FISVX
Fidelity Small Cap Value Index Fund
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I am new to investing, I'm 26 and want to be slightly aggressive now while I'm young but I dont want to be stupid. I had asked AI a bunch of financial questions and im not one to rely on AI alone, I wanted to bring its idea here to real people to confirm or deny if this is a good strategy. The strategy is as follows Roth IRA: 50% FSPGX 50% FISVX Individual: 40% FXAIX 30% FISVX 30% FDTX End of every year, 10k in FXAIX I would like to have a set it and forget it mentality to avoid emotional selling with anything TOO risky. But again, im young, so I would love to be slightly aggressive. Anything I should change before I do this strategy? Anything im overlooking? Is this considered slightly, highly, or not at all aggressive?
FISVX is my worst performing index. All good small cap are private.
Thoughts on this chatgpt generated portfolio? looking for a 3 year cash out. $800/wk investment. Thoughts on this portfolio? I am really concerned about using chatgpt and lately it has shown a lot of issues with the information its provided. FXAIX - 40% FISVX - 10% FTIHX - 15% FREL - 5% SMH - 5% IBIT - 5% FDRXX - 20%
I've been holding FISVX and assumed it would perform ballpark the same as AVUV but holy shit it has not
What do y'all think of mine? The goal isn't maximum returns but low drawdowns and a quick recovery from downturns to maintain principal with moderate growth in order to maintain a high PWR in retirement. 10% US Total Stock Market (FZROX) 30% US Small Cap Value (FISVX) 10% REIT (FSRNX) 5% Emerging Markets (FPADX) 25% Long Term Treasury (FNBGX) 20% Gold (SGOL) For the naysayers for gold investing check out [this](https://portfoliocharts.com/2021/12/16/three-secret-ingredients-of-the-most-efficient-portfolios/) article.
With such little overlap between the holdings they may not perform the same. AVUV has been doing something right and has been outperforming other small cap value funds, like SLYV, VBR, DFSVX, FISVX, since its inception in 2019.
How much weight should I give the varying performance of Fidelity vs Vanguard's small cap value index funds (FISVX vs VSIAX)? Want to add some small cap stuff to my portfolio -- it seems to be a good addition that can often match if not beat your standard large cap blend stuff. So was going to add a small cap fund. I really want something that I can just set up recurring investments on and forget about. Currently on Fidelity, which means FISVX is really the only option -- can't autobuy ETFs and fees buying non-Fidelity funds make them a bad option. Despite both being small cap value funds, the two of them apparently track different indexes (Russell 2000 Value for Fidelity, CRSP US Small Cap Value Index for vanguard). Over the last 20 years, the Vanguard fund has definitely out performed -- 10k invested 20 years ago would be 66,910 in the Vanguard fund vs 54,332 in the Fidelity one. So is the Vanguard fund just a better index and I should set up a alternate account on Vanguard just for using VSIAX? Or is it actually somehow just dumb luck the Vanguard index is ahead and might as well stick with Fidelity?
This comment made me do the math, I'm currently in 98.27% various index funds, 1.73% individual stocks. The index funds are broken down as follows: FISVX: 16.5% FLCOX: 18.1% FNILX: 17.7% FZILX: 22.0% FZROX: 4.1% VFIAX: 8.4% VTIAX: 5.6% VSMAX: 2.9% VIMAX: 2.8%
Ive switched around a bit but am gonna remain firm on what i have now. But im just sticking with fidelity mutuals for simplicity. Its FISVX. Has 1400 companies and some change so still pretty diverse in a sense across small cap value at least
I have my fidelity Roth set up as : 60% FSKAX 20% FITHX 20% FISVX Good to have value going forward with tech stock soon to have correction imo
Hellooo, Heading into the year 2022, I wanted to make this a great year and focus more on my finances after spending the past few years overcoming struggles and many hurdles in life. Now that things have settled nicely, I wanted to start investing some money as I and I am tired of earning $1.50 interest on $45k from my savings account. I do have some finance background but nothing too crazy but I do under the basics on investing. With that said, I am looking to invest my money into some Fidelity index funds as I already have an account with them through my 401k account. I don’t really want to invest in Series I bonds or any CDs as the ROI is too low( I do understand these are very safe investments but the return is not very enticing). More risk = greater return, I get this point, hence why I want invest in index funds and not something as volatile as crypto. Quick background about myself: -single, 24 Male living in HCOL area US -Monthly income $4k -monthly expenses $2k -$45k in savings -$0 debt Here’s how I’d like to start - Dump $30k in the following Fidelity brokerage account: - FXAIX: 70% - FTIHX: 15% - FISVX: 15% I’m not particularly looking to see if these funds are good or not(although, feel free to comment anyways), but I am looking to see whether this a good strategy to employ? I’m also not very familiar with the tax implications on this type of transaction(plan to hold long term). Should I also be aware of any other implications besides the mgmt fees Fidelity charges? I’m really just trying to get the ball rolling and start making some strides. So I’d appreciate everyone’s input. Also, forgive my ignorance on anything said above. I’m technically a newbie to this process. :)
Small cap value (FISVX) is a great idea -- there's a great deal of [evidence](https://github.com/investindex/Portfolio) that including it improves your portfolio. Yes, FSKAX includes those stocks (as the other reply said), but the weighting of small cap value stocks in FSKAX is very low. I would avoid holding anything in the money market fund SPAXX in your Roth IRA. You have a time horizon of decades, so it makes sense to seek high risk and high expected return. From your description it's unclear to me what % of your portfolio is in each fund.
I would probably sell the FISVX and buy more FSKAX instead, buying the FISVX just leaves you heavy in small cap since small cap is already included in FSKAX
- 24F. USA. First time investing. - employed full-time. 28k/yr (subject to increase). - Investing in Roth with Fidelity for retirement & seeking a savings account - My risk tolerance is in the middle I suppose. - Student loan debt @ 120k with variable interest rate ~4% I have no experience in investing. I recently opened a Roth with Fidelity. I contributed 1k to it. I’m mainly looking to do little work for now as I have a busy schedule. Though I am more than willing to learn more as I go. Ive read a lot about the 60/20/20 rule so that is what I followed. This is what I currently have as of today: Symbol | Quantity FISVX | 6.932 FSKAX | 3.976 FTIHX | 12.824 SPAXX | 236.01 Am I doing this correctly? Do I have to sell to invest or can I let these sit?