Fidelity® Small Cap Index Fund has an expense ratio of 0.02 percent. Net Expense Ratio 0.02 Category Average: 1.06%* Management 0.025 Category Average: 0.7%* SEE MORE FSSNX FEES Updated 10/31/23 Risk Risk is Average compared to funds in the same category according to Morningstar. ...
Fidelity Small Cap Discovery Fund News Investing News, Analysis, and Tips Aug 17, 2022 2:51 PM EDT Diversification Isn't Dead, and Here are Funds to Consider 'Diversification is clearly the reasonable response' to volatility among financial markets, says Morningstar's Russ Kinnel. PRDSXFSCRX...
According to Fidelity, that means companies with market capitalizations similar to those in the Russell Midcap Index or the S&P MidCap 400 index. It may invest in growth stocks, value stocks or both. Role in Portfolio Morningstar says the fund should play a “supporting” role. Management...
While past performance is no guarantee of future results, the Morningstar Return shows how the fund has done in the past in comparison to similar funds in its peer group. It does not, however, show the effects of risk. Therefore, the Morningstar Return is most helpful when used in conjunc...
Fidelity Freedom®Index 2065 Fund Investor Class 14.11%3.82%8.59%--9.41% PRIMARY BENCHMARK S&P 500 25.02%8.94%14.53%13.10%15.27% SECONDARY BENCHMARK FID FF Idx 2065 Comp Idx 14.40%3.99%8.77%--9.58% MORNINGSTAR CATEGORY AVERAGE Target-Date 2065+ ...
iShares MSCI EAFE Small-Cap ETF 4.83% Lagercrantz Group AB Class B 4.65% Addtech AB Class B 3.88% Azbil Corp 3.15% Fidelity Cash Central Fund 3.11% Morningstar Inc 2.86% Spectris PLC 2.54% Interpump Group SpA 2.49% Schwab Fundamental International SmEqETF ...
The current manager has been running Fidelity Small Cap Stock since 12/22/2011. The fund is rated by Morningstar. This fund does not charge 12b-1 fees. MarketRiders Prefers The Following ETF Vanguard Extended Market Index ETF (VXF) Expense Ratio: 0.10% Expected Lifetime Fees: $3,271.86 ...
Morningstar, Inc. Morningstar's Overall Rating Most Recent Price Most Recent Value Moving Averages MRD MSCI All World ex US MSCI® EAFE® Index (Net MA Tax) MSCI® Emerging Markets (EM) Index MSCI World Multi-contingent Multi-leg Option Multiple Margin Balances Municipal Bond Municipal Bo...
iShares MSCI EAFE Small-Cap ETF 2.22% Interpump Group SpA 2.17% Spectris PLC 2.17% Morningstar Inc 2.17% Aalberts NV 2.17% CTS Eventim AG & Co. KGaA 1.67% Total 24.21% # of Holdings 301 *Holdings as of 2024-11-30 FSTSX Dividends ...
2. Highly rated funds are defined as those funds that have a 4- or 5-Star Morningstar rating. For each fund, Morningstar calculates a Morningstar RatingTMmetric each month by subtracting the return on a 90-day U.S. Treasury Bill from the fund's load-adjusted return for the same period...