Mutual Funds - Profile

Fidelity SAI US Low Volatility Index Fund

US > Multi-Cap > Core

Rank

Universe Rank

Summary

The fund seeks to provide investment results that correspond to the total return of low volatility stocks by investing in companies in the United States.

The sub-adviser’s investment process starts from a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investable opportunities.

The research team focuses on companies in the Fidelity U.S. Low Volatility Focus Index that in the aggregate have lower volatility relative to the broader U.S. equity market.

Then the manager constructs a portfolio from a list of companies favored More

Price

  • Last Close
  • $18.01
    -0.03
  • 52 Week HL
  • $19.4 - $15.4
  • Net Assets
  • $7430 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Jun 30, 2021

Top 10 Holdings
Jun 30, 2021

Company Holding
MICROSOFT CORP
APPLE INC
VISA INC
JOHNSON & JOHNSON
UNITEDHEALTH GROUP
Company Holding
PROCTER &
VERIZON COMMUNICATIONS
INTEL CORP
ACCENTURE PLC
NIKE INC
Total 0%

Documents

  • Annual Reports
  • 2020

Performance
- YTD

  • 3 Year
  • 19.45%
  • 5 Year
  • 75.29%
  • Best
  • 22.94%
    2020
  • Worst
  • 1.35%
    2018

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
FSUVX -9%24%19%29%-7%19%10%-1%10%31%14%
S&P 500 -10%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -6.3% 2.8% -17.5% 11.8% -1.1% 5.9% 5.6% - - - -
Q2 - 6.5% 14.7% 4.5% 4.6% 3.1% 5.7% -2.3% - - -
Q3 - 0.4% 7.6% 2.6% 7.6% 3.4% -1.1% -1.3% - - -
Q4 - 6.9% 6.6% 1.6% -7.6% 5.1% 0.1% 6.3% - - -

Returns +
M

J F M A M J J A S O N D
2022 -6.3% - - - - - - - - - - -
2021 -3.1% 0.9% 5.2% 4.6% 0.3% 1.6% 4% 1.8% -5.1% 5.7% -1.8% 2.9%

Annual
Return

Index Comparison

Alpha

NAV