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Morningstar

Fidelity Flex Small Cap Index FLXSX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 14.39  /  +1.77 %
  • Total Assets 362.2 Mil
  • 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 1.42%
  • Turnover 16%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:14 PM GMT+0

Morningstar’s Analysis FLXSX

Will FLXSX 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 FLXSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FLXSX 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 FLXSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Fidelity Flex 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.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a 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 FLXSX

More FLXSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 4.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Super Micro Computer Inc

1.00 3.2 Mil
Technology

E-mini Russell 2000 Index Future Mar 24

0.64 2.1 Mil
—

Fidelity Cash Central Fund

0.61 1.9 Mil
Cash and Equivalents

e.l.f. Beauty Inc

0.35 1.1 Mil
Consumer Defensive

Onto Innovation Inc

0.32 1.0 Mil
Technology

Fabrinet

0.32 1.0 Mil
Technology

Simpson Manufacturing Co Inc

0.32 1.0 Mil
Basic Materials

Comfort Systems USA Inc

0.31 999,057
Industrials

Rambus Inc

0.30 969,425
Technology

Light & Wonder Inc Ordinary Shares

0.30 950,895
Consumer Cyclical