3. Effective Style Weights explain 98% of the fund's daily returns over the past year. Morningstar Analyst Rating. Value-oriented stocks tend to have lower price-to-book ratios and lower forecasted growth values. Fidelity Blue Chip Value Fund ( FBCVX ) Fidelity Large-Cap Value Enhanced Index Fund ( FLVEX ) Fidelity Stock Selector Large-Cap Value Fund ( FSLVX ) Small Value. iShares Russell 2000 . Fidelity Fixed Income Trust. Fidelity Small Cap Value Index FISVX. Buy. The S&P Small Cap 600 Index is a registered service mark of The McGraw-Hill Companies, Inc., and has been licensed for use by Fidelity Distributors Company . Fidelity Labs Explore and comment on our beta software designed for improving the technology of online customer service and investing. Fidelity Small Cap Value Index. The Russell 2000 Value Index is an unmanaged market capitalization-weighted index of value-oriented stocks of U.S. domiciled companies that are included in the Russell 2000 Index. Benchmark MSCI All Country World Small Cap Index; Aggregate assets (all series) $16.6M. See Fidelity Small Cap Index Fund performance, holdings, fees, risk and other data . 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 . Close tooltip. #2. It is a direct competitor of the SPDR S&P 600 SmallCap Value ETF and the Vanguard S&P Small-Cap 600 Value Index Fund , which track the same underlying index and have a similar expense ratio (0.15%). A wide range of choices . Vanguard Small-Cap Value ETF. The performance data shown in tables and graphs on this page is calculated in USD of the fund . Fidelity index mutual funds offer some of the lowest prices in the industry. Analyze the Fund Fidelity Small Cap Value Fund having Symbol FCPVX for type mutual-funds and perform research on other mutual funds. Fidelity Small Cap Value Index FISVX. Fidelity Series Small Cap Discovery Fd FJACX. Stay up to date with the current NAV, star rating, asset allocation, capital . Since Fidelity Small Cap Value made its debut in November of 2004, FCPVX has garnered more than $1.98 billion in assets. Select Real Estate Securities Index 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 of the small-cap value segment of the U.S. equity market. Sub-accounting fee % Encompasses sub-transfer agent, administrative, sub-accounting, and other shareholder servicing fees. If you had put $10,000 in an S&P 500 Index fund and all the other stocks maintained their prices, then Enron's trip to zero would have cost you just $100. See Fidelity Small Cap Index Fund (FSSNX) mutual fund ratings from all the top fund analysts in one place. FLCOX | A complete Fidelity Large Cap Value Index Fund mutual fund overview by MarketWatch. Objective. See Fidelity Small Cap Value Fund (FCVAX) mutual fund ratings from all the top fund analysts in one place. Glenmede Small Cap Equity Portfolio GTCSX. Large Value. n Fidelity Small Cap Value Index Fund $13,108 n Small Value $13,589 The performance data featured represents past performance, which is no guarantee of future results. The fund is ranked based on total return. Fund Return Category 1 Index (S . Hold. Find the latest Fidelity Small Cap Growth Fund (FCPGX) stock quote, history, news and other vital information to help you with your stock trading and investing. DFA US Targeted Value Portfolio DFFVX. Market Cap: Small Investment Style: Value: Morningstar category: Small Value: Launch date: 03 Nov 2004: Price currency . PIMCO RAE US Small Fund PMJAX. Compare momentum and price performance. The fund invests primarily in common stocks. 1 Yr. #413. Fidelity Small Cap Value Index (FISVX), launched in 2019, has been managed by Louis Bottari since July 11, 2019, at Fidelity Investments. Exchange-Traded Funds (ETFs) Boston, MA 02109. Fidelity Advisor Series Small Cap Fund FSSFX. View FISVX mutual fund data and compare to other funds, stocks and exchanges. Targeted Value ETF. About FCPVX. Its portfolio primarily consists of small- and mid-cap stocks of U.S. companies, with a . : $14,252. Derek Janssen is the fund's current manager and has held that role since . 1 Plus, we offer 24/7 customer service online or by phone 2 and were named Barron's 2016, 2017, and 2018 Best Online Broker 3. Real cost (fees + lost compounding): $1647. Get the latest Fidelity Small Cap Index Fund (FSSNX) real-time quote, historical performance, charts, and other financial information to help you make more informed trading and investment decisions. Fidelity Small Cap Value (FCPVX), launched in 2004, has been managed by Derek Janssen since February 2, 2021, at Fidelity Investments. 