FSMAX
FIDELITY EXTENDED MARKET INDEX FUND INSTITUTIONAL PREMIUM CLASS
Mentions (24Hr)
0.00% Today
Reddit Posts
ROTH IRA contributions sitting in cash currently
ZOMEDICA DD Recent PT of $6 per share: Dawson James analyst Jason Kolbert initiates coverage on Zomedica (NYSE: ZOM) with a Buy rating and a price target of $6.00.The analyst comments “ Our valuation for ZOMEDICA is based on revenue projections out to 2030.
ZOMEDICA a great long term investment IMHO. We should see profit this upcoming year.
ZOMEDICA IMHO will have some nice long term growth.
ZOMEDICA is in a much better position now than we were back in 2020. IMHO long term I believe we will be fine. Most recent DD
Next ZOMEDICA ER is November 14th 2022. Assisi animal health revenue will be on this ER.
Next ZOM earnings report is November 14th 2022. Assisi animal health revenue will be on this ER.
ZOM is making its pre earnings run 🏃♀️ up ⬆️. Assisi animal health will be included on this ER.
-Next ER is November 14th 2022. Assisi animal health revenue will be on this ER. According to Larry Heaton. It appears ZOM is making its pre earnings run up. I believe it will be a nice swing trade for many.
ZOM earnings on November 14th! Expecting Assisi animal health included.
Mentions
What are your thoughts? (My age 35, married with kid). Long term Investment index account VFIAX 60.8% VBIAX 14.6% VTSAX 12.8% VGSLX 11.6% 401K - FATIX 70.7% FSMAX 14.8% FXAIX 14.5% Thanks!!
I like the Fidelity funds in tax-advantaged accounts, as long as they are held at Fidelity or your provider doesn't charge fees to buy them. I hold FXAIX, FSMAX, FSKAX, and FTIHX in various accounts.
FXAIX is the S&P 500, which is 500 larger US companies. it's already very concentrated in tech, about 25% of the companies in that category. FSMAX is an 'extended market' fund, covering the smaller American companies that aren't listed in the S&P 500. FTIHX is international companies. I'd recommend at least 10% each in the extended market and international funds. 20% is better.
I have the usual US (FSKAX, or FXAIX and FSMAX combo), international (FTIHX), and then the oddball is AVUV. Don't sleep on the small cap value if you have a decent horizon.
The $FSMAX fund thru my works 401k is holding this in the top 10. i wish they'd get rid of UBER tho, trash! them and lyft are garbage since the IPO, i liked it better when TSLA was in the top, but also maybe they dumped it in that fund simply bc it had got invited into the SP500 Fidelity fund.
Ok how about: FXAIX 6500 (50%) FSMAX 2600 (20%) FTIHX 2600 (20%) FXNAX 1300 (10%)
I've used the Zero funds (in varying parts FZROX, FNILX, and FZIPX) basically since they launched. Thus far, it's been fine, e.g. [here is FZROX vs. FSKAX](https://www.portfoliovisualizer.com/backtest-portfolio?s=y&timePeriod=4&startYear=1985&firstMonth=1&endYear=2023&lastMonth=12&calendarAligned=true&includeYTD=false&initialAmount=10000&annualOperation=0&annualAdjustment=0&inflationAdjusted=true&annualPercentage=0.0&frequency=4&rebalanceType=1&absoluteDeviation=5.0&relativeDeviation=25.0&leverageType=0&leverageRatio=0.0&debtAmount=0&debtInterest=0.0&maintenanceMargin=25.0&leveragedBenchmark=false&reinvestDividends=true&showYield=false&showFactors=false&factorModel=3&portfolioNames=false&portfolioName1=Portfolio+1&portfolioName2=Portfolio+2&portfolioName3=Portfolio+3&symbol1=FZROX&allocation1_1=100&symbol2=FSKAX&allocation2_2=100), behaving basically like clones. [FZIPX vs. FSMAX there's a bit more gap](https://www.portfoliovisualizer.com/backtest-portfolio?s=y&timePeriod=4&startYear=1985&firstMonth=1&endYear=2023&lastMonth=12&calendarAligned=true&includeYTD=false&initialAmount=10000&annualOperation=0&annualAdjustment=0&inflationAdjusted=true&annualPercentage=0.0&frequency=4&rebalanceType=1&absoluteDeviation=5.0&relativeDeviation=25.0&leverageType=0&leverageRatio=0.0&debtAmount=0&debtInterest=0.0&maintenanceMargin=25.0&leveragedBenchmark=false&reinvestDividends=true&showYield=false&showFactors=false&factorModel=3&portfolioNames=false&portfolioName1=Portfolio+1&portfolioName2=Portfolio+2&portfolioName3=Portfolio+3&symbol1=FZIPX&allocation1_1=100&symbol2=FSMAX&allocation2_2=100) (zero