Nasdaq - Delayed Quote USD

Fidelity SAI US Value Index (FSWCX)

12.08
+0.34
+(2.90%)
At close: 6:49:17 PM EDT

Investment Information

Min Initial Investment
0
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Fidelity Retail FundsNetwork
  • Fidelity Retail FundsNetwork-NTF
  • H Beck Inc.

Fund Summary

The fund normally invests at least 80% of assets in securities included in the Fidelity U.S. Value Focus Index?. The adviser uses statistical sampling techniques based on such factors as capitalization, industry exposures, dividend yield, price/earnings (P/E) ratio, price/book (P/B) ratio, and earnings growth to attempt to replicate the returns of the Fidelity U.S. Value Focus Index?.

Fund Overview

Category Large Value
Fund Family Fidelity Investments
Net Assets 5.16B
YTD Return -2.54%
Yield 2.06%
Morningstar Rating
Inception Date Dec 19, 2017

Performance & Risk

YTD Return -0.85%
5y Average Return 15.00%
Rank in Category (ytd) 65
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

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