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Index funds tend to charge low expense ratios, so we only included funds that charge less than 0.40%. Information provided in, and presentation of, this document are for informational and educational purposes only and are not a recommendation to take any particular action, or any action at all, nor an offer or solicitation to buy or sell any securities or services presented. | naCheckPrecision:2}}, {{ riskPeriod.annualizedTrackingError | naCheckPrecision:2}}, {{ riskPeriod.downsideVolatility | naCheckPrecision:2}}, {{ riskPeriod.relativeVolatility | naCheckPrecision:2}}, As of NUSI ETF Review Is NUSI a Good Investment? {{ fundDetails.overview.portfolioInceptionDate | naCheck}}. The comparable Fidelity ZERO fund for this market segment is FZROX. What Are Small-Cap Stocks, and Are They a Good Investment? I feel very hurt: My late wifes parents cut me out of their will and reduced my daughters inheritance. 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. 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) Privacy Notice | {{ fundDetails.morningstar.styleMapAsOfDate }}, As Of The Forbes Advisor editorial team is independent and objective. Fidelity seems to be winning the race to zero for fees on index funds. VXUS vs. VEU Which Vanguard Total International ETF? 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. Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. document.getElementById("ak_js_1").setAttribute("value",(new Date()).getTime()); Sign up to receive email updates when a new post is published. ", Vanguard. Targeted Value Portfolio (DFFVX), TIAA-CREF Small-Cap Blend Index Fund (TISBX), Fidelity Small Cap Enhanced Index Fund (FCPEX). Save my name, email, and website in this browser for the next time I comment. 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. You might be using an unsupported or outdated browser. See additional Morningstar Rating information, As Of }}, {{ riskPeriod.indexRiskPeriod.annualizedStandardDeviation | | CUSIP: {{fundHistoricalPrices.cusipNo}} Is Fidelity Mid Cap Enhance Index Fund (FMEIX) a Strong Mutual . 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. Let me know in the comments. | 1-Day Return as of Mar 03, 2023, 11:14 PM GMT+0, Muni National Intermediate-Term Bond Funds. Healthcare dominated its allocation at 21%, followed by financials with 17.2%, and information technology and industrials each with about 15%. The fund is sponsored by State Street Global Advisors. 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 U.S. Although passive index funds are frequently recommended over active management, theres a camp that still believes actively managed small-cap funds are better. ET on Zacks.com Is Fidelity Small Cap Value (FCPVX) a Strong Mutual Fund Pick Right Now? exceptions) that the fund would pay; the respective contract {{ fundDetails.holdings.fundHoldings[0].indexShortName}}, As Of News Investments Community Fix The Future Careers Vanguards Tax-Managed Small Cap index fund admiral shares have a $10,000 minimum investment requirement, making them cost prohibitive for some investors. . FIDELITY SMALL CAP INDEX FUND | Markets Insider Markets Stocks Indices Commodities Cryptocurrencies Currencies ETFs News Fidelity Small Cap Index Fund Fund , FSSNX 23.42. What do we do? Total fund size. This fund has about 1,400 holdings and a fee of 0.05%. Read our editorial policy to learn more about our process. 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. Information, Important Performance and Policy 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. (2023). Something went wrong. fund, which indicates the maximum level of expenses (with certain I am not a financial advisor, portfolio manager, or accountant. 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. 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. 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 site is protected by reCAPTCHA and the Google {{ fundDetails.morningstar.morningstarCategory | naCheck }}. Something went wrong while loading Watchlist. Our list of best small cap index funds offers a choice for value, growth, blend and strategy investors all for below-category fees. 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. The Fund seeks to provide investment results that correspond to the total return of stocks of small-capitalization U.S. companies. 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. These include white papers, government data, original reporting, and interviews with industry experts. This fund has about 2,400 holdings and a fee of 0.055%. Targeted Value Portfolio (DTMVX), Dimensional U.S. Necessary cookies are absolutely essential for the website to function properly. 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). Your email address will not be published. 