FUMIX – Fidelity SAI US Momentum Index Investment Strategy | Morningstar

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Strategy

The investment seeks to provide investment results that correspond to the total return of U.S. stocks with high price momentum. The fund normally invests at least 80% of assets in securities included in the MSCI USA Custom Momentum Composite Index. The MSCI USA Custom Momentum Composite Index is a customized version of the MSCI USA Momentum Index, which is designed to reflect the performance of an equity momentum strategy by emphasizing stocks with relatively higher price momentum. It lends securities to earn income for the fund.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
FUMIX	Fidelity SAI U.S. Momentum Index Fund	No Load	Open			Feb 9, 2017	$5.72B	0.110%	Low	$0	−$1.21B

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