Still, the strategy’s investment universe remains widespread. The fund offers broad diversification across sectors and companies. For example, while the Russell 1000 Growth Index’s top 10 ...

Fidelity Nasdaq Composite Index Fund earns an Above Average Process Pillar rating. Morningstar's algorithmically assigned Passive Process ratings are first formulated by comparing the historical ...

The US total stock market fund, for example, had a 6% allocation to small and micro-caps as of February 2025. The international total stock market fund had a similar stake in smaller international ...

The fund’s value-growth and market-cap orientation both mirror the category average, too. Market-cap weighting consistently guides the index into the largest and most established names.

This move is meant to bring the fund's name in accordance with the US SEC's "names rule" requirements that suggest a geography and investment style focus. There are no changes to the investment ...

Cheap, broad exposure to large-value stocks. Our research team assigns Gold ratings to strategies that they have the most conviction will outperform a relevant index, or most peers, over a market ...

The fund’s value-growth and market-cap orientation both mirror the US category average, too. Market-cap weighting consistently guides the index into the largest and most established names.

The fund’s value-growth and market-cap orientation both mirror the US category average, too. Market-cap weighting consistently guides the index into the largest and most established names.

Our research team assigns Gold ratings to strategies that they have the most conviction will outperform a relevant index, or most peers, over a market cycle on a risk-adjusted basis. Lead managers ...

A top choice for income-seeking investors. Lead managers Loren Moran and Matthew Hand maintain the fund’s allocations near its 35% equity and 65% fixed-income benchmark. They can adjust the ...

Should that occur, the fund initially trades 50% of the stock's market cap to protect against one-off fluctuations. This has put a lid on turnover, which has averaged just 8% annually since 2014.

And relative to its peers, the fund’s total returns have stuck close to the index’s (as measured by tracking error) during Klapmeyer’s tenure. As of March 2024, the portfolio was nearly ...