and investing. category was Her Encyclopedia of Personal Finance is a teaching tool for financial literacy. His personal finance column appears on the sites of more than 100 regional and community banks. Its expense ratio is 0.64%. Is Fidelity Mid Cap Enhance Index Fund (FMEIX) a Strong Mutual . 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 ) {{ fundDetails.holdings.fundHoldings[0].indexShortName}}, As Of It has an expense ratio of 0.44%. 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 Copyright 2023 MarketWatch, Inc. All rights reserved. Don't subscribeAllReplies to my comments Notify me of followup comments via e-mail. We also respect individual opinionsthey represent the unvarnished thinking of our people and exacting analysis of our research processes. This compensation comes from two main sources. Download Data. What Are Small-Cap Stocks, and Are They a Good Investment? "Vanguard Small-Cap Value ETF(VBR). ; USA . Check out my flat-fee-only fiduciary friends over at Advisor.com. Fidelity Global Small Cap Fund. Vanguard. 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 Something went wrong while loading Watchlist. 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.