Fidelity SAI U.S. Momentum Index Fund
FUMIX
NASDAQ
| Weiss Ratings | FUMIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | FUMIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Fidelity Investments | |||
| Manager/Tenure (Years) | Louis Bottari (8), Peter Matthew (8), Robert Regan (8), 2 others | |||
| Website | http://www.institutional.fidelity.com | |||
| Fund Information | FUMIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Fidelity SAI U.S. Momentum Index Fund | |||
| Category | Large Growth | |||
| Sub-Category | US Equity Large Cap Growth | |||
| Prospectus Objective | Growth and Income | |||
| Inception Date | Feb 09, 2017 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | FUMIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.70% | |||
| Dividend | FUMIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.01% | |||
| Asset Allocation | FUMIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 0.88% | |||
| Stock | 99.12% | |||
| U.S. Stock | 98.32% | |||
| Non-U.S. Stock | 0.80% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | FUMIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -3.03% | |||
| 30-Day Total Return | 1.37% | |||
| 60-Day Total Return | -2.09% | |||
| 90-Day Total Return | -2.63% | |||
| Year to Date Total Return | 15.37% | |||
| 1-Year Total Return | 16.40% | |||
| 2-Year Total Return | 53.67% | |||
| 3-Year Total Return | 78.45% | |||
| 5-Year Total Return | 81.74% | |||
| Price | FUMIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | FUMIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | -- | |||
| 1-Month Low NAV | $18.62 | |||
| 1-Month High NAV | $19.79 | |||
| 52-Week Low NAV | $14.65 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $19.99 | |||
| 52-Week High Price (Date) | Oct 27, 2025 | |||
| Beta / Standard Deviation | FUMIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.98 | |||
| Standard Deviation | 14.89 | |||
| Balance Sheet | FUMIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 5.85B | |||
| Operating Ratios | FUMIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.11% | |||
| Turnover Ratio | 143.00% | |||
| Performance | FUMIX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 21.61% | |||
| Last Bear Market Total Return | -16.81% | |||