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. Disclosure: Some of the links on this page are referral links. Year Average, As of Your financial situation is unique and the products and services we review may not be right for your circumstances. As Of naCheck:'Not Available'}}. Performance fee. The comparable Fidelity ZERO fund for this market segment is FNILX. ; Index Details The fund is sponsored by Fidelity. Morningstar Category: Commissions, trailing commissions, management fees and expenses all may be associated with . {{((fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Money Manager Allocation'})[0].holdingSubTypes[0].holdingSubTypeLaggeds | filter:{lagPeriod:'0M'})[0].laggedDate }}, As Of Subscriber Agreement & Terms of Use | Information, {{indexData.indexBasicData.indexShortName }}, Important Performance and Policy {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Sub-Sector Diversification'} : true)[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}} Don't subscribeAllReplies to my comments Notify me of followup comments via e-mail. The information on this website is for informational and recreational purposes only. This is not financial advice, investing advice, or tax advice. 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 remaining candidates included a short list of small-cap blend, value and growth funds. This browser is no longer supported at MarketWatch. How To Find The Cheapest Travel Insurance, Best Investment Portfolio Management Apps, Manning & Napier Rainier International Discovery Fund (RAIWX), Schwab Fundamental U.S. Small Company Index Fund (SFSNX), Vanguard Tax-Managed Small Cap Admiral Fund (VTMSX), Fidelity ZERO Extended Market Index Fund (FZIPX), Vanguard Russell 2000 Value Index Fund (VSIAX), Vanguard Small Cap Growth Index Fund (VSGAX), Buy The Dip: Best Cheap Stocks To Buy Now. SFSNXs average 10-year returns were in the top quartile of the category, demonstrating the potential of the strategy. For the best MarketWatch.com experience, please update to a modern browser. expires on {{fundDetails.overview.expenseCapExpDate | Transamerica Large Cap Value Fund (TWQAX). At the end of April 2021, the fund held $4.8 billion invested in more than 1,900 positions. naCheck:'Not Available'}}. Many investors, myself included, like to overweight small cap value stocks relative to their market cap weight for greater expected returns. "Vanguard Small-Cap Value Index Fund(VSIAX). "Tax-Managed U.S. 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 [] Fidelity Mid Cap Value Fund (FSMVX) Victory Integrity Mid-Cap Value Fund Class A (MAIMX) MFS Mid Cap Value Fund Class A (MVCAX) American Century Mid Cap Value Fund Investor Class (ACMVX) Lord Abbett Mid Cap Stock Fund Class A (LAVLX) Show more Compare View Fund Picks From Fidelity Fund Manager (s) Geode Capital Management Investopedia requires writers to use primary sources to support their work. riskPeriod.annualizedAlpha | naCheckPrecision:2}}, {{ The investment seeks to track the performance of the CRSP US Small Cap Value Index that measures the investment return of small-capitalization value 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. Small-value funds invest in stocks of small companies that are less expensive or growing more slowly than the other small-cap stocks. With lower valuations, bargain hunting investors might gravitate to VSIAX. It is not investment advice. naCheckPercent:2}}, {{(holdingsSubType.holdingSubTypeLaggeds | filter:{lagPeriod:'12M'})[0].holdingsPercent| Roth IRA vs. "Vanguard Small-Cap Value ETF(VBR). Fund #: {{fundHistoricalPrices.fundNo}} But opting out of some of these cookies may affect your browsing experience. This also provides a slight value tilt for SFSNXs portfolio. ", Nuveen. Value stocks typically trade at low prices relative toperformance. {{(compositionService.getHoldingsData(fundDetails.holdings.fundHoldings[0].holdings, 'Total Credit Quality', ['0M'])[0].holdingSubTypeLaggeds | filter:lagPeriod='0M')[0].laggedDate}}, AS OF Mutual fund investors looking to tap the small cap market might appreciate this zero minimum and zero management fee fund. Average annual returns -31.32% year to date -22.63% one year 10.63% three years The comparable Fidelity ZERO fund for this market segment is FZILX. Fidelity Global Small Cap Fund. When you visit the site, Dotdash Meredith and its partners may store or retrieve information on your browser, mostly in the form of cookies. Traditional IRA Which Is Better for You? That means small-cap fund investors require patience to yield these superior results. 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 the index by using computer-aided, quantitative analysis to make its picks. 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 ticker for Fidelity's small cap index fund is FSSNX. Provide specific products and services to you, such as portfolio management or data aggregation. I'm not a big fan of social media, but you can find me on LinkedIn and Reddit. 