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 137 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 13.69%. FUMIX dividend yield stands at 2.28%, paid semi-annually.

FUMIX top holdings include Nvidia Corp. (10.0%), Alphabet Inc Common Stock USD 0.001 (8.5%), Broadcom Inc (5.1%), Jpmorgan Chase (4.0%), Johnson & Johnson - Common (4.0%). 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.