Fidelity SAI US Momentum Index holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.
Fidelity SAI U.S. Momentum Index Fund FUMIX
- NAV / 1-Day Return 23.44 / −2.01 %
- Total Assets 7.0B
-
Adj. Expense Ratio
0.110%
- Expense Ratio 0.110%
- Distribution Fee Level Low
- Share Class Type No Load
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.68%
- Turnover 143%
USD | NAV as of Jun 10, 2026 | 1-Day Return as of Jun 10, 2026, 10:33 PM GMT+0
Morningstar’s Analysis FUMIX
Will FUMIX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the FUMIX 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 FUMIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 42.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Alphabet Inc Class A | 9.25 | 752M | Communication Services |
NVIDIA Corp | 9.02 | 733M | Technology |
Micron Technology Inc | 4.17 | 339M | Technology |
Advanced Micro Devices Inc | 4.02 | 327M | Technology |
Johnson & Johnson | 3.27 | 266M | Healthcare |
Apple Inc | 3.07 | 249M | Technology |
Caterpillar Inc | 3.03 | 246M | Industrials |
Cisco Systems Inc | 2.49 | 202M | Technology |
Lam Research Corp | 2.28 | 186M | Technology |
Applied Materials Inc | 2.20 | 179M | Technology |
United States