had worse 2020/21 but less-bad 2022). But, of course, they've only existed for a few years, so this is hardly long-term data. The knock I recall seeing (when I was initially thinking about it) is that they *approximate* the index they're trying to mimic with their own, smaller, proprietary mix. So, for example, [FZROX has 2688 holdings](https://fundresearch.fidelity.com/mutual-funds/summary/31635T708), while [FSKAX has 3956 holdings](https://fundresearch.fidelity.com/mutual-funds/summary/315911693). Do you trust their methods, or would you prefer to pay a handful of basis points for the (still very cheap) normal index alternative?
—-^^Largest shareholders include Vanguard Group Inc, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, BlackRock Inc., VEXMX - Vanguard Extended Market Index Fund Investor Shares, Geode Capital Management, Llc, Natixis, FSMAX - Fidelity Extended Market Index Fund, Morgan Stanley, State Street Corp, and IWC
That’s what I do for my company 401k. 80% into FXAIX and 20% into FSMAX. I think if I’m still here in my mid to late 40s I’ll switch over to a target date fund.
It could be a large vs small cap thing. VTIAX (7900+) has far more holdings than FZILX (2,300+). For comparison to within the US, FXAIX (S&P 500) is at +8.2% vs FSMAX (US extended market only) is only at +4.68% on YTD.
Well I have 60k already invested from previous years, I invested another 45k this year but it’s sitting in my account and hasn’t been allocated to a fund yet. Thinking of going 100% into FSKAX as the FSMAX performed very poorly the past few years, it’s lost 25% of its value.
>I’m really looking for one strong mutual that pairs well with SPY to base my account on. FTIHX. There's a long history of US and ex-US taking turns outperforming each other. FSMAX, to cover the rest of the US market (basically: FSKAX - SPY = FSMAX).
SCHD- Schwab dividend, FXAIX- fidelity S&P 500, FSMAX- Fidelity extended market, FSPGX- Fidelity Large Cap Growth, FMDGX- Fidelity mid cap growth, FECGX- fidelity small cap growth.
Every employer's offering is likely to be different - I went through a couple years ago and checked the ones available through my plan, and basically picked those with the lowest fees but still decent historical returns. If specific funds are helpful, I believe I'm currently invested between FSMAX, FXAIX, and OIEJX, though I expect this will change in the future as I switch jobs, etc. Somewhat unrelated, though it bears mentioning (no pun intended) - the absolute best times to be investing for the long run are during a recession. Index funds/stocks are on sale 😉
For whatever reason when I navigate to the page to make the exchanges, the only options are: Fid Extd Mkt Indx (FSMAX) JPM MdCap Gr A (OSGIX) MFS Blnd Rsrch MdCap Eq R3 (BMSTX) NW MdCap Mkt Indx A (GMXAX) Pionr Sel MdCap Gr A (PGOFX) TRowePr MdCap Val R (RRMVX) Vic Syc Estblshd Val A (VETAX) Vngrd MdCap Indx Inst (VMCIX)
In my IRA I hold 60/40 FZROX/FZILX In my 401k I hold 48/12/40 FXAIX/FSMAX/FSGGX
So I'm trying to decide what to do with a 401k account from an old employer. The expense account is 0.34% which is a lot higher than my current 401k account (a Vanguard one at .08%). It's a T Rowe Price plan serviced by Fidelity but I'm limited to T Rowe Price Retirement funds of different years, Fidelity products (FXAIX and FSMAX and some bond funds) or "Brokeragelink" which seems above my understanding. I'm planning to retire in 2050, would it be worth it to move into FXAIX for the much lower expense ratio given that my TRP retirement fund is already 93% stocks?
