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% (1Y)
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.
Top 10 Holdings
35.57% of assetsName | 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% |
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 |