Fidelity SAI U.S. Momentum Index Fund
FUMIX
NASDAQ
| Weiss Ratings | FUMIX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | FUMIX-NASDAQ | Click to Compare |
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| Provider | Fidelity Investments | |||
| Manager/Tenure (Years) | Louis Bottari (9), Peter Matthew (9), Robert Regan (9), 2 others | |||
| Website | http://www.institutional.fidelity.com | |||
| Fund Information | FUMIX-NASDAQ | Click to Compare |
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| 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 |
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| Dividend Yield | 0.68% | |||
| Dividend | FUMIX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.84% | |||
| Asset Allocation | FUMIX-NASDAQ | Click to Compare |
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| Cash | 0.01% | |||
| Stock | 99.99% | |||
| U.S. Stock | 99.53% | |||
| Non-U.S. Stock | 0.46% | |||
| 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 |
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| 7-Day Total Return | 0.28% | |||
| 30-Day Total Return | 5.93% | |||
| 60-Day Total Return | 17.78% | |||
| 90-Day Total Return | 38.56% | |||
| Year to Date Total Return | 31.21% | |||
| 1-Year Total Return | 37.44% | |||
| 2-Year Total Return | 63.42% | |||
| 3-Year Total Return | 136.02% | |||
| 5-Year Total Return | 117.55% | |||
| Price | FUMIX-NASDAQ | Click to Compare |
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| 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 |
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| Nav | -- | |||
| 1-Month Low NAV | $22.97 | |||
| 1-Month High NAV | $25.24 | |||
| 52-Week Low NAV | $17.66 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $25.24 | |||
| 52-Week High Price (Date) | Jun 22, 2026 | |||
| Beta / Standard Deviation | FUMIX-NASDAQ | Click to Compare |
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| Beta | 1.18 | |||
| Standard Deviation | 17.22 | |||
| Balance Sheet | FUMIX-NASDAQ | Click to Compare |
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| Total Assets | 7.05B | |||
| Operating Ratios | FUMIX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.11% | |||
| Turnover Ratio | 143.00% | |||
| Performance | FUMIX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 18.17% | |||
| Last Bear Market Total Return | -16.81% | |||