Top holders of Evofem Biosciences Inc sourced from 13F and NPORT filings include: Vanguard Group Inc with 6,419,245 shares representing 18.14% ownership of the company. In it's last filing, the firm reported owning 6,860,966 shares. This is a decrease of 441,721 shares or 6.88 percent. Additionally, the investor currently has 0.0001 percent of its portfolio dedicated to EVFM. This is a decrease of 11.71 percent from their report three month prior. VTSMX - Vanguard Total Stock Market Index Fund Investor Shares with 3,910,163 shares representing 11.05% ownership of the company. In it's last filing, the firm reported owning 4,334,863 shares. This is a decrease of 424,700 shares or 10.86 percent. Additionally, the investor currently has 0.0001 percent of its portfolio dedicated to EVFM. This is a decrease of 14.62 percent from their report three month prior. BlackRock Inc. with 3,910,109 shares representing 11.05% ownership of the company. In it's last filing, the firm reported owning 3,921,774 shares. This is a decrease of 11,665 shares or 0.30 percent. Additionally, the investor currently has 0.0000 percent of its portfolio dedicated to EVFM. This is a decrease of 4.54 percent from their report three month prior. Mirador Capital Partners LP with 2,807,681 shares representing 7.94% ownership of the company. In it's last filing, the firm reported owning 80,017 shares. This is an increase of 2,727,664 shares or 97.15 percent. Additionally, the investor currently has 0.1933 percent of its portfolio dedicated to EVFM. This is an increase of 2,959.98 percent from their report three month prior. VEXMX - Vanguard Extended Market Index Fund Investor Shares with 2,316,042 shares representing 6.55% ownership of the company. In it's last filing, the firm reported owning 2,325,054 shares. This is a decrease of 9,012 shares or 0.39 percent. Additionally, the investor currently has 0.0008 percent of its portfolio dedicated to EVFM. This is an increase of 0.18 percent from their report three month prior. Geode Capital Management, Llc with 1,521,357 shares representing 4.30% ownership of the company. In it's last filing, the firm reported owning 1,362,128 shares. This is an increase of 159,229 shares or 10.47 percent. Additionally, the investor currently has 0.0001 percent of its portfolio dedicated to EVFM. This is an increase of 4.86 percent from their report three month prior. First Wilshire Securities Management Inc with 1,100,000 shares representing 3.11% ownership of the company. In it's last filing, the firm reported owning 1,100,000 shares. Additionally, the investor currently has 0.1314 percent of its portfolio dedicated to EVFM. This is an increase of 2.06 percent from their report three month prior. FSMAX - Fidelity Extended Market Index Fund with 888,977 shares representing 2.51% ownership of the company. In it's last filing, the firm reported owning 888,977 shares. Additionally, the investor currently has 0.0011 percent of its portfolio dedicated to EVFM. This is an increase of 18.26 percent from their report three month prior. Susquehanna International Group, Llp with 676,693 shares representing 1.91% ownership of the company. In it's last filing, the firm reported owning 1,146,920 shares. This is a decrease of 470,227 shares or 69.49 percent. Additionally, the investor currently has 0.0000 percent of its portfolio dedicated to EVFM. This is an increase of 18.01 percent from their report three month prior. D. E. Shaw & Co., Inc. with 491,726 shares representing 1.39% ownership of the company. In it's last filing, the firm reported owning 2,259,926 shares. This is a decrease of 1,768,200 shares or 359.59 percent. Additionally, the investor currently has 0.0002 percent of its portfolio dedicated to EVFM. This is a decrease of 77.77 percent from their report three month prior.