31-May-2022 {{#if activeSeries.facts_and_codes_mer}} . #2. FCVCX. . 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 of the small-cap value segment of the U.S. equity market. Fidelity Small Cap Value Index Fund advanced mutual fund charts by MarketWatch. . See Fidelity Small Cap Value Index Fund (FISVX) mutual fund ratings from all the top fund analysts in one place. DFAT - Dimensional U.S. Fidelity Advisor Small Cap Value Fund Class C + Add to watchlist. The investment seeks capital appreciation. SLYV - SPDR S&P 600 Small Cap Value ETF. The Fidelity Small Cap Value made its debut in November of 2004 and FCPVX has managed to accumulate roughly $2.95 billion in assets, as of the most recently available information. The 10 Fidelity mutual funds (listed above) are ranked highest by TheStreet Ratings' methodology. #1. Fidelity Small Cap Value Index Fund (FISVX) Related Funds - discover similar funds, compare dividends and return. Find the latest Fidelity Mid Cap Value Index (FIMVX : XNAS) quote with Morningstar's data and independent analysis. This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months: Zacks Rank. Quote. Best Small-Cap Mutual Funds for . Fidelity Small Cap Value Index Fund (since 7/11/2019) VIP Disciplined Small Cap Portfolio - Investor Class (since 12/27/2005) CRSP US Small Cap Value Index Fidelity Small Cap Value Index Fund FISVX 0.05% Russell 2000 Value Index Real Estate Vanguard Real Estate Index Fund VGSLX 0.12% MSCI US Investable Market Real Estate 25/50 Index Fidelity Real Estate Index Fund FSRNX 0.07% Dow Jones U.S. FCPVX. Fidelity Small Cap Index Fund A Mutual Fund Fourth Quarter 2021 Fund Fact Sheet - Page 3 expect higher earnings growth from the underlying companies and are therefore willing to pay a premium price. FCVCX. Using statistical sampling techniques based on such factors as capitalization, industry exposures . Fees 1.06%. Performance. See Fidelity Small Cap Index Fund (FSSNX) mutual fund ratings from all the top fund analysts in one place. Fidelity Charitable Gift Fund Organize, simplify, and potentially increase your charitable giving with this donor-advised fund. Management Information. About FISVX. View mutual fund news, mutual fund market and mutual fund interest rates. See Fidelity Small Cap Value Fund performance, holdings, fees, risk and other data . This fund uses the Spliced Small Cap Value Index as its benchmark and invests in more than 850 small-cap domestic value companies along with a smaller share of U.S. Treasuries. Strong Buy. Small Value Funds. Fidelity Small Cap Value Index Fund Fund 22.66-.18-.79%. VTWV - Vanguard Russell 2000 Value ETF. When adjusted for style weights, the fund's returns were 3.99% over the past year. As of May 18, 2022, the fund has assets totaling almost $1.26 billion invested in 167 different holdings. #4. Definition. Quantitative rating as of Feb 28, 2022. Fidelity Advisor Small Cap Value Fund Class C . MFS New Discovery Value Fund NDVAX. Total returns are historical and may include change in share value and reinvestment of dividends and capital gains, if any. Analyze the Fund Fidelity Small Cap Index Fund having Symbol FSSNX for type workplacefunds and perform research on other mutual funds. 2. Investment return and principal value of an investment will fluctuate; therefore, you may have a gain or loss when #3. FSCFX | A complete Fidelity Strategic Advisers Small-Mid Cap Fund mutual fund overview by MarketWatch. Research current and historical price charts, top holdings, management and full profile. It invests at least 80% of assets in securities of companies with small market capitalizations. Russell 2000 Index is a market capitalization-weighted index designed to measure the performance of the small-cap segment of the U.S. equity market. Here's the list: IJS - iShares S&P SmallCap 600 Value ETF. Its expense ratio is high compared to funds in the Small Value category. China Equity Emerging Markets Gold and Silver International Dividend US Dividend US Energy US High Dividend US Large Cap Growth US Large Cap Value US Mid Cap Growth US Mid Cap Value US REIT US Small Cap Growth US Small Cap Value US Sustainable (ESG) Emerging Markets Gold and Silver International Dividend US Dividend US Energy US High Fund Analysis. View mutual fund news, mutual fund market and mutual fund interest rates. Fidelity Small Cap Value Index Fund. Find the latest Fidelity Small Cap Discovery (FSCRX : XNAS) quote with Morningstar's data and independent analysis. Fidelity Advisor Small Cap Value Fund Class C + Add to watchlist. Top-Rated Small Cap Mutual Funds as of 4/30/22 Fund Name, Ticker, Overall Rating, (Risk Grade) Fidelity Low Priced Stock K6 FLKSX A (C+) Applied Finance Fidelity Flex Mid Cap Value FFMVX Rating as of May 31, 2022 . 