The data displayed is what was available on the date selected. FIAM products and services may be presented by FDC LLC, a non-exclusive financial intermediary affiliated with FIAM and compensated for such services. This resulted in a preliminary list of 46 small-cap index funds. Over the longer term, small-cap index funds have delivered superior returns to their large-cap brethren. This website uses cookies to improve your experience while you navigate through the website. are for illustrative purposes only. Year Average, As of Fidelity - Paul Merriman Global Small/Mid-Cap Equity. ; Investopedia requires writers to use primary sources to support their work. {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Sub-Sector Diversification'} : true)[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}} Will financial advice help me save more for retirement? Your email address will not be published. VOO vs. VTI Vanguard S&P 500 or Total Stock Market ETF? Real-time last sale data for U.S. stock quotes reflect trades reported through Nasdaq only. riskPeriod.beta | naCheckPrecision:2}}, {{ Visit a quote page and your recently viewed tickers will be displayed here. FISVX - Fidelity Small Cap Value Index Fund | Fidelity Investments Have your client read it carefully. Before investing have your client consider the funds', variable investment products', or exchange traded products' investment objectives, risks, charges, and expenses. 2.80b. Transamerica Large Cap Value Fund (TWQAX). I have no formal financial education. I have first-hand experience with every product or service I recommend, and I recommend them because I genuinely believe they are useful, not because of the commission I get if you decide to purchase through my links. The Forbes Advisor editorial team is independent and objective. Its expense ratio is 0.06%. {{fundDetails.morningstar.percentOfAssetsCovered | naCheckPercent:2}} as of {{fundDetails.morningstar.styleBoxDotLocationDate}}, {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Sectors as Percent of Equity'} : true)[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}}, {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Environmental'} : true)[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}}, {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Industry Diversification'} : true)[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}}, {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Sub-Sector Diversification'} : true)[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}}, {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Real Estate Sub Sector'} : true)[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}}, {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Sub-Industry Diversification'} : true)[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}}, {{(compositionService.getHoldingsData(fundDetails.holdings.fundHoldings[0].holdings, 'Bond Credit Quality', ['0M'])[0].holdingSubTypeLaggeds | filter:lagPeriod='0M')[0].laggedDate}}, {{(compositionService.getHoldingsData(fundDetails.holdings.fundHoldings[0].holdings, 'Total Credit Quality', ['0M'])[0].holdingSubTypeLaggeds | filter:lagPeriod='0M')[0].laggedDate}}, {{(holdingSubType.holdingSubTypeLaggeds | filter:lagPeriod='0M')[0].holdingsPercent | naCheckPercent:2}}, {{fundDetails.morningstar.ratingsAsOfDate}}, Morningstar Category: {{ fundDetails.morningstar.morningstarCategory | naCheck }}, {{quarterEndReturns.overview.portfolioInceptionDate | naCheck}}, {{monthEndReturnsData.overview.portfolioInceptionDate | naCheck}}, {{(fundDetails.hypothetical | limitTo:-1)[0].date}}, 3 The Small-Cap Value Index Fund is closed to new investors; however, Vanguard manages an exchange traded fund (ETF) version of the investment called Vanguard Small-Cap Value ETF (VBR). But opting out of some of these cookies may affect your browsing experience. Is Fidelity Mid Cap Enhance Index Fund (FMEIX) a Strong Mutual . We do not offer financial advice, advisory or brokerage services, nor do we recommend or advise individuals or to buy or sell particular stocks