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Morningstar

Fidelity ZERO Extended Market Index FZIPX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 12.70  /  +0.16 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio —
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 1.43%
  • Turnover 7%

USD | NAV as of May 07, 2024 | 1-Day Return as of May 07, 2024, 10:22 PM GMT+0

Morningstar’s Analysis FZIPX

Will FZIPX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FZIPX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FZIPX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FZIPX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin Fidelity ZERO Extended Market Index's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FZIPX

More FZIPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 4.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Super Micro Computer Inc

0.78 12.8 Mil
Technology

Coinbase Global Inc Ordinary Shares - Class A

0.75 12.4 Mil
Financial Services

Vertiv Holdings Co Class A

0.48 7.9 Mil
Industrials

Builders FirstSource Inc

0.43 7.1 Mil
Industrials

Deckers Outdoor Corp

0.40 6.6 Mil
Consumer Cyclical

Vistra Corp

0.39 6.4 Mil
Utilities

Fidelity Cash Central Fund

0.39 6.4 Mil
Cash and Equivalents

Ares Management Corp Ordinary Shares - Class A

0.37 6.2 Mil
Financial Services

Hubbell Inc

0.37 6.1 Mil
Industrials

MicroStrategy Inc Class A

0.36 5.9 Mil
Technology