Fees are Low compared to funds in the same category. Fidelity® Small Cap Index Fund has an expense ratio of 0.02 percent.
Fidelity Small Cap Index's Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.
About FCVAX. The investment seeks capital appreciation. The fund invests primarily in common stocks. It invests at least 80% of assets in securities of companies with small market capitalizations.
FSLCX - Fidelity ® Small Cap Stock Fund | Fidelity Investments.
Small-cap funds are riskier than large-cap funds and may not be suitable for everyone. Small-cap companies are more sensitive to market changes and can experience sudden and wide price fluctuations. Small-cap companies are less popular and smaller in size, making their stock less liquid.
Kotak Small Cap Fund and Axis Small Cap Fund gave 29.08% and 28.43% returns respectively in 2024. Quant Small Cap Fund offered a 28.34% return in the mentioned period. Franklin India Smaller Cos Fund gave a 26.31% return in the said period.
How Much of My Portfolio Should Be in Small-Cap Stocks? Small-cap stocks currently make up about 8% of the overall equity market, which is a reasonable target for the US stock portion of a portfolio.
Fidelity has average trading and low non-trading fees, including commission-free US stock trading. On the negative side, margin rates and fees for some mutual funds can be high.
Investment advisory services are provided through Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser, for a fee.
There is no cost to open and no annual fee for Fidelity's Traditional, Roth, SEP, and Rollover IRAs. A $50 account close out fee may apply. Fund investments held in your account may be subject to management, low balance and short term trading fees, as described in the offering materials.
The easiest way to invest in US small-cap shares is through an exchange-traded fund (ETF) that tracks either one of the two major small-cap indices.
Things to Consider Before Investing in Small-Cap Mutual Funds. You must know your risk appetite before investing in small-cap funds because they are riskier than large-cap funds and see more fluctuations. If you can take higher risk, investing in small-cap mutual funds may be a good choice for you.
The main disadvantage of a small-cap fund is its higher risk profile, making it susceptible to market volatility and economic downturns.
The recommended time frame is eight to ten years. Making these funds highly suitable for long-term investors. Small Cap Funds offer great potential to earn benchmark-beating returns. These are highly risky investments and should be considered when you can stomach the price volatility.
Fidelity® Enhanced Small Cap ETF. A U.S. equity strategy maintaining a small-cap profile, leveraging a disciplined approach investing in companies with attractive characteristics.
Vanguard and Fidelity are two investment firms with plenty to offer investors. Vanguard's status as a leader in terms of assets under management underlines its strong market history, while Fidelity's competitive pricing and flexibility make the firm a great choice for newcomers.
Fidelity is generally better for lower account balances (accounts less than $25,000) and direct crypto exposure. Charles Schwab is better for higher balances and offers a more comprehensive selection of advanced charting tools like the thinkorswim platform.