Fidelity SAI U.S. Minimum Volatility Index Fund (FSUVX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
21.84
+0.16 (0.74%)
Dec 24, 2024, 4:00 PM EST
17.80%
Fund Assets 15.08B
Expense Ratio 0.11%
Min. Investment $0.00
Turnover 50.00%
Dividend (ttm) 0.48
Dividend Yield 2.23%
Dividend Growth 49.07%
Payout Frequency Annual
Ex-Dividend Date Dec 13, 2024
Previous Close 21.68
YTD Return 16.98%
1-Year Return 17.80%
5-Year Return 60.25%
52-Week Low 18.59
52-Week High 23.07
Beta (5Y) n/a
Holdings 177
Inception Date May 29, 2015

About FSUVX

The fund normally invests at least 80% of assets in U.S. equity securities included in the Fidelity U.S. Low Volatility Focus Index?, which represents the performance of a broad range of U.S. equities that in the aggregate have lower volatility relative to the broader U.S. equity market.

Fund Family Fidelity
Category Large-Cap Core
Performance Rating Average
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol FSUVX
Index Index is not available on Lipper Database

Performance

FSUVX had a total return of 17.80% in the past year. Since the fund's inception, the average annual return has been 11.36%, including dividends.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol Provider Name Expense Ratio
VTTHX Vanguard Vanguard Target Retirement 2035 Fund 0.08%
VFIFX Vanguard Vanguard Target Retirement 2050 Fund 0.08%
VGENX Vanguard Vanguard Energy Fund Investor Shares 0.44%

Top 10 Holdings

35.57% of assets
Name Symbol Weight
Microsoft Corporation MSFT 7.65%
Apple Inc. AAPL 4.25%
NVIDIA Corporation NVDA 3.92%
Eli Lilly and Company LLY 3.18%
Visa Inc. V 2.96%
UnitedHealth Group Incorporated UNH 2.88%
The Home Depot, Inc. HD 2.85%
The Procter & Gamble Company PG 2.66%
Johnson & Johnson JNJ 2.64%
Oracle Corporation ORCL 2.56%
View More Holdings

Dividend History

Ex-Dividend Amount Pay Date
Dec 13, 2024 $0.483 Dec 16, 2024
Dec 8, 2023 $0.324 Dec 11, 2023
Dec 9, 2022 $0.682 Dec 12, 2022
Dec 3, 2021 $0.681 Dec 6, 2021
Dec 4, 2020 $0.216 Dec 7, 2020
Dec 6, 2019 $0.578 Dec 9, 2019
Full Dividend History