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Fidelity Indices
Constructed with Fidelity's stores of proprietary insights and market data, the latest technology and more than 50 years of experience, our indices offer exposure across themes, factors, asset classes, and market caps.
The methodology documents below explain the criteria that govern the index construction, constituent selection, and ongoing maintenance. The pro forma reports reflect the constituents included in the index as of the rebalance effective date.
- For complaints: Contact Fidelity: FidelityProprietaryIndexTeam@fmr.com
- The information on this site is provided by Fidelity Product Services LLC (FPS) solely in its capacity as a licensor of Fidelity Indices (the "Index" or "Indices"). The Indices are the property of FPS, a Fidelity Investments company. Neither the Indices nor any information related to the Indices presented on this site is investment advice nor a recommendation to buy or sell any security, strategy or investment product. FPS is not an investment adviser, broker-dealer, or issuer of securities and it does not have any fiduciary responsibility in respect of the Indices, licensee(s) of the Indices, or any product that may utilize the Indices.
- FPS disclaims all warranties, express or implied, including all warranties of merchantability or fitness for a particular purpose or use. FPS does not guarantee the accuracy, completeness, or performance of any Index or the data included therein and shall have no liability in connection with any Index or Index calculation, errors, omissions or interruptions of any Fidelity Index or any data included therein. The Indices are unmanaged and are not available for direct investment. FPS uses an independent calculation agent to calculate each Index.
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