FUMIX : Fidelity® SAI U.S. Momentum Index Fund

FUMIX is a US Stocks Market Large Growth index fund with LOW fees.

FUMIX

Fidelity® SAI U.S. Momentum Index Fund

FI Score

79 /100

Expense Ratio Rating

10 /10

Expense Rating

9 /10

Market Score

7 /10

Category Score

8 /10

Market Size

7 /10

79% FI Score
  • fumix
  • Mutual Fund
  • US Stocks
  • Large Growth

Fidelity® SAI U.S. Momentum Index Fund

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

This is an OK choice for a Large Growth 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 high price momentum. Normally investing at least 80% of assets in securities included in the MSCI USA Custom Momentum Composite Index. The MSCI USA Custom Momentum Composite Index is a customized version of the MSCI USA Momentum Index, which is designed to reflect the performance of an equity momentum strategy by emphasizing stocks with relatively higher price momentum. Lending securities to earn income for the fund.

Largest Holdings

Amount Holding
5.11% NVIDIA Corp
5.06% Microsoft Corp
4.83% Apple Inc
3.84% Intel Corp
3.77% Adobe Inc
3.38% Tesla Inc
3.21% Bristol-Myers Squibb Company
2.86% Netflix Inc
2.73% AbbVie Inc
2.72% NextEra Energy Inc
2.49% Alphabet Inc Class C
2.39% Alphabet Inc A
1.86% Eli Lilly and Co
1.59% Philip Morris International Inc
1.48% Charter Communications Inc A
1.47% Mastercard Inc A
1.36% ServiceNow Inc
1.29% Regeneron Pharmaceuticals Inc
1.23% Vertex Pharmaceuticals Inc
1.23% General Electric Co
1.18% Advanced Micro Devices Inc
1.13% Cigna Corp
1.09% Allergan PLC
1.02% Biogen Inc
0.94% Autodesk Inc

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