or securities. Benchmark: When you visit the site, Dotdash Meredith and its partners may store or retrieve information on your browser, mostly in the form of cookies. About - My Toolbox - Privacy - Terms - Contact. riskPeriod.independentRiskPeriod.annualizedStandardDeviation | Maintaining independence and editorial freedom is essential to our mission of empowering investor success. Morningstar Category: The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FISVXs performance objective and investment process is for both security selection and portfolio construction. Download Data. This category only includes cookies that ensures basic functionalities and security features of the website. Why Invest in Fidelity Index Funds? - Fidelity - Fidelity Investments Fidelity Small Cap Value Index Fund No Transaction Fee 1 Monthly Fact Sheet (PDF) Prospectus More Morningstar Snapshot* AS OF 1/31/2023; Morningstar Category: Small Value *Data provided by Morningstar Overall Rating Rating Information Returns Low AVG High Expenses LowAVGHigh Risk of this Category LOWERHIGHER More Performance 2 VOO vs. VOOV vs. VOOG Vanguard S&P 500, Value, or Growth? This fund gives small-cap growth investors broad, low-cost exposure to a corner of the market that may outperform once growth stocks are back in favor. Targeted Value Portfolio invests at least 80% of assets in small- and mid-cap companies that Dimensional believes are value stocks with higher profitability. Historical and current end-of-day data provided by FACTSET. Targeted Value Portfolio - Prospectus, FidelitySmall Cap Enhanced Index Fund - Composition, Vanguard Small-Cap Value Index Fund (VSIAX), Dimensional Tax-Managed U.S. 5 U.S. Small-Cap Value Index Funds - Investopedia Fidelity is one of the oldest and largest brokerage firms out there, closely rivaling and in some cases even beating Vanguard and Schwab on things like fees, fractional shares, margin rates, etc. Given this possibility, weve included several small cap strategy funds. Index funds tend to charge low expense ratios, so we only included funds that charge less than 0.40%. In some instances, the as of date will be older than the date selected. Mutual fund investors looking to tap the small cap market might appreciate this zero minimum and zero management fee fund. Do you own any of these Fidelity index funds? He has served as an editor or expert contributor for more than a dozen books, including Webvisor, Wealth Exposed, 5 Steps for Selecting the Best Financial Advisor, and The Retirement Bible. The fund's benchmark is the Russel 2000 Value Index. Editorial Note: We earn a commission from partner links on Forbes Advisor. Copyright 2023 MarketWatch, Inc. All rights reserved. Lipper Category: {{ (fundDetails.lipper[0].fundLipperData | filter:{lipperDataTypeCd:'MFTOLOBPG'})[0].lipperName | naCheck }}. naCheckPercent:2}}, {{(holdingsSubType.holdingSubTypeLaggeds | filter:{lagPeriod:'12M'})[0].holdingsPercent| The Parent Pillar is our rating of FISVXs parent organizations priorities and whether theyre in line with investors interests. Information, {{managerInformation.firstName}} {{(compositionService.getHoldingsData(fundDetails.holdings.fundHoldings[0].holdings, 'Bond Credit Quality', ['0M'])[0].holdingSubTypeLaggeds | filter:lagPeriod='0M')[0].laggedDate}} Targeted Value Portfolio - Prospectus. exceptions) that the fund would pay; the respective contract naCheckPercent:2}}, {{holdingSubTypes.indexValue | naCheckPercent: 2}}, {{fundDetails.priceStatistics.displayMonthlyLowNav | checkDollar}}-{{fundDetails.priceStatistics.displayMonthlyHighNav | checkDollar }}, On {{fundDetails.priceStatistics.fundPriceStatsDate}}, {{fundDetails.priceStatistics.displayDailyNavAm | checkDollar }}, {{fundDetails.priceStatistics.displayThirteenWeekMovingAverageNav | checkDollar}}, {{fundDetails.priceStatistics.displayThirtyNineWeekMovingAverageNav | checkDollar }}, {{ yearEndNavs.displayDailyNavAm | checkDollar}}, {{(fundDetails.overview.featureInformation | filter:{featureCode:'64'})[0].featureValue | addPercent}}, {{fundDetails.overview.expenseCap| naCheckPercent: 