FUMIX Mutual Fund

FUMIX Mutual Fund (Fidelity SAI US Momentum Index Fund) is managed by Fidelity Investments (US) with $3.81B in net assets. FUMIX expense ratio is 0.10%, holding 190 positions across sectors including Information Technology, Industrials, Communication Services. Inception date: 2017-02-09.

FUMIX performance shows a YTD return of 3.37%. The 1-year return is 2.11% and the 5-year return is 13.28%. FUMIX dividend yield stands at 24.58%, paid semi-annually.

FUMIX top holdings include Alphabet Inc (8.8%), Nvidia Corp (4.4%), Johnson & Johnson - Common (4.2%), Micron Technology, Inc. (4.0%), Apple, Inc (3.6%). Go to all FUMIX holdings, FUMIX sectors, or FUMIX dividends.

FUMIX can be compared against other funds. Use FUMIX overlap to find shared positions, or FUMIX vs another fund for a side-by-side view. FUMIX alternatives are available via the screener, along with tax-loss harvesting opportunities.