Fidelity small value fund
WebJan 31, 2024 · Small Value Fund Inception 5/21/1998 Share Class Inception 9/27/2011 Exp Ratio (Gross) 0.07% 4/29/2024 Exp Ratio (Net) 0.07% 4/29/2024 NAV $74.00 3/3/2024 Transaction Fee (Online) 1 $75.00 Minimum to Invest 3 $2,500.00 Turnover Rate 16% 12/31/2024 Portfolio Net Assets ($M) $50,818.30 1/31/2024 Share Class Net Assets … WebRussell 2000 Value. The Russell 2000 ® Value Index is an unmanaged market capitalization-weighted index of value-oriented stocks of U.S. domiciled companies that are included in the Russell 2000 Index. Value-oriented stocks tend to have lower price-to-book ratios and lower forecasted growth values. Close tooltip. -12.96%. 21.01%.
Fidelity small value fund
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WebApr 1, 2024 · Since Fidelity Small Cap Value made its debut in November of 2004, FCPVX has garnered more than $1.98 billion in assets. Derek Janssen is the fund's current manager and has held that role since ... WebApr 6, 2024 · The Fund seeks to provide investment results that correspond to the total return of stocks of small-capitalization United States companies. The Fund normally investing at least 80% of assets...
WebMar 30, 2024 · The Fidelity Small Cap Value made its debut in November of 2004 and FCPVX has managed to accumulate roughly $2.74 billion in assets, as of the most … WebThe Fund seeks capital appreciation by investing at least 80% of assets in securities of companies with small market capitalizations. The Fund also invests in securities of …
WebSmall Value Blend Growth Style Key: = Current = Historical Current fund assets covered: 98.62% as of 12/31/2024 Data provided by Morningstar, Inc. Major Market Sectors - % of Total Net Assets As Of 02/28/2024 Benchmark: Russell 2000 Value Quarter-End Average Annual Total Returns As of: Fund Inception: 11/03/2004 WebMar 30, 2024 · Overall, Fidelity Small Cap Value ( FCPVX ) has a neutral Zacks Mutual Fund rank, and in conjunction with its comparatively strong performance, worse downside risk, and lower fees, this...
Webl ®Fidelity Small Cap Value Fund takes a value approach to investing, focusing on companies with above-average quality characteristics, including good capital …
WebA wide range of highly rated 4- and 5-star Morningstar rated funds 2. Large Value. Fidelity ® Blue Chip Value Fund ( FBCVX ) Fidelity ® Large-Cap Value Enhanced Index Fund ( FLVEX ) Fidelity ® Stock Selector Large-Cap Value Fund ( FSLVX ) Fidelity ® Value Discovery Fund ( FVDFX) Small/Mid Value. Fidelity ® Low-Priced Stock Fund ( FLPSX ) bird with nostrils at end of beakWebFidelity ® Small Cap Value Fund has an expense ratio of 1.25 percent. Net Expense Ratio 1.25 Category Average: 1.2%* Management 0.79 Category Average: 0.77%* SEE MORE FCVAX FEES Updated... dance that men often do shirtlessWebApr 8, 2024 · The Fidelity Nasdaq Composite Index ETF-- which tracks one of the three main stock market indexes -- has a 0.21% expense ratio. This slight 0.18% difference seems small until you look long-term. bird with no feetWebFund Details Investment Policy The Fund seeks capital appreciation by investing in securities of companies that possess valuable fixed assets or that it believes are undervalued in the... bird with no feet poemWebFidelity® Small Cap Stock Fund has an expense ratio of 0.89 percent. Net Expense Ratio 0.89 Category Average: 1.06%* Management 0.71 Category Average: 0.69%* SEE MORE FSLCX FEES Updated... dance that is known as courtship danceWebOct 12, 2024 · Vanguard has AUM of about $8.5 trillion, roughly neck-and-neck with BlackRock, and Fidelity Investments manages nearly $3.7 trillion, according to the Sovereign Wealth Fund Institute. Vanguard and Fidelity have a lot in common, but they also have some key differences. In general, Vanguard is focused on long-term, buy-and … dance thanksgivingWebObjective. The fund seeks long-term growth of capital. Normally investing at least 80% of assets in securities of companies with small to medium market capitalizations (which, for purposes of this fund, are those companies with market capitalizations similar to companies in the Russell 2500â„¢ Index). Investing in domestic and foreign issuers. bird with no eyeballs