Looks like INPIXON may bounce from this ATL institutions been accumulating they have only been growing with indoor mapping getting into crypto metaverse now did a offering around .48 closing of offering should be announced any day nice time to accumulate at .28 Top holders of Inpixon sourced from 13F and NPORT filings include: Armistice Capital, Llc with 7,023,950 shares (5.64% ownership) Vanguard Group Inc with 4,900,164 shares (3.93% ownership) VTSMX - Vanguard Total Stock Market Index Fund Investor Shares with 2,722,801 shares (2.19% ownership) VEXMX - Vanguard Extended Market Index Fund Investor Shares with 1,873,222 shares (1.50% ownership) BlackRock Inc. with 1,225,764 shares (0.98% ownership) Geode Capital Management, Llc with 991,677 shares (0.80% ownership) FSMAX - Fidelity Extended Market Index Fund with 680,814 shares (0.55% ownership) Gsa Capital Partners Llp with 569,580 shares (0.46% ownership) State Street Corp with 326,799 shares (0.26% ownership) IWC - iShares Micro-Cap ETF with 231,873 shares (0.19% ownership)
People who play individual stocks are, IMO, mostly victims of the get-rich-fast syndrome. Either they waited too long to start investing and feel they need to "catch up", or they're simply impatient and want to get to retirement quicker. Or they're simply gamblers and prefer to swing for the fences. I've been solely in a SPY fund (FXAIX) and a similar one (FSMAX) for years and just watch the ride. I won't make as much as some of the ones who pick well/lucky, but I also won't lose like most of them, either.
Didn't realize that, thanks. I have most in FXAIX and some in FSMAX.
> I want to find at least one or two bogle heads in real life and punch the fuckers in their face for being smart. *Has 100% of my portfolio in FXAIX and FSMAX - presenting face for potential punching (if that qualifies as being "Bogle-like")*
FSMAX are the all mid and small cap companies. IOW, all the companies other than the S&P 500. FSMAX = FSKAX - FXIAX
Thank you for this. Hope does FSMAX (Fidelity Extended Market Fund) compare to these?
VTSAX/FXAIX - S&P 500 FSMAX - similar
I just dumped FSMAX and exchanged for FXAIX.
If you don't have FSKAX or FZROX as an option in 401K I would go with FXAIX - Fidelity® 500 Index Fund and FSMAX - Fidelity® Extended Market Index Fund. The combination of FXAIX and FSMAX would get you the entire Stock Market.
FXAIX and FSMAX is what I'm in.
Yep - VTSAX/FXAIX/FSMAX, for the win.
That's what I did. All my stock investments are in FXAIX/FSMAX (S&P ETFs), but that only is 1/3rd of my overall retirement assets. The other 2/3rd is in cashflowing rental properties. Which insulates me from the stock market to a large degree.
Honestly, I just wish I had gotten into it sooner. Up until 2 years ago (I'm 28, so I was roughly 25/26), I was one of those people who thought "Most people lose in the stock market," so I stayed FAR away from it. I didn't realize that beating the S&P 500 wasn't something even the most proficient brokers could do year after year, and I didn't realize how easy it was to invest in overall markets instead of individual stocks. Broadly speaking, I didn't realize how "safe" the US stock market was until I read up on it. (It's obviously not 100% safe, but it's a much safer place for my money than I realized.) For the better part of my life, I believed that if I put any money into the NYSE without the help of someone managing it, I could pretty well kiss it goodbye. Now, I have the vast majority of my brokerage assets in $SPY, $FXAIX, and $FSMAX with some "play money" in individual stocks like $TSLA, $GME (Don't judge me), and $CRSP. Know what would happen to me if all of those stocks went to $0? Nothing. Sure, it sucks to lose a couple thousand, but after a while of investing in "safe" methods, I wanted to have a little bit of risk involved for fun.