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. USD | NAV as of Mar 03, 2023 | 1-Day Return as of Mar 03, 2023, 11:14 PM GMT+0. Information, Important Performance and Policy Fund provider. 3 Best SPAC ETFs To Invest in SPACs in 2023 But Should You? We also use third-party cookies that help us analyze and understand how you use this website. 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:'-'}} 2.80b. {{(compositionService.getHoldingsData(fundDetails.holdings.fundHoldings[0].holdings, 'Bond Credit Quality', ['0M'])[0].holdingSubTypeLaggeds | filter:lagPeriod='0M')[0].laggedDate}} These cookies do not store any personal information. {{brickletData.riskMeasures.independentAsOfDate}}, {{ riskPeriod.independentRiskPeriod.sharpeRatio | 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) {{(fundDetails.lipper[0].fundLipperData | filter:{lipperDataTypeCd:'MFTOLOBPG'})[0].lipperDate}} Barbara A. Friedberg, MS, MBA is a former portfolio manager and university investments instructor. His personal finance column appears on the sites of more than 100 regional and community banks. Targeted Value Portfolio - Prospectus. Its expense ratio is 0.06%. A small-cap stock has a total share value of $300 million to $2 billion, although the precise figures used vary among brokerages. 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. 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 . {{(compositionService.getAssetAllocationData(fundDetails.holdings.fundHoldings[0].holdings)[0].holdingSubTypes[0].holdingSubTypeLaggeds | filter:lagPeriod='0M')[0].laggedDate}}, As Of {{holdingSubTypeLaggeds.laggedDate}}, {{ fundDetails.overview.portfolioInceptionDate | naCheck}}, {{ price.cumYtd.toString() | naCheckZeroOrPlus:2 }}, {{fundDetails.prices[0].displayNav | checkDollar}}, as of {{fundDetails.prices[0].navDate | replaceByGivenString:'-':'/'}}, as of {{price.navDate | replaceByGivenString:'-':'/'}}. 5 Best Fidelity Mutual Funds to Buy in 2023 Jan. 12, 2023 at 12:03 a.m. Analyze the Fund Fidelity Small Cap Value Index Fund having Symbol FISVX for type mutual-funds and perform research on other mutual funds. 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. The next two largest sectors are technology and consumer discretionary with 18.6% and 14.9% respectively. All Rights Reserved. (U.S. Stocks), 6 Popular Invesco ETFs for Indexing, Factors, & Income, How to Invest in the Dow Jones Index ETF Options. | Symbol: {{fundHistoricalPrices.tradingSymbol}} The S&P 600 is an index of small-cap stocks managed by Standard & Poor's, comparable to the Russell 2000. 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. Over the longer term, small-cap index funds have delivered superior returns to their large-cap brethren. 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. Log in to see them here or sign up to get started. 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. How we use your information depends on the product and service that you use and your relationship with us. Align your investment choices with your personal values. We do not offer financial advice, advisory or brokerage services, nor do we recommend or advise individuals or to buy or sell particular stocks or securities. Stocks in the bottom 10% of the capitalization of the. 960 stocks covered by more than 179 equity research professionals 1. This website uses cookies to improve your experience. We may use it to: To learn more about how we handle and protect your data, visit our privacy center. ({{fund.tradingSymbol}}), {{shareClassAttribute.displayShareClassShortName}}, {{managerInfo.firstName}} {{managerInfo.lastName}}, {{indexReturn.indexBasicData.indexShortName}}, Important Performance and Policy Information, Important Performance and Policy ", Dimensional Fund Advisors. This compensation may impact how and where listings appear. category was Fidelity Global Small Cap Fund. Roughly 21% of VSGAXs portfolio is in the healthcare sector, followed by 19% in industrials. From our perspective, the last ten years have rewarded small-cap value investors with healthy returns and robust dividends. 11 Jan 2010. The People Pillar is our evaluation of the FISVX management teams experience and ability. $21.85-$0.01 / -0.06%. | Short-Term Trading Fee: {{featureValue.featureValue | naCheckPercent100:2}} Benchmark: We provide a platform for our authors to report on investments fairly, accurately, and from the investors point of view. The fund's benchmark is the Russel 2000 Value Index. Given this possibility, weve included several small cap strategy funds. FXNAX - Fidelity U.S. Fidelity Small Cap Value Index Fund No Transaction Fee 1 Monthly Fact Sheet (PDF) Prospectus More 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 2 {{ fundDetails.holdings.fundHoldings[0].indexShortName}}, AS OF While RAIWXs dividend yield is lower than many international funds, smaller stocks typically lack the high dividend yields of their larger counterparts.