FLCOX - Fidelity ® Large Cap Value Index Fund | Fidelity Investments.
Overall Rating. Morningstar has awarded this fund 3 stars based on its risk-adjusted performance compared to the 596 funds within its Morningstar Category.
Fees are Low compared to funds in the same category. Fidelity® Small Cap Index Fund has an expense ratio of 0.02 percent.
FSSNX - Fidelity ® Small Cap Index Fund | Fidelity Investments.
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.
Small-cap funds are those that invest exclusively in “small caps,” or companies with a relatively small market capitalization, which is the total value of the company's outstanding shares. In contrast, large-cap funds invest only in “large caps,” or the biggest publicly traded companies.
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.
Overall Rating
Morningstar has awarded this fund 3 stars based on its risk-adjusted performance compared to the 596 funds within its Morningstar Category.
This low-cost index fund offers exposure to small-capitalization U.S. value stocks. Value stocks are those that may be temporarily undervalued by investors. These companies typically grow at a slower pace than the typical company. The fund seeks to track a value-style index of small-sized companies.
Fidelity Large Cap Growth Index Fund (FSPGX)
"You get exposure to the largest technology stocks today, along with over 300 other large-cap growth companies, all at a very low 0.035% expense ratio." This ETF has even higher exposure to the Magnificent Seven stocks compared to FXAIX.
In the selloff of 2022, small-value was down, but far less than the broad equity market and its worst-performing segment large-growth. Then along came the artificial intelligence trade. Large-growth stocks like Nvidia were the biggest winners in 2023 and most of 2024.
Fidelity® ZERO Large Cap Index Fund (FNILX)
There is a 0% expense ratio and no minimums to invest in FNILX.
Fidelity has been managing stable value portfolios since 1986. Our stable, independent organizational structure provides the freedom to focus on the long-term success of our customers.
QQQ is managed by Invesco, while ONEQ is managed by Fidelity. Both QQQ and ONEQ are considered high-volume assets. They're less likely to be affected by issues like slippage and failed orders on Composer than low-volume assets.
Small-cap mutual funds are very risky. This means that in the short term, investing in them could lead to short-term losses. If you cannot tolerate seeing negative returns on your investments at specific periods, you should stay away from small-cap funds.
The Securities Investor Protection Corporation (SIPC) is a nonprofit organization that protects stocks, bonds, and other securities in case a brokerage firm goes bankrupt and assets are missing. SIPC protects each client up to $500,000, including up to $250,000 protection for cash awaiting investment.
Morningstar has awarded this fund 5 stars based on its risk-adjusted performance compared to the 1280 funds within its Morningstar Category.
Fidelity National Information Stock Probability Of Bankruptcy. Stocks . USA . Fidelity National's odds of distress is below 50% at this time.
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.
The Nifty Smallcap 100 Index is designed to reflect the behaviour and performance of the small capitalised segment of the financial market. The Nifty Smallcap 100 Index comprises of 100 tradable, exchange listed companies.
Not only have small-cap stocks historically outperformed their larger peers, but they've done so strongly, by an annual average of more than 300 basis points (bps), and consistently, more than 69% of the time (Figure 1).