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 0.11%, holding 159 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2017-02-09.

FUMIX performance shows a YTD return of 20.80%. The 1-year return is 26.00% and the 5-year return is 14.44%. FUMIX dividend yield stands at 2.25%, paid semi-annually.

FUMIX top holdings include Alphabet Inc,class A (7.2%), Micron Technology, Inc. (5.1%), Johnson & Johnson - Common (4.0%), Nvidia Corp (4.0%), Applied Materials, Inc. (3.9%). 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.