2}}, {{(fundDetails.overview.featureInformation | filter:{featureCode:'RFPRD'})[0].featureValue}} Days, Distribution and/or Service (12b-1) Mutual fund - Wikipedia Our list of best small cap index funds offers a choice for value, growth, blend and strategy investors all for below-category fees. naCheck:'Not Available'}}. It is not a recommendation to buy, sell, or otherwise transact in any of the products mentioned. Disclaimer: While I love diving into investing-related data and playing around with backtests, I am in no way a certified expert. The Russell 2500 Index is a market-cap-weighted equity index that includes 2,500 mid-cap and large-cap stocks all under a market cap of $10 billion. Total Market Index Fund - Fidelity Investments Dimensional U.S. VBR | ETF Snapshot - Fidelity What it will take to get a contrarian buy signal for gold, Bombay Sapphire ups the lemony flavor in this elegant, refreshing addition to its gin lineup, An orphan at 65: setting new priorities after the loss of your parents, U.S. prepares new rules on investment in China. A small-cap stock has a total share value of $300 million to $2 billion, although the precise figures used vary among brokerages. Past performance is not indicative of future results. FSMVX - Fidelity Mid Cap Value Fund | Fidelity Investments Verify your identity, personalize the content you receive, or create and administer your account. $21.85-$0.01 / -0.06%. This site is protected by reCAPTCHA and the Google Alternatively, you could get FSMAX, which is an "extended market" fund, which means it will have medium cap as well (everything except the S&P500). {{((fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Money Manager Allocation'})[0].holdingSubTypes[0].holdingSubTypeLaggeds | filter:{lagPeriod:'0M'})[0].laggedDate }}, As Of The zero expense ratio makes this fund among the most affordable paths to capturing returns from the small-cap sector of the U.S. stock market. We also reference original research from other reputable publishers where appropriate. You might be using an unsupported or outdated browser. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters. To help support our reporting work, and to continue our ability to provide this content for free to our readers, we receive compensation from the companies that advertise on the Forbes Advisor site. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive. The fund's expense ratio is relatively low at 0.07%, which is the same as the ETF version (also 0.07%). Registered investment products (including mutual funds and ETFs) and collective investment trusts managed by Fidelity Management Trust Company (FMTC) are offered by Fidelity Distributors Company LLC (FDC LLC), a registered broker-dealer. Internet Explorer users: we recommend using version 9 or newer when submitting date ranges greater than one year. It has an expense ratio of 0.44%. 2 We also offer zero minimum investment Fidelity Mutual Funds, no minimums to open an account, 3 no account fees for retail brokerage accounts, and 24/7 live customer service now that's value. RPAR Risk Parity ETF Review An All Weather Portfolio ETF? FSMDX - Fidelity Mid Cap Index Fund | Fidelity Investments By using or logging on to this website, you consent to the use of cookies as described in Fidelity's Privacy Policy. Dimensional achieves this by offsetting capital gains with losses and delaying capital gains until they are taxed at lower, long-term rates. We sell different types of products and services to both investment professionals and individual investors. Over the longer. There is a contractual cap on the expenses borne by the Required fields are marked *. Its expense ratio is 0.64%. "FidelitySmall Cap Enhanced Index Fund. Fidelity Small Cap Value Index Fund (FISVX) | Fidelity Institutional Fidelity Funds FISVX Fidelity Small Cap Value Index Fund Asset Class: Index Morningstar Category: Small Value NAV As of 01/27/2023 $23.17 Change +$0.10 YTD +8.07% 52-Week Range As of 12/31/2022 Low $20.03 High $26.45 Average Annual Returns As of 12/31/2022 The next two largest