Morningstar

Fidelity ZERO Extended Market Index FZIPX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 13.49  /  0.00
  • Total Assets 1.7 Bil
  • Adj. Expense Ratio
    0.000
  • Expense Ratio 0.000
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.28%
  • Turnover 7%

USD | NAV as of Oct 02, 2024 | 1-Day Return as of Oct 02, 2024, 10:20 PM GMT+0

Morningstar’s Analysis FZIPX

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

  • People Pillar

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

A sound investment process and strong management team underpin Fidelity ZERO Extended Market Index's Morningstar Medalist Rating of Gold.

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 FZIPX

More FZIPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 2.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Lennox International Inc

0.32 5.4 Mil
Industrials

EMCOR Group Inc

0.31 5.3 Mil
Industrials

NRG Energy Inc

0.30 5.1 Mil
Utilities

Manhattan Associates Inc

0.27 4.6 Mil
Technology

Tenet Healthcare Corp

0.27 4.6 Mil
Healthcare

Texas Pacific Land Corp

0.27 4.6 Mil
Energy

United Therapeutics Corp

0.27 4.6 Mil
Healthcare

Carvana Co Class A

0.26 4.5 Mil
Consumer Cyclical

Pure Storage Inc Class A

0.26 4.5 Mil
Technology

Kimco Realty Corp

0.26 4.4 Mil
Real Estate

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