Fidelity Small Cap Value Index Fund (FISVX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.18: the stock has moved about 18% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 18, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerFidelity Small Cap Value Index Fund (FISVX) trades at $30.51. Fidelity Small Cap Value Index Fund (FISVX) aims to replicate the performance of the Russell 2000® Value Index by investing in U.S. small-cap value stocks. Sector: Financials.
Price as of · Last analyzed: Mar 18, 2026Analyst Coverage for FISVX: FISVX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Fidelity Small Cap Value Index Fund (FISVX) Financial Services Profile
Fidelity Small Cap Value Index Fund (FISVX) offers investors exposure to the U.S. small-cap value segment, tracking the Russell 2000® Value Index. With a focus on undervalued companies, FISVX provides diversification within the small-cap market, appealing to investors seeking long-term capital appreciation through value investing strategies.
What Is the Investment Thesis for FISVX?
With a beta of 1.18, FISVX exhibits slightly higher volatility compared to the overall market, which can potentially lead to higher returns during periods of market expansion. The fund's strategy of tracking the Russell 2000® Value Index provides diversification across a broad range of undervalued small-cap companies. Key growth catalysts include the potential for small-cap value stocks to outperform other market segments during economic recoveries and periods of rising interest rates. The fund's expense ratio is competitive, making it a cost-effective option for investors. However, the fund's performance is subject to the risks associated with small-cap investing, including higher volatility and lower liquidity. The absence of a dividend yield may deter income-seeking investors.
Based on FMP financials and quantitative analysis
FISVX Key Highlights
Market capitalization of $1.89 billion, indicating a substantial asset base for the fund.
- Beta of 1.18, suggesting slightly higher volatility compared to the broader market.
- Investment strategy focused on replicating the Russell 2000® Value Index, providing exposure to small-cap value stocks.
- Minimum of 80% of assets invested in securities included in the Russell 2000® Value Index, ensuring close tracking of the index's performance.
- No dividend yield, which may be less attractive to income-seeking investors.
Who Are FISVX's Competitors?
FISVX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| CSMVX Congress Small Cap Growth Fund | $47.30 | -0.90% | $2.09B | — |
| FECGX Fidelity Small Cap Growth Index Fund | $32.27 | -0.86% | $1.41B | — |
| FIMVX Fidelity Mid Cap Value Index Fund | $31.62 | +0.38% | $1.72B | — |
| FMSTX Federated Hermes MDT Large Cap Value Fund | $40.84 | -0.22% | $1.89B | — |
| NWKCX Nationwide Geneva Small Cap Growth Fund | $79.26 | +0.01% | $923M | — |
| BLK BlackRock, Inc. | $1069.63 | -0.91% | $166B | 52 5-pillar |
| BX Blackstone Inc. | $111.82 | -1.36% | $135B | 69 5-pillar |
| APOS Apollo Global Management, Inc. | $25.50 | -0.39% | $74.6B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are FISVX's Key Strengths?
Low expense ratio.
- Diversified portfolio.
- Close tracking of the Russell 2000® Value Index.
- Strong brand recognition of Fidelity Investments.
What Are FISVX's Weaknesses?
No dividend yield.
- Subject to market risk.
- Potential for tracking error.
- Dependence on the performance of the Russell 2000® Value Index.
What Are the Key Risks for FISVX?
Market risk associated with investing in equities.
- Tracking error, which could cause FISVX's performance to deviate from the Russell 2000® Value Index.
- Competition from other index funds and ETFs.
- Economic downturns, which could negatively impact the performance of small-cap value stocks.
- Changes in investor preferences, which could lead to outflows from FISVX.
What Are FISVX's Competitive Advantages?
- Brand recognition and reputation of Fidelity Investments.
- Low expense ratio compared to actively managed funds.
- Diversified portfolio of small-cap value stocks.
- Close tracking of the Russell 2000® Value Index.
What Does FISVX Do?