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 [] Learn more about mutual funds at fidelity.com. : $13,146. It invests in securities included in the Russell 2000 Value Index . Derek Janssen is the fund's current manager and has held that role since . FISVX. 1 yr. ago. #4. FISVX. Small-value funds invest in stocks of small companies that are less expensive or growing more slowly than the other small-cap stocks. Small Value. Stay up to date with the current NAV, star rating, asset allocation, capital . A relative volatility greater (less) than 1 means the fund's returns have been more (less) variable. Stocks in the bottom 10% of the . Learn more about mutual funds at fidelity.com. Relative Volatility compares a fund's volatility to a benchmark index. VIOV - Vanguard S&P Small-Cap 600 Value ETF. Market Cap: Small Investment Style: Value: Morningstar category: Small Value: Launch date: 03 Nov 2004: Price currency . . Typical fees paid for an investment of $10,000 over 10 years: Total fees paid: $1329. Add to watchlist. Security: ACLX / Arcellx Inc: Institution: FISVX - Fidelity Small Cap Value Index Fund: Latest Disclosed Ownership: 2,331 shares: Latest Disclosed Value: $ 32,680 82 Devonshire Street. If you are in a brokerage or IRA account at fidelity, then you can get the zero fee extended market fund FZIPX. Best Mutual Funds For 2022. Since Fidelity Small Cap Value made its debut in November of 2004, FCPVX has garnered more than $1.98 billion in assets. Fidelity Labs Explore and comment on our beta software designed for improving the technology of online customer service and investing. It invests in securities included in the Russell 2000 Value Index . . This fund tracks the Russell 2000 Value TR USD index, with a weighting of 100%. T. Rowe Price Small-Cap Value Fund I Class (since 6/30/2014) MassMutual Select TRP Sm&Mid Cap Blend I (since 2/9/2018) T. Rowe Price Small-Cap Value Fund (since 6/30/2014) Thrivent Partner Small Cap Value Fund Class A (since 6/30/2014) JHFunds 2 Small Company Value NAV (since 6/30/2014) Vanguard's Small-Cap Value Index Fund (VISVX) is an example of a small-cap value index fund. Fidelity Small Cap Value Index Fund (since 7/11/2019) VIP Disciplined Small Cap Portfolio - Investor Class (since 12/27/2005) Fidelity Emerging Markets Index Fund (since 9/8/2011) Fidelity Small Cap Index Fund (since 9/8/2011) Fidelity . Best Fidelity Mutual Funds for 2022. The Russell 2000 Value Index is an unmanaged market capitalization-weighted index of value-oriented stocks of U.S. domiciled companies that are included in the Russell 2000 Index. Out of 1,361 funds. Stay up to date on the latest stock price, chart, news, analysis, fundamentals, trading and investment tools. Fidelity Small Cap Value Index. Value-oriented stocks tend to have lower price-to-book ratios and lower forecasted growth values. Fund Type Index Funds ; FUND STYLE ANALYSIS help. Asset Allocation Top Instruments Asset Allocation Top Sectors Find the latest Fidelity Small Cap Value (FCPVX : XNAS) quote with Morningstar's data and independent analysis. 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 invests in securities of companies that Fidelity Management & Research Company (FMR) believes are undervalued in the marketplace in relation to factors . Fidelity Small Cap Enhanced Index Fund . The ticker for Fidelity's small cap index fund is FSSNX. AVUV - Avantis U.S. Small Cap Value ETF. Cumulative total returns are . The Russell 2000 Value Index is an unmanaged market capitalization-weighted index of value-oriented stocks of U.S. domiciled companies that are included in the Russell 2000 Index. Fidelity Small Cap Value. The Fund seeks to provide investment results that correspond to the total return of stocks of small-capitalization U.S. companies. Stay up to date with the current NAV, star rating, asset allocation, capital . It includes . -7.67%. FCPVX | A complete Fidelity Small Cap Value Fund mutual fund overview by MarketWatch. Chart. 