Fidelity total international

Fidelity total international DEFAULT

Fidelity® Total International Index Fund Fund

Trailing Return 1 Month-1.69 Average Gain 5 Years3.03 Risk adjusted Return 3 Years3.50 Treynor Ratio 3 Years7.20 Trailing Return 3 Years6.56 Batting Average 5 Years48.33 Trailing Return 6 Months1.44 Batting Average 5 Years48.33 R-Squared (R²) 1 Year99.81 Trailing Return 4 Years5.59 Trailing Performance 1 Week1.82 Tracking Error 1 Year0.71 Alpha 5 Years-0.16 Trailing Return 2 Months0.51 Information Ratio 5 Years-0.18 Capture Ratio Down 1 Year103.37 Average Loss 1 Year-1.90 Low 1 Year10.77 Batting Average 1 Year41.67 Treynor Ratio 1 Year24.62 Beta 1 Year0.98 Correlation 3 Years99.74 Maximum Loss 3 Years-24.16 Maximum Loss 1 Year-3.54 Correlation 1 Year99.91 Sortino Ratio 1 Year5.19 Information Ratio 3 Years-0.10 Risk adjusted Return Since Inception4.52 Sortino Ratio 3 Years0.67 Correlation 5 Years99.63 Correlation 1 Year99.91 Treynor Ratio 5 Years7.81 Trailing Return 4 Years7.09 Batting Average 3 Years44.44 Trailing Return 1 Year25.68 R-Squared (R²) 1 Year99.81 Trailing Return 3 Years8.28 Capture Ratio Up 1 Year98.27 Alpha 3 Years-0.07 Capture Ratio Up 3 Years99.78 Trailing Return 3 Months-2.13 Trailing Return Since Inception8.93 Sortino Ratio 1 Year5.19 Average Loss 1 Year-1.90 Correlation 3 Years99.74 Sortino Ratio 3 Years0.67 Trailing Return 2 Years10.06 Capture Ratio Down 5 Years99.70 Sortino Ratio 3 Years0.67 Correlation 3 Years99.74 Trailing Return 1 Month-1.71 Average Gain 1 Year3.74 Beta 5 Years0.99 Risk adjusted Return Since Inception4.52 Trailing Return YTD - Year to Date6.34 Capture Ratio Up 1 Year98.27 Trailing Performance 4 Years27.56 Trailing Return 9 Months6.34 Sortino Ratio 5 Years0.83 Trailing Return 6 Months2.34 Average Loss 1 Year-1.90 Information Ratio 3 Years-0.10 Capture Ratio Down 3 Years100.32 Batting Average 1 Year41.67 Alpha 3 Years-0.07 Capture Ratio Down 5 Years99.70 Capture Ratio Up 3 Years99.78 Correlation 5 Years99.63 Batting Average 1 Year41.67 Tracking Error 1 Year0.71 Beta 3 Years0.99 Sortino Ratio 5 Years0.83 Risk adjusted Return 5 Years5.20 High 1 Year15.20 Trailing Return 3 Years8.20 Capture Ratio Down 3 Years100.32 Beta 1 Year0.98 Treynor Ratio 5 Years7.81 Average Gain 5 Years3.03 Risk adjusted Return 5 Years5.20 Alpha 5 Years-0.16 Alpha 1 Year-0.36 Maximum Loss 3 Years-24.16 Information Ratio 5 Years-0.18 Alpha 5 Years-0.16 Trailing Return 3 Months-3.02 Trailing Performance 5 Years58.42 Trailing Return 6 Months3.78 Trailing Return 5 Years8.06 Trailing Return 5 Years8.89 Average Gain 3 Years3.74 Trailing Return 9 Months12.22 Low 1 Year9.96 Risk adjusted Return 5 Years5.20 Trailing Return 2 Years9.76 Correlation 1 Year99.91 Average Loss 3 Years-4.57 Maximum Loss 5 Years-25.23 Batting Average 5 Years48.33 Beta 3 Years0.99 Average Gain 3 Years3.74 Risk adjusted Return Since Inception4.52 Capture Ratio Up 5 Years98.90 Trailing Performance 3 Months-1.95 R-Squared (R²) 5 Years99.26 Risk adjusted Return 3 Years3.50 Risk adjusted Return 3 Years3.50 Trailing Return 2 Years13.48 Information Ratio 1 Year-1.33 Sortino Ratio 5 Years0.83 Beta 3 Years0.99 Average Gain 5 Years3.03 Maximum Loss 5 Years-25.23 Capture Ratio Down 1 Year103.37 Capture Ratio Up 5 Years98.90 R-Squared (R²) 3 Years99.48 Average Gain 3 Years3.74 Trailing Performance 1 Month-3.38 High 1 Year13.12 Beta 5 Years0.99 Beta 1 Year0.98 Trailing Return 2 Months1.11 Batting Average 3 Years44.44 Capture Ratio Down 1 Year103.37 Trailing Return 4 Years6.56 Capture Ratio Down 3 Years100.32 Maximum Loss 1 Year-3.54 R-Squared (R²) 3 Years99.48 Treynor Ratio 5 Years7.81 Batting Average 3 Years44.44 Tracking Error 5 Years1.29 Information Ratio 3 Years-0.10 Alpha 3 Years-0.07 Trailing Return YTD - Year to Date12.22 Performance since Inception59.05 Capture Ratio Down 5 Years99.70 Trailing Return 1 Year24.21 Alpha 1 Year-0.36 Maximum Loss 1 Year-3.54 Correlation 5 Years99.63 Average Gain 1 Year3.74 Performance Current Year7.37 Trailing Performance 3 Years36.33 Average Loss 3 Years-4.57 Alpha 1 Year-0.36 Capture Ratio Up 5 Years98.90 Low 1 Year11.54 Trailing Return 3 Months-0.77 Trailing Return 5 Years8.22 Average Loss 3 Years-4.57 Beta 5 Years0.99 Trailing Performance 6 Months1.04 Tracking Error 3 Years1.31 Treynor Ratio 3 Years7.20 Trailing Return 9 Months12.27 Trailing Performance 2 Years28.92 High 1 Year14.18 Tracking Error 5 Years1.29 Trailing Return 2 Months-1.77 Average Loss 5 Years-3.77 Trailing Return YTD - Year to Date12.27 Treynor Ratio 1 Year24.62 Information Ratio 1 Year-1.33 Average Gain 1 Year3.74 R-Squared (R²) 3 Years99.48 Trailing Return 1 Year26.12 Maximum Loss 3 Years-24.16 Treynor Ratio 1 Year24.62 Trailing Return Since Inception8.51 Capture Ratio Up 1 Year98.27 Capture Ratio Up 3 Years99.78 Trailing Return 1 Month-3.48 R-Squared (R²) 5 Years99.26 Tracking Error 1 Year0.71 Trailing Return Since Inception8.20 Tracking Error 5 Years1.29 Information Ratio 5 Years-0.18 R-Squared (R²) 5 Years99.26 Average Loss 5 Years-3.77 Sortino Ratio 1 Year5.19 Tracking Error 3 Years1.31 Treynor Ratio 3 Years7.20 Tracking Error 3 Years1.31 Maximum Loss 5 Years-25.23 Average Loss 5 Years-3.77 Trailing Performance 1 Year21.41 Information Ratio 1 Year-1.33 R-Squared (R²) 1 Year99.81
Sours: https://markets.businessinsider.com/funds/fidelity-total-international-index-fund-us31635v6386

