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Returns of the Fidelity Small-Mid Multifactor IndexSM 5% ER prior to inception represent hypothetical pre-inception index performance (PIP), and returns for time frames after this date reflect actual index performance. PIP is based on criteria applied retroactively with the benefit of hindsight and knowledge of factors that may have positively affected performance. Actual performance of the index may vary significantly from PIP data. It is not possible to invest directly in an index. All market indices are unmanaged. Not intended to represent the performance of any fixed index product.
Fidelity Small-Mid Multifactor IndexSM 5% ER
Why Fidelity Small-Mid Multifactor IndexSM 5% ER?
Expertise
Leveraging a long history of quantitative research and factor expertise, the index provides exposure to factors that have been known to outperform the market over time.
Multi-factor Approach
Provides exposure to smaller size stocks with a focus on value, quality, momentum and lower volatility, with an objective to minimize unintended risk.
Consistency
Combining multiple factors with volatility control may help achieve performance consistency in various market conditions.
Featured Resources
Backed by Fidelity's extensive global resources
50+ years
of quantitative and factor investment experience1
900+
investment professionals across equity, fixed income, and asset allocation1
4.4T
assets under management1
400+
Fidelity boasts one of the largest research teams in the industry, with more than 400+ global equity, fixed income, and asset allocation research professionals1
- 1. Fidelity Investments as of 9/30/23. Data is unaudited. Research professionals include both analysts and associates.
- Fidelity Corporate Finance, discretionary assets as of 9/30/23.
- Information provided in, and presentation of, this document are for informational and educational purposes only and are not a recommendation to take any particular action, or any action at all, nor an offer or solicitation to buy or sell any securities or services presented. It is not investment advice. Fidelity does not provide legal or tax advice. Before making any investment decisions, you should consult with your own professional advisers and take into account all of the particular facts and circumstances of your individual situation. Fidelity and its representatives may have a conflict of interest in the products or services mentioned in these materials because they have a financial interest in them, and receive compensation, directly or indirectly, in connection with the management, distribution, and/or servicing of these products or services, including Fidelity funds, certain third-party funds and products, and certain investment services. The term financial professional is not intended to imply engagement in an advisory business in which compensation is not related to sales. Financial professionals that are insurance licensed will be paid a commission on the sale of an insurance product. Diversification does not ensure a profit or guarantee against a loss and you cannot invest directly in an index.
- To the extent any investment information in this material is deemed to be a recommendation, it is not meant to be impartial investment advice or advice in a fiduciary capacity and is not intended to be used as a primary basis for you or your client's investment decisions. Fidelity and its representatives may have a conflict of interest in the products or services mentioned in this material because they have a financial interest in them, and receive compensation, directly or indirectly, in connection with the management, distribution, and/or servicing of these products or services, including Fidelity funds, certain third-party funds and products, and certain investment services.
- FPS created the document 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 in this document 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.
- The Fidelity Small-Mid Multifactor IndexSM 5% ER has been licensed for use by third-party licensees either directly or on behalf of their subsidiaries. Fidelity, nor any of its affiliates, or any of their respective third-party licensors (including the Index calculation agent, as applicable) endorses, sells, or promotes any product sold by third-party licensees. Fidelity has no obligation or liability in connection with the administration or marketing of any third-party licensee product. Fidelity makes no representation or warranty, express or implied, to the owners of any third-party licensee product or any member of the public regarding the advisability of investing in any third-party licensee product or the ability of the Index to track general market performance. Fidelity does not guarantee the adequacy, accuracy, timeliness, and/or completeness of the Index or any data or communication related thereto nor does it have any liability for any errors, omissions, or interruptions of the Index.
- 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.
- Past performance is not a guarantee of future results. Fidelity Small-Mid Multifactor IndexSM 5% ER is not meant to represent any Fidelity mutual fund. There is no guarantee that a factor-based investing strategy will enhance performance or reduce risk.
- The securities of smaller, less well-known companies can be more volatile than those of larger companies.
- You should be sure to understand how a factor investing strategy may differ from a more traditional index-based or actively managed approach. Depending on market conditions, factor-based investments may underperform compared with investments that seek to track a market capitalization-weighted index or investments that employ full active management. There can be no assurance that an active trade market will be maintained, and trading may be halted due to market conditions. Stock markets, especially foreign markets, are volatile and can decline significantly in response to adverse issuer, political, regulatory, market, or economic developments. Foreign securities are subject to interest rate, currency exchange rate, economic, and political risks. The securities of smaller, less well-known companies can be more volatile than those of larger companies. In general the bond market, especially foreign markets, are volatile, and can decline significantly in response to adverse issuer, political, regulatory, market, or economic developments. Fixed income securities carry interest rate risk (As interest rates rise, bond prices usually fall, and vice versa. This effect is usually more pronounced for longer-term securities). Fixed income securities also carry inflation risk, liquidity risk, call risk, and credit and default risks for both issuers and counterparties.
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