Fidelity SAI Small-Mid Cap Momentum Index FundFZFLX

MUTUAL FUNDFidelity
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$4.3B
Expense ratio
0.05%
1-year return
+26.2%
3 years, a year
+17.9%
5 years, a year
+8.9%
12-month yield
14.70%
Holdings
208

What it aims to do.

Fidelity SAI Small-Mid Cap Momentum Index Fund seeks to provide investment results that correspond to the total return of small- to mid-capitalization stocks with high momentum characteristics.

Top 10 holdings.

Holding% of fund
SNDK Sandisk Corp/De3.45%
CIEN Ciena Corp2.13%
FIX Comfort Systems Usa Inc2.02%
LITE Lumentum Holdings Inc1.91%
COHR Coherent Corp1.83%
Flex Ltd1.65%
Fabrinet1.45%
CASY Casey's General Stores Inc1.41%
RKLB Rocket Lab Corp1.39%
MTZ Mastec Inc1.38%

More on FZFLX.

Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.