Mutual Funds - Profile

Fidelity SAI US Momentum Index Fund

US > Large-Cap > Growth

Rank

Universe Rank

Summary

The fund seeks to replicate total return performance of the benchmark index by investing in mega-and large-size companies in the United States.

The sub-advisor’s investment process starts with a list of companies in the underlying benchmark index and the research team uses quantitative techniques and fundamental analysis to identify investment opportunities.

The team narrows the investable universe to a list of companies demonstrating higher price momentum.

The fund has the flexibility to lend securities to earn income.

Price

  • Last Close
  • $16.94
    -0.1
  • 52 Week HL
  • $17.04 - $12.38
  • Net Assets
  • $2908.86 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Jun 30, 2021

Top 10 Holdings
Jun 30, 2021

Company Holding
Tesla Inc
PayPal Holdings
Walt Disney
NVIDIA Corporation
Alphabet Inc
Company Holding
Apple Inc
Alphabet Inc
Applied Materials
Microsoft Corporation
Deere & Company
Total 0%

Manager

  • Name
  • Deane Gyllenhaal
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor
  • Geode Capital Management, LLC

Documents

  • Annual Reports
  • 2020

Performance
18.5 % YTD

  • 3 Year
  • 35.33%
  • 5 Year
  • 0%
  • Best
  • 21.55%
    2019
  • Worst
  • -1.41%
    2018

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
FUMIX 20%37%35%-3%28%5%4%11%31%13%1%
S&P 500 20%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 0.7% -15% 11.6% 2.7% - - - - - - -
Q2 11.8% 23.3% 4.5% 6.9% 4.7% - - - - - -
Q3 5.3% 3.4% -0.3% 8.4% 6.8% - - - - - -
Q4 - 9.2% 3.4% -15.7% 7.5% - - - - - -

Returns +
M

J F M A M J J A S O N D
2021 1.4% 0.1% -0.7% 6.1% - 5.3% 1.4% 3.5% 0.3% - - -
2020 3.3% -7.6% -10.9% 11.8% 4.4% 5.7% 6.5% 9.6% -11.4% -3.7% 10.6% 2.5%

Annual Return

Index Comparison

Alpha

NAV