960 stocks covered by more than 179 equity research professionals 1. A wide range of highly rated 4- and 5-star Morningstar rated funds 2. The Fund seeks to provide investment results that correspond to the total return of stocks of small-capitalization U.S. companies. Its expense ratio is low compared to funds in the Small Value category. and excludes the value of any cash collateral held for securities on loan and a fund's net other assets. Stay up to date with the current NAV, star rating, asset allocation, capital gains . Mid-Cap Growth Funds ; Small Value Funds ; . Small Value. SPDR S&P 600 Small Cap Value ETF. DFA US Small Cap Value Portfolio DFSVX. The performance data shown in tables and graphs on this page is calculated in USD of the fund . Fidelity Flex Small Cap Fund FCUTX. Fidelity Global Small Cap Fund. A high-level overview of Fidelity Small Cap Value Index Fund (FISVX) stock. Quote Fund Analysis Performance Sustainability . Small Value. Get quote details and summary for Fidelity Small Cap Value Index Fund (FISVX). See Fidelity Small Cap Value Index Fund performance, holdings, fees, risk and . Learn more about mutual funds at fidelity.com. Vanguard S&P Small-Cap 600 Value ETF. IWN - iShares Russell 2000 Value ETF. . Value-oriented stocks tend to have lower price-to-book ratios and lower forecasted growth values. Get the latest Fidelity Small Cap Value Index Fund (FISVX) real-time quote, historical performance, charts, and other financial information to help you make more informed trading and investment . 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. Portfolio Builder / Fund Intersect. View the latest Fidelity Small Cap Value Index Fund (FISVX) stock price, news, historical charts, analyst ratings and financial information from WSJ. See Fidelity Small Cap Index Fund performance, holdings, fees, risk and other data . Vanguard Russell 2000 Value ETF. Analyze the Fund Fidelity Small Cap Index Fund having Symbol FSSNX for type mutual-funds and perform research on other mutual funds. Best Small Value Funds. Rankings include the reinvestment of dividends and capital gains but exclude the effect of a fund's sales load, if applicable. Fidelity Advisor Small Cap Value Fund Class C . It is a direct competitor of the SPDR S&P 600 SmallCap Value ETF and the Vanguard S&P Small-Cap 600 Value Index Fund , which track the same underlying index and have a similar expense ratio (0.15%). Normally investing at least 80% of assets in securities of companies with small to medium market capitalizations (which, for purposes of this fund, are those companies with market capitalizations similar to companies in the Russell 2500 Index). #12 . Enron was the seventh-largest company in the Fortune 500, but in 2000 its market capitalization (price times shares outstanding) represented less than 1% of the value of the S&P 500 Index (.SPX). Fidelity Charitable Gift Fund Organize, simplify, and potentially increase your charitable giving with this donor-advised fund. Here are the best Small Value ETFs. Investing in domestic and foreign issuers. Each fund is ranked within a universe of funds with similar investment objectives. Quote Fund Analysis Performance Sustainability Risk Price Portfolio People Parent. We offer index funds that attempt to track the performance of a range of the most widely followed equity and fixed income indexes. Valueit's the Fidelity difference. This fund tracks the Russell 2000 Value TR USD index, with a weighting of 100%. View mutual fund news, mutual fund market and mutual fund interest rates. #3. Analyst rating as of Jan 24, 2022. Morningstar Analyst Rating. There, the holdings as a . Quantitative rating as of Apr 30, 2022. The fund seeks long-term growth of capital. 1. Fund Description. Fidelity Global Small Cap Fund. Morningstar Analyst Rating. 800-544-8544. 05/24/2022 12:00 AM NAV. Find the latest Fidelity Small Cap Growth (FCPGX : XNAS) quote with Morningstar's data and independent analysis. Normally investing 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 of the small-cap value segment of the U.S. equity market. Louis Kapoor Bottari,Lead Manager since July 10, 2019.