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Fidelity Sai Small-mid Cap 500 Index Fund: (MF: FZFLX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:18 PM ET

$4.96 USD

+0.03 (0.61%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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NA

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 13.39 3
3 months 13.65 4
6 months 16.45 8
1 Year 26.33 13
3 Year 16.06 10
5 Year 9.47 16
10 Year 13.11 12

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Feb 28, 2026

1 Year 11.23
5 Year 8.24
10 Year 10.99
Since Inception 10.48

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -6.11 8.68 6.83 2.03
2024 8.33 -5.12 8.51 0.80
2023 3.94 5.23 -4.54 12.91
2022 -4.53 -16.77 -3.39 8.53
2021 9.53 6.38 -1.36 5.28

Annual Return

20262025202420232022202120202019201820172016
% Total Return 13.3911.2312.4217.89-16.7021.0019.7729.56-9.2218.3114.59
% Total Return Rel to Index 5.24-6.98-12.59-8.351.50-7.671.36-1.92-4.83-3.482.66
% Total Return Rel to Peer 2.053.920.491.812.811.690.774.131.542.71-1.35
% Perf Quintile vs Peer* 1.002.000.002.003.003.003.002.002.002.004.00
% Dividends 0.000.180.110.090.100.220.170.220.170.120.08
% Yield 0.002.551.652.051.081.281.071.591.500.970.75
Capital Gains ($) 0.002.400.370.064.155.490.840.390.630.070.06
Expense Ratio 0.000.050.050.060.050.050.050.080.130.150.15

* 1 = Top 20%, 5 = Bottom 20%