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. A mutual fund is an investment vehicle consisting of a portfolio of stocks, bonds, or other securities, overseen by a professional money manager. 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. 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. | Period: {{featureValue.featureValue}} Days {{((fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Money Manager Allocation'})[0].holdingSubTypes[0].holdingSubTypeLaggeds | filter:{lagPeriod:'0M'})[0].laggedDate }}, As Of {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Real Estate Sub Sector'} : true)[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}} ", Nuveen. expires on {{fundDetails.overview.expenseCapExpDate | 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 riskPeriod.independentRiskPeriod.annualizedStandardDeviation | naCheckPercent:2}}, {{(holdingsSubType.holdingSubTypeLaggeds | filter:{lagPeriod:'12M'})[0].holdingsPercent| Targeted Value Portfolio - Prospectus. 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 Fund seeks to provide investment results that correspond to the total return of stocks of small-capitalization U.S. companies. Last Updated: January 17, 2023 No Comments 2 min. Required fields are marked *. Check out my flat-fee-only fiduciary friends over at Advisor.com. Privacy Policy and Something went wrong. USD | NAV as of Mar 03, 2023 | 1-Day Return as of Mar 03, 2023, 11:14 PM GMT+0. The fund's expense ratio is relatively low at 0.07%, which is the same as the ETF version (also 0.07%). Have Watchlists? 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. Are you sure you want to rest your choices? 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. 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. {{ fundDetails.morningstar.morningstarCategory | naCheck }}. Bond Index Fund FXNAX is an index fund for the total U.S. bond market for those wanting some asset class diversification outside stocks. 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. {{ fundDetails.holdings.fundHoldings[0].indexShortName}}, As Of . Information, Important Performance and Policy naCheckPrecision:2 }}, {{ Total fund size. Create a list of the investments you want to track. You can also subscribe without commenting. exceptions) that the fund would pay; the respective contract 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. Vanguards Small Cap Growth Index Fund gives investors affordable access to the fastest growing small-cap companies in the U.S. riskPeriod.annualizedAlpha | naCheckPrecision:2}}, {{ While RAIWXs dividend yield is lower than many international funds, smaller stocks typically lack the high dividend yields of their larger counterparts. Intraday Data provided by FACTSET and subject to terms of use. m 14kN ab FS max Sa*b b1I z 22103 1235106 0. There is a contractual cap on the expenses borne by the "FidelitySmall Cap Enhanced Index Fund - Composition.". That means small-cap fund investors require patience to yield these superior results. 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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:'-'}}