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Fidelity SAI Small-Mid Cap 500 Index FZFLX

Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 6.36  /  0.00
  • Total Assets 1.7 Bil
  • Adj. Expense Ratio
    0.050%
  • Expense Ratio 0.050%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment
  • Status Open
  • TTM Yield 1.42%
  • Turnover 76%

USD | NAV as of Mar 18, 2024 | 1-Day Return as of Mar 18, 2024, 10:18 PM GMT+0

Morningstar’s Analysis FZFLX

Will FZFLX outperform in future?

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

A sound investment process and strong management team underpin Fidelity SAI Small-Mid Cap 500 Index's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

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Portfolio Holdings FZFLX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 5.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

PulteGroup Inc

0.67 10.6 Mil
Consumer Cyclical

Builders FirstSource Inc

0.64 10.1 Mil
Industrials

PTC Inc

0.62 9.8 Mil
Technology

Deckers Outdoor Corp

0.59 9.3 Mil
Consumer Cyclical

Cboe Global Markets Inc

0.58 9.1 Mil
Financial Services

Vertiv Holdings Co Class A

0.58 9.1 Mil
Industrials

FactSet Research Systems Inc

0.55 8.6 Mil
Financial Services

Booz Allen Hamilton Holding Corp Class A

0.54 8.5 Mil
Industrials

Hubbell Inc

0.54 8.5 Mil
Industrials

Entegris Inc

0.53 8.3 Mil
Technology