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Fidelity SAI US Momentum Index (FUMIX)

17.63 -0.35 (-1.95%)
At close: 8:07:09 PM EST
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  • Previous Close 17.98
  • YTD Return 28.63%
  • Expense Ratio 0.05%
  • Category --
  • Last Cap Gain 28.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Net Assets 5.72B
  • Beta (5Y Monthly) 1.17
  • Yield 0.87%
  • 5y Average Return --
  • Holdings Turnover 196.00%
  • Last Dividend 0.15
  • Inception Date Feb 9, 2017

The fund normally invests 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. It lends securities to earn income for the fund.

Fidelity Investments

Fund Family

--

Fund Category

5.72B

Net Assets

2017-02-09

Inception Date

Performance Overview

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Trailing returns as of 10/29/2026.

YTD Return

FUMIX
28.63%
Category
0.00%

1-Year Return

FUMIX
26.39%
Category
0.00%

3-Year Return

FUMIX
32.09%
Category
0.00%

5-Year Return

FUMIX
15.97%
Category
0.00%

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