FSWCX : Fidelity® SAI U.S. Value Index Fund

FSWCX is a US Stocks Market Large Value index fund with LOW fees.

FSWCX

Fidelity® SAI U.S. Value Index Fund

FI Score

84 /100

Expense Ratio Rating

10 /10

Expense Rating

9 /10

Market Score

8 /10

Category Score

8 /10

Market Size

8 /10

84% FI Score
  • fswcx
  • Mutual Fund
  • US Stocks
  • Large Value

Fidelity® SAI U.S. Value Index Fund

Expenses: 0.15% (Better than 1% of similar funds)

This is an OK choice for a Large Value US Stocks fund. See why »

Fund Summary

The investment seeks to provide investment results that correspond to the total return of U.S. stocks with attractive valuations. The fund normally invests at least 80% of assets in securities included in the Fidelity ® U.S. Value Focus Index. The adviser uses statistical sampling techniques based on such factors as capitalization, industry exposures, dividend yield, price/earnings (P/E) ratio, price/book (P/B) ratio, and earnings growth to attempt to replicate the returns of the Fidelity ® U.S. Value Focus Index.

Largest Holdings

Amount Holding
3.96% Chevron Corp
3.81% Intel Corp
3.79% Exxon Mobil Corp
3.55% Verizon Communications Inc
3.50% AT&T Inc
3.50% Comcast Corp Class A
3.07% AbbVie Inc
2.86% Bank of America Corp
2.82% Wells Fargo & Co
2.81% International Business Machines Corp
2.68% Gilead Sciences Inc
2.68% Citigroup Inc
2.02% CVS Health Corp
2.00% Microsoft Corp
1.85% Cigna Corp
1.80% Anthem Inc
1.55% Allergan PLC
1.52% Apple Inc
1.48% Goldman Sachs Group Inc
1.35% Biogen Inc
1.34% Micron Technology Inc
1.26% Truist Financial Corp
1.17% ConocoPhillips
1.16% Morgan Stanley
0.91% Exelon Corp

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