Fidelity Small Cap Index Fund Q4 2024 Review
2025-03-14 00:09:00 ET
Summary
- The fund gained 0.43% for the fourth quarter, ahead of the 0.33% result of the Russell 2000® Index.
- A rise in U.S. benchmark Treasury yields was a headwind for most asset categories in Q4, with U.S. stocks a notable exception.
- Conversely, notable laggards included materials (-5%), which struggled due to concerns about the outlook for global demand.
Performance Summary
| Cumulative | Annualized | |||||
| 3 | 1 | 3 | 5 | 10 Year/ LOF1 | ||
| Month | YTD | Year | Year | Year | ||
| Fidelity Small Cap Index Fund Gross Expense Ratio: 0.025%2 | 0.43% | 11.69% | 11.69% | 1.41% | 7.50% | 7.96% |
| Russell 2000 Index | 0.33% | 11.54% | 11.54% | 1.24% | 7.40% | 7.82% |
| Morningstar Fund Small Blend | -0.08% | 11.15% | 11.15% | 2.58% | 8.63% | 7.95% |
| % Rank in Morningstar Category (1% = Best) | -- | -- | 38% | 70% | 73% | 52% |
| # of Funds in Morningstar Category | -- | -- | 624 | 596 | 571 | 413 |
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Fidelity Small Cap Index Fund Q4 2024 ReviewNASDAQ: RKLB
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