Morningstar

Fidelity SAI US LowVolatility Idx FSUVX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 22.34  /  −0.04 %
  • Total Assets 16.8 Bil
  • Adj. Expense Ratio
    0.110%
  • Expense Ratio 0.110%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.47%
  • Turnover 50%

USD | NAV as of Sep 27, 2024 | 1-Day Return as of Sep 27, 2024, 10:17 PM GMT+0

Morningstar’s Analysis FSUVX

Will FSUVX 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 FSUVX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FSUVX 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 FSUVX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin Fidelity SAI US LowVolatility Idx's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a 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 FSUVX

More FSUVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 34.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

8.03 1.3 Bil
Technology

Apple Inc

3.94 625.7 Mil
Technology

Eli Lilly and Co

3.22 511.0 Mil
Healthcare

UnitedHealth Group Inc

3.20 508.0 Mil
Healthcare

NVIDIA Corp

3.14 498.7 Mil
Technology

The Home Depot Inc

2.74 435.3 Mil
Consumer Cyclical

Johnson & Johnson

2.69 426.5 Mil
Healthcare

Visa Inc Class A

2.66 421.4 Mil
Financial Services

Procter & Gamble Co

2.55 405.0 Mil
Consumer Defensive

Oracle Corp

2.18 345.5 Mil
Technology

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