The S&P 500 index mutual funds from Fidelity and Vanguard produced returns of 7.03 and 6.99 percent annually, respectively. Looking at bond index funds, the Vanguard Total Bond Market Index Fund Fidelity ZERO Total Market Index Fund FZROX 0.00% Fidelity U.S. Total Investable Market Index Fidelity Total Market Index Fund FSKAX 0.015% Dow Jones US Total Stock Market Index iShares Core S&P Total U.S. Stock Market ETF ITOT 0.03% S&P Total Market Index Vanguard Total Stock Market Index Fund VTSAX 0.04% CRSP Total Market Index S&P 500 The investment seeks long-term growth of capital. The fund normally invests at least 80% of assets in common stocks of companies with small market capitalizations (which, for purposes of this fund, are those companies with market capitalizations similar to companies in the Russell 2000® Index or the S&P SmallCap 600® Index). For example, the S&P Smallcap 600 ETF's expense ratio — the amount investors pay Vanguard annually to manage the fund — fell from 0.15% of assets to 0.10% in the latest year. Assets in the fund fell from $1.1 billion to $991 million. Discover the 20-best small-cap mutual funds. Find mutual fund ratings and information on small-cap funds at TheStreet.
The S&P 500 energy sector is trading down 17% for the year, hurt by fears that a slowdown in global economic activity will drag oil prices lower. Meanwhile, traders placed bets on further volatility. The Cboe Volatility Index, which tracks expectations for swings in the S&P 500, jumped 2.4% to bring its year-to-date gain to 86%.
iShares S&P Small-Cap 600 Value ETF ($) The Hypothetical Growth of $10,000 chart reflects a hypothetical $10,000 investment and assumes reinvestment of dividends and capital gains. Fund expenses, including management fees and other expenses were deducted. Unlike mutual funds, ETF shares are bought and sold at market price, which may be higher or lower than their NAV, and are not individually redeemed from the fund. *The chart illustrates the NAV performance of a hypothetical $10,000 investment made in the fund on 12/31/1999 or on commencement of operations (whichever is later). The PortfolioPlus S&P ® Small Cap ETF (PPSC) is formerly the Direxion Daily Small Cap Bull 1.25X Shares (LLSC). The fund's name and ticker was changed on February 15, 2018. The PortfolioPlus S&P ® Small Cap ETF seeks daily investment results, before fees and expenses, of 135% of the daily performance of the S&P Small Cap 600 ® Index. Fidelity 500 Index Fund mutual fund holdings by MarketWatch. View fxaix holdings data and information to see the mutual fund assets and interests. S&P 500 maintains major support. The S&P 500 ® Index is a market capitalization-weighted index of 500 common stocks chosen for market size, liquidity, and industry group representation to represent U.S. equity performance. S&P 500 is a registered service mark of The McGraw-Hill Companies, Inc., and has been licensed for use by Fidelity Distributors Corporation and its affiliates. Snapshot for the ISHARES S&P MID CAP 400 GROWTH ETF (IJK), including recent quote, performance, objective, analyst opinions, and commentary. but which the advisor believes will help the fund track the underlying index. Learn More Fidelity does not endorse or adopt their content. Fidelity makes no guarantees that information supplied is
Fidelity Investments is the marketing name for FMR LLC, a giant Boston-based mutual fund company and financial supermarket, and Vanguard's biggest competitor in recent years. Fidelity is sometimes credited with transforming the mutual fund business from a stodgy conservative world of funds managed by committee into the model of active funds managed by stock-picking superstar managers.
The Direxion Daily S&P 500 ® Bull and Bear 3X Shares seeks daily investment results, before fees and expenses, of 300%, or 300% of the inverse (or opposite), of the performance of the S&P 500 ® Index. There is no guarantee the funds will meet their stated investment objectives. The S&P SmallCap 600® seeks to measure the small-cap segment of the U.S. equity market. The index is designed to track companies that meet specific inclusion criteria to ensure that they are liquid and financially viable. Fidelity - Spartan Small-Cap Index Fund - Investor Class Symbol: FSSPX The Spartan Small-Cap Index Fund - Investor Class fund is an exchange traded fund (ETF) within the Fidelity family. There are at least 30 funds that are incredibly highly correlated with FSSPX. The question that often arises for index fund investors is whether to use a total U.S. stock market fund or an S&P 500 index fund. In my current portfolio, I have the Vanguard S&P 500 Index Fund 3 Best Fidelity Mutual Funds to Buy Today These companies usually have market capitalization similar to those on the Russell 2000 Index or the S&P SmallCap 600 Index. The fund primarily