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

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
21.21
-0.16 (-0.75%)
Jul 18, 2024, 9:30 AM EDT
17.64%
Fund Assets 15.09B
Expense Ratio 0.11%
Min. Investment $0.00
Turnover 50.00%
Dividend (ttm) n/a
Dividend Yield n/a
Dividend Growth n/a
Payout Frequency n/a
Ex-Dividend Date n/a
Previous Close 21.37
YTD Return 13.34%
1-Year Return 19.70%
5-Year Return 64.41%
52-Week Low 17.07
52-Week High 21.16
Beta (5Y) n/a
Holdings 185
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 Blend
Performance Rating Below 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 19.70% in the past year. Since the fund's inception, the average annual return has been 8.73%, 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

34.30% of assets
Name Symbol Weight
Microsoft Corporation MSFT 8.34%
Apple Inc AAPL 3.57%
Eli Lilly and Company LLY 3.44%
NVIDIA Corporation NVDA 3.08%
UnitedHealth Group Incorporated UNH 2.88%
Visa Inc. V 2.85%
The Procter & Gamble Company PG 2.74%
Johnson & Johnson JNJ 2.62%
The Home Depot, Inc. HD 2.61%
Linde plc LIN 2.17%
View More Holdings