FZFLX Mutual Fund

FZFLX Mutual Fund (Fidelity SAI Small-Mid Cap 500 Index Fund) is managed by Fidelity Investments (US) with $4.23B in net assets. FZFLX expense ratio is 0.05%, holding 305 positions across sectors including Industrials, Information Technology, Health Care. Inception date: 2015-08-12.

FZFLX performance shows a YTD return of 1.44%. The 1-year return is 6.13% and the 5-year return is 4.83%. FZFLX dividend yield stands at 15.00%, paid semi-annually.

FZFLX top holdings include Roku Inc. (1.4%), Nvent Electric Plc Ordinary Shares (1.3%), Permian Resource (1.3%), Synnex Corp (1.3%), Mks Instruments Inc (1.2%). Go to all FZFLX holdings, FZFLX sectors, or FZFLX dividends.

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