Fidelity® Small Cap Index Fund has an expense ratio of 0.02 percent.
Fidelity® Growth Company Fund has an expense ratio of 0.86 percent.
Cost of Investment: Small-cap equity funds incur a cost known as the fund's expense ratio. While selecting a small-cap fund, consider your net profit after such expenses. According to SEBI guidelines, the expense ratio for these funds is limited to 2.50%.
FNILX Performance and Fees
Fidelity ZERO Large Cap Index has an expense ratio of 0.00%, which is 100% lower than its category average, making the fund expense ratio grade a A.
Is FNILX a Buy, Sell or Hold? Fidelity ZERO Large Cap Index Fund has a consensus rating of Moderate Buy which is based on 416 buy ratings, 92 hold ratings and 3 sell ratings. What is Fidelity ZERO Large Cap Index Fund's price target? The average price target for Fidelity ZERO Large Cap Index Fund is $24.18.
A fund with a high expense ratio could cost you 10 times – maybe more – what you might otherwise pay. Typically, any expense ratio higher than 1 percent is high and should be avoided. Over an investing career, a low expense ratio could easily save you tens of thousands of dollars, if not more.
Small Cap Mutual Funds: Up to 2. Given how high the risk is with these mutual funds, it is best to limit yourself to a limited number of small cap mutual funds. Also, avoid putting in a great percentage of your total mutual fund investment in small cap mutual funds. Debt Funds: Ideally 1, but 2 is also good.
It can depend on the type of fund. Equity mutual fund expense ratios average 0.42%, according to 2023 data from the Investment Company Institute. Hybrid funds average 0.58% and bond funds average 0.37%. 4 A mutual fund expense ratio that is at or below the average is ideal.
Fidelity Sector ETF Funds
Sector ETFs invest in stocks of companies in particular segments of the economy, allowing investors to target their exposure. You'll find lower expense ratios than all comparable Vanguard ETFs, starting at . 080%.
Fidelity® Small Cap Growth K6 Fund has an expense ratio of 0.60 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.
Principal SmallCap S&P 600 Index Fund has an expense ratio of 0.42 percent.
The main disadvantage of a small-cap fund is its higher risk profile, making it susceptible to market volatility and economic downturns.
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.
Considering 8% returns, an investment of Rs 50,000 can fetch you Rs 2,33,051 in 20 years. Not suitable for long-term wealth creation or investors with a high-risk appetite.
Most passively managed ETFs have lower expense ratios than actively managed mutual funds, but not all ETFs are friendly when it comes to fees. While the lowest-cost ETFs tend to have expense ratios less than 0.10%, the highest cost ETFs have expense ratios exceeding 10%.
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.
The Expense Ratio (Net) includes interest expense of certain underlying Fidelity® funds. Excluding interest expense of the applicable underlying Fidelity funds, Total annual operating expenses are 0.71%.
SPY is more expensive with a Total Expense Ratio (TER) of 0.0945%, versus 0.03% for VOO. SPY is up 28.31% year-to-date (YTD) with +$7.13B in YTD flows. VOO performs better with 28.36% YTD performance, and +$103.99B in YTD flows.
A good expense ratio, from the investor's viewpoint, is around 0.5% to 0.75% for an actively managed portfolio. An expense ratio greater than 1.5% is considered high.