sectors are technology and consumer discretionary with 18.6% and 14.9% respectively. naCheck:'Not Available'}}. Fidelity Mid Cap Value Fund (FSMVX) Victory Integrity Mid-Cap Value Fund Class A (MAIMX) MFS Mid Cap Value Fund Class A (MVCAX) American Century Mid Cap Value Fund Investor Class (ACMVX) Lord Abbett Mid Cap Stock Fund Class A (LAVLX) Show more Compare View Fund Picks From Fidelity Fund Manager (s) Geode Capital Management If you are in a brokerage or IRA account at fidelity, then you can get the zero fee extended market fund FZIPX. ", Fidelity. FIDELITY SMALL CAP INDEX FUND | Markets Insider Markets Stocks Indices Commodities Cryptocurrencies Currencies ETFs News Fidelity Small Cap Index Fund Fund , FSSNX 23.42. Fidelity Small Cap Value Index Fund These include white papers, government data, original reporting, and interviews with industry experts. Check out my flat-fee-only fiduciary friends over at Advisor.com. /316389832 . Many investors, myself included, like to overweight small cap value stocks relative to their market cap weight for greater expected returns. Fidelity NASDAQ Composite Index Fund No Transaction Fee 1 Monthly Fact Sheet (PDF) Prospectus More Morningstar Snapshot* AS OF 1/31/2023; Morningstar Category: Large Growth *Data provided by Morningstar Overall Rating Rating Information Returns Low AVG High Expenses LowAVGHigh Risk of this Category LOWERHIGHER More Performance 2 FXAIX is Fidelitys offering for the famous S&P 500 Index, roughly the 500 largest profitable publicly traded companies in the United States. Fidelity Global Small Cap Fund. 015% Expense Ratio Dividend Reinvestment Broad Diversification While Vanguard is my favorite. VXUS vs. IXUS Vanguard or iShares International ETF? Read more here. Total fund size. Fidelity Large Cap Value Index Fund No Transaction Fee 1 Monthly Fact Sheet (PDF) Prospectus More Morningstar Snapshot* AS OF 1/31/2023; Morningstar Category: Large Value *Data provided by Morningstar Overall Rating Rating Information Returns Low AVG High Expenses LowAVGHigh Risk of this Category LOWERHIGHER More Performance 2 Due to the funds approach, youll find 22.4% in financials, 21.8% in industrials and 14.0% in the consumer discretionary sector. FCPVX - Fidelity Small Cap Value Fund | Fidelity Investments Cookies collect information about your preferences and your devices and are used to make the site work as you expect it to, to understand how you interact with the site, and to show advertisements that are targeted to your interests. The number of funds in Morningstar's {{ fundDetails.morningstar.morningstarCategory }} The fund takes a factor-based approach in building its portfolioits an active management strategy, although RAIWX maintains a comparable weighting to the MSCI ACWI ex USA Small Cap Index, and also overlays sustainable growth with reasonable valuation screens. No. It is mandatory to procure user consent prior to running these cookies on your website. Information, Important Performance and Policy Commissions do not affect our editors' opinions or evaluations. Benchmark: Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. filter:{holdingSubTypeCode:'HLDCT'})[0].holdingValue}} holdings fees, {{ minimumsIntInv.featureValue | naCheckDollar:2}}, {{ minimumsAddInv.featureValue | naCheckDollar:2}}, {{ minimumsAutoAccBui.featureValue | naCheckDollar:2}}, {{ minimumsRegBal.featureValue | naCheckDollar:2}}, {{ minimumsDirDep.featureValue | naCheckDollar:2}}, {{price.date | replaceByGivenString:'-':'' | yyyyMMddFilter}}, {{price.displayNavChg | checkDollar | checkPlusMinus}}, {{price.milRate | naCheckPrecisionNoExp:9}}, {{nineStrikePrice.displayNav | checkDollar | naCheck}}, {{noonStrikePrice.displayNav | checkDollar | naCheck}}, {{threeStrikePrice.displayNav | checkDollar | naCheck}}, {{price.displayNav | checkDollar | naCheck}}, {{price.capitalInformation.dailyLiquidityPercentage | naCheckPercent}}, {{price.capitalInformation.weeklyLiquidityPercentage |naCheckPercent}}, {{price.dailyMarketValue | naCheckDollar:4}}, {{price.exDate | stringToDate | date:'MM/dd/yyyy' }}, {{price.payDate | stringToDate | date:'MM/dd/yyyy'}}, {{price.displayReinvestNav | checkDollar}}, {{price.shortTermGain | naCheckPrecision:5}}, {{price.longTermGain | naCheckPrecision:5}}. Fidelitys index fund for this market segment is FISVX, which seeks to track the Russell 2000 Value Index. It is currently ranked 1, placing it in top 6%. Targeted Value Portfolio (DTMVX), Dimensional U.S. Should You Invest in the Fidelity MSCI Industrials Index ETF (FIDU)? How To Find The Cheapest Travel Insurance, Best Investment Portfolio Management Apps, Manning & Napier Rainier International Discovery Fund (RAIWX), Schwab Fundamental U.S. Small Company Index Fund (SFSNX), Vanguard Tax-Managed Small Cap Admiral Fund (VTMSX), Fidelity ZERO Extended Market Index Fund (FZIPX), Vanguard Russell 2000 Value Index Fund (VSIAX), Vanguard Small Cap Growth Index Fund (VSGAX), Buy The Dip: Best Cheap Stocks To Buy Now. Performance fee. The TLIC Separate Account invested in the Investor Class Shares of the underlying mutual fund prior to 05-14-10 but currently invests in the Transamerica Partners Stock Index - Collective Trust Fund. The 5 Best Fidelity Index Funds for Low-Cost Investing in 2023 ", Dimensional Fund Advisors. . A wide range of highly rated 4- and 5-star Morningstar rated funds 2. Targeted Value Portfolio, Russell 2000 Index Definition and Key Metrics, S&P 600: Standard & Poor's Small Business Benchmark Index, Mutual Funds: Different Types and How They Are Priced. Small cap index funds? : r/Fidelity - reddit His personal finance column appears on the sites of more than 100 regional and community banks. FISVX | Fidelity Small Cap Value Index Fund Overview | MarketWatch The fund's benchmark is the Russel 2000 Value Index. That said, theres no lack of conflicting data and opinions on this thesis, depending upon your time frame. naCheckPrecision:2}}, as of {{fundDetails.wamData.durationDate}}, as of {{fundDetails.overview.annualizedTurnoverRateDate}}, {{ historicalReturn.annualReturn | naCheckPercent:2 }}, {{ historicalReturn.distData.totalCapitalGainsAmount | naCheckDollar:6 }}, {{ historicalReturn.distData.totalDividendsAmount | naCheckDollar:6 }}, {{ historicalReturn.distData.ytdMilRate | naCheckDollar:9 }}, {{cumTotReturns.overview.portfolioInceptionDate | naCheck}}, {{ price.cumYtd.toString() | naCheckPercentPlusMinus:2 }}, {{cumTotalReturnAtNav.oneMonthReturn | naCheckPercentPlusMinus:2}}, {{cumTotalReturnAtNav.threeMonthReturn | naCheckPercentPlusMinus:2}}, {{ cumTotalReturnAtNav.sixMonthReturn | naCheckPercentPlusMinus:2}}, {{cumTotalReturnAtNav.oneYearReturn | naCheckPercentPlusMinus:2}}, {{cumTotalReturnAtNav.threeYearReturn | naCheckPercentPlusMinus:2}}, {{cumTotalReturnAtNav.fiveYearReturn | naCheckPercentPlusMinus:2}}, {{cumTotalReturnAtNav.tenYearReturn | naCheckPercentPlusMinus:2}}, {{cumTotalReturnAtNav.lifeReturn | naCheckPercentPlusMinus:2}}, {{loadAfterTaxQuarterAtNav.oneMonthReturn | naCheckPercentPlusMinus:2}}, {{loadAfterTaxQuarterAtNav.threeMonthReturn | naCheckPercentPlusMinus:2}}, {{loadAfterTaxQuarterAtNav.sixMonthReturn | naCheckPercentPlusMinus:2}}, {{loadAfterTaxQuarterAtNav.oneYearReturn | naCheckPercentPlusMinus:2}}, {{loadAfterTaxQuarterAtNav.threeYearReturn | naCheckPercentPlusMinus:2}}, {{loadAfterTaxQuarterAtNav.fiveYearReturn | naCheckPercentPlusMinus:2}}, {{loadAfterTaxQuarterAtNav.tenYearReturn | naCheckPercentPlusMinus:2}}, {{loadAfterTaxQuarterAtNav.lifeReturn | naCheckPercentPlusMinus:2}}, {{(fundDetails.lipper[0].fundLipperData | filter:{lipperDataTypeCd:'MFTOLOBPG'})[0].lipperDate}}, Lipper Category: {{ (fundDetails.lipper[0].fundLipperData | filter:{lipperDataTypeCd:'MFTOLOBPG'})[0].lipperName | naCheck }}, {{ fundDetails.characteristics.asOfDate }}, {{ characteristic.fundCharacteristicValue | naDollarPercent : characteristic.characteristicDisplaySymbolCode }}, {{ characteristic.fundIndexValueDifference | naDollarPercent : characteristic.characteristicDisplaySymbolCode }}, {{ characteristic.fundSecuritiesCoverage.securitiesCovered }}, {{ characteristic.fundSecuritiesCoverage.totalSecurities }}, {{ characteristic.indexCharacteristicValue | naDollarPercent : characteristic.characteristicDisplaySymbolCode }}, Last 3 months: {{fundDetails.attribution[0].attribution3MonthsData.startDt }} - {{fundDetails.attribution[0].attribution3MonthsData.endDt }}, Last year: {{fundDetails.attribution[0].attribution12MonthsData.startDt }} - {{fundDetails.attribution[0].attribution12MonthsData.endDt }}, Last 3 years: {{fundDetails.attribution[0].attribution36MonthsData.startDt }} - {{fundDetails.attribution[0].attribution36MonthsData.endDt }}, Last 5 years: {{fundDetails.attribution[0].attribution60MonthsData.startDt }} - {{fundDetails.attribution[0].attribution60MonthsData.endDt }}, as of {{holdingSubTypeLaggeds.laggedDate}}, as of {{holdingSubTypeLaggeds.laggedDate }}, {{((holdingsRoot.holdingSubTypes)[0].holdingSubTypeLaggeds | filter:{lagPeriod:'0M'} )[0].laggedDate}}, {{((fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Money Manager Allocation'})[0].holdingSubTypes[0].holdingSubTypeLaggeds | filter:{lagPeriod:'0M'})[0].laggedDate }}, {{(compositionService.getAssetAllocationData(fundDetails.holdings.fundHoldings[0].holdings)[0].holdingSubTypes[0].holdingSubTypeLaggeds | filter:lagPeriod='0M')[0].laggedDate}}, {{holdingSubType.holdingValue | naCheckPercent:2 }}, {{(compositionService.getHoldingsData(fundDetails.holdings.fundHoldings[0].holdings, 'Fund of Fund Holding within a Fund', ['0M'])[0].holdingSubTypeLaggeds | filter:lagPeriod='0M')[0].laggedDate}}, {{ (holdingSubType.holdingSubTypeLaggeds | filter:lagPeriod='0M')[0].holdingsPercent | naCheckPercent:2 }}, {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Country Diversification'})[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}}, {{ holdingSubTypes.holdingValIndexValDiff | naCheckPercent: 2}}, {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Regional Diversification'})[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}}, {{holdingSubTypes.holdingValue | naCheckPercent: 2}}, {{ holdingSubTypes.indexValue | naCheckPercent: 2}}, {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Currency Diversification'})[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}}, {{fundDetails.priceStatistics.fundPriceStatsDate}}, {{dividendHistory.distributionAmount| naCheckDollar:5}}, {{dividendHistory.displayReinvestNav|checkDollar}}, {{(fundDetails.distributions[0].historicalDistributions | filter:{distributionType :'SCG',recordDate:capitalGains.recordDate})[0].distributionAmount|naCheckDollar:5}}, {{(fundDetails.distributions[0].historicalDistributions | filter:{distributionType :'LCG',recordDate:capitalGains.recordDate})[0].distributionAmount|naCheckDollar:5}}, {{capitalGains.distributionAmount|naCheckDollarMinDecimal:5}}, {{capitalGains.displayReinvestNav | checkDollar}}, | CUSIP: {{fundHistoricalPrices.cusipNo}}, | Symbol: {{fundHistoricalPrices.tradingSymbol}}, | Short-Term Trading Fee: {{featureValue.featureValue | naCheckPercent100:2}}, | Max Sales Charge: {{featureValue.featureValue | naCheckPercent100:2}}, | Period: {{featureValue.featureValue}} Days, 2022 Plan Sponsor Attitudes Survey: Highlight 5, Managing Uncertainty and Improving Diversification in Fidelity's Target Date Strategies, Plan Sponsor Attitudes Survey Highlight 5 Infographic, Fitting cryptocurrency into your estate plan, Why Bond Investors May Benefit from Actively Managed Mutual Funds and ETFs, Bitcoin and Digital Assets - Understanding the Digital Ecosystem, Stable Value for Capital Preservation and Diversification, The Intersection of Cryptocurrency and Wealth Management: What Advisors Need to Know Now, Exploring the Decade of Generational Wealth, Federal Reserve remains hawkish on interest rates amid fears of a looming recession, First Quarter 2023 Investment Research Update Conversation Starter, First Quarter 2023 Investment Research Update, Debt Ceiling: Issuance Impacted, Political Lines Drawn, First Quarter 2023 Quarterly Market Update Executive Summary, View the Advisor's Guide to Digital Assets, {{fund.legalName | subStringByLastSymbol:'-'}}
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