1 Life of Fund (LOF) if performance is less than 10 years. Fund inception date: 11/03/2004. 2 This expense ratio is from the most recent prospectus and generally is based on amounts incurred during ...
The fund finished the third quarter slightly ahead of the 12.39% advance of the Russell 2000® Index. U.S. small-cap stocks achieved a strong gain in the third quarter, according to the Russell index, ...
Although small value stock strategies have lagged the overall market in recent years, the long-term outperformance of such stocks has been empirically demonstrated since at least the 1990s. However, ...
This article details some of the top Fidelity index funds to consider buying right now.
Risk-loving investors, who give precedence to capital appreciation along with dividend payouts, may consider small-cap blend mutual funds to derive healthy returns. These funds focus on realizing an ...
Small-blend portfolios favor US firms at the smaller end of the market-capitalization range. Some aim to own an array of value and growth stocks while others employ a discipline that leads to holdings ...