Fidelity Small Cap Value Index Fund (FISVX) is designed to mirror the investment results of the Russell 2000® Value Index, a benchmark that represents the performance of small-cap value companies within the U.S. equity market. The fund invests at least 80% of its assets in securities included in the index, ensuring a high degree of correlation with the index's movements. FISVX offers investors a convenient and cost-effective way to gain exposure to a diversified portfolio of small-cap value stocks, without the need for individual stock selection. The fund's investment strategy focuses on identifying companies that are considered undervalued based on various financial metrics, such as book value, earnings, and cash flow. By targeting these undervalued companies, FISVX aims to achieve long-term capital appreciation for its investors. The fund's performance is closely tied to the overall performance of the small-cap value segment of the market, making it a suitable option for investors who believe in the long-term potential of small-cap value stocks. FISVX is managed by experienced investment professionals at Fidelity Investments, a well-established and reputable asset management firm. Fidelity's expertise in managing index funds and its commitment to providing investors with low-cost investment options make FISVX a compelling choice for investors seeking exposure to small-cap value stocks.
What Products and Services Does FISVX Offer?
- Invests in a diversified portfolio of U.S. small-cap value stocks.
- Tracks the performance of the Russell 2000® Value Index.
- Seeks to replicate the investment results of the index.
- Invests at least 80% of its assets in securities included in the index.
- Provides investors with exposure to the small-cap value segment of the market.
- Offers a cost-effective way to access a diversified portfolio of small-cap value stocks.
How Does FISVX Make Money?
- Generates revenue through management fees charged to investors.
- Fees are based on a percentage of the fund's assets under management (AUM).
- AUM grows through investment appreciation and net inflows from investors.
What Industry Does FISVX Operate In?
Fidelity Small Cap Value Index Fund (FISVX) operates within the asset management industry, which is characterized by intense competition and evolving investor preferences. The fund's focus on small-cap value stocks positions it within a specific niche of the market. The asset management industry is influenced by macroeconomic factors, such as interest rates, inflation, and economic growth. The increasing popularity of passive investing and index funds has led to greater price competition among asset managers. FISVX competes with other index funds and ETFs that track the Russell 2000® Value Index or similar benchmarks.
Who Are FISVX's Key Customers?
- Individual investors seeking exposure to small-cap value stocks.
- Institutional investors, such as pension funds and endowments.
- Financial advisors who recommend FISVX to their clients.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 43 snapshots
| 2026-08-23 | 47 |
| 2026-08-31 | 47 |
| 2026-09-08 | 47 |
| 2026-09-16 | 47 |
| 2026-09-24 | 47 |
| 2026-10-04 | 47 |
| 2026-10-06 | 47 |
What changed?
The score has stayed at 47.
Over the same 30 days the stock moved -4.8%.
FISVX Financials
Bull Case vs Bear Case
Bull Case
- Low expense ratio.
- Diversified portfolio.
- Close tracking of the Russell 2000® Value Index.
- Strong brand recognition of Fidelity Investments.
Bear Case
- No dividend yield.
- Subject to market risk.
- Potential for tracking error.
- Dependence on the performance of the Russell 2000® Value Index.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
FISVX Latest News
No recent news available for FISVX.
FISVX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for FISVX.
Price Targets
Wall Street price target analysis for FISVX.
FISVX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for FISVX; grades run from A+ (80-100) to F (below 30).
Common Questions About FISVX (Financials)
What does Fidelity Small Cap Value Index Fund do?
Fidelity Small Cap Value Index Fund (FISVX) is designed to mirror the investment results of the Russell 2000® Value Index, which represents the performance of small-cap value companies in the U.S. equity market.
What are the main risks for FISVX?
The main risks for Fidelity Small Cap Value Index Fund (FISVX) include market risk, tracking error, and competition from other index funds and ETFs. Market risk refers to the potential for the fund's value to decline due to overall market conditions or economic downturns.
How does Fidelity Small Cap Value Index Fund make money in financial services?
Fidelity Small Cap Value Index Fund (FISVX) generates revenue primarily through management fees charged to investors. These fees are calculated as a percentage of the fund's assets under management (AUM). The fund's AUM grows through investment appreciation and net inflows from investors. As the fund's AUM increases, its management fee revenue also increases.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- The information provided is based on publicly available data and sources believed to be reliable.
- The analysis is subject to change based on new information or market conditions.
- This is not investment advice. Investors should conduct their own research and consult with a qualified financial advisor before making any investment decisions.