FUMIX Mutual Fund
FUMIX Mutual Fund
Fidelity SAI US Momentum Index Fund
FUMIX Mutual Fund Overview
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, Financials, Industrials. Inception date: 2017-02-09.
FUMIX performance shows a YTD return of 31.99%. The 1-year return is 37.08% and the 5-year return is 16.06%. FUMIX dividend yield stands at 2.09%, 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 (4.0%). View all FUMIX holdings, sector breakdown, or dividend history.
FUMIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FUMIX alternatives are available via the screener, along with tax-loss harvesting opportunities.