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Morningstar

Fidelity ZERO Extended Market Index FZIPX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 12.70  /  +0.95 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio —
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 1.38%
  • Turnover 7%

USD | NAV as of May 31, 2024 | 1-Day Return as of May 31, 2024, 10:14 PM GMT+0

Morningstar’s Analysis FZIPX

Will FZIPX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FZIPX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FZIPX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FZIPX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin Fidelity ZERO Extended Market Index's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FZIPX

More FZIPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 2.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

EMCOR Group Inc

0.31 4.7 Mil
Industrials

EQT Corp

0.30 4.6 Mil
Energy

NRG Energy Inc

0.30 4.6 Mil
Utilities

Pure Storage Inc Class A

0.27 4.2 Mil
Technology

Owens-Corning Inc

0.27 4.2 Mil
Industrials

Lennox International Inc

0.27 4.2 Mil
Industrials

Nutanix Inc Class A

0.27 4.1 Mil
Technology

Snap-on Inc

0.26 4.0 Mil
Industrials

Watsco Inc Class A

0.26 3.9 Mil
Industrials

Nordson Corp

0.25 3.9 Mil
Industrials