Fidelity Total International Index Fund

Stocks: Real-time U.S. stock quotes reflect trades reported through Nasdaq only; comprehensive quotes and volume reflect trading in all markets and are delayed at least 15 minutes. International stock quotes are delayed as per exchange requirements. Fundamental company data and analyst estimates provided by FactSet. Copyright 2021© FactSet Research Systems Inc. All rights reserved. Source: FactSet

Indexes: Index quotes may be real-time or delayed as per exchange requirements; refer to time stamps for information on any delays. Source: FactSet

Markets Diary: Data on U.S. Overview page represent trading in all U.S. markets and updates until 8 p.m. See Closing Diaries table for 4 p.m. closing data. Sources: FactSet, Dow Jones

Stock Movers: Gainers, decliners and most actives market activity tables are a combination of NYSE, Nasdaq, NYSE American and NYSE Arca listings. Sources: FactSet, Dow Jones

ETF Movers: Includes ETFs & ETNs with volume of at least 50,000. Sources: FactSet, Dow Jones

Bonds: Bond quotes are updated in real-time. Sources: FactSet, Tullett Prebon

Currencies: Currency quotes are updated in real-time. Sources: FactSet, Tullett Prebon

Commodities & Futures: Futures prices are delayed at least 10 minutes as per exchange requirements. Change value during the period between open outcry settle and the commencement of the next day's trading is calculated as the difference between the last trade and the prior day's settle. Change value during other periods is calculated as the difference between the last trade and the most recent settle. Source: FactSet

Data are provided 'as is' for informational purposes only and are not intended for trading purposes. FactSet (a) does not make any express or implied warranties of any kind regarding the data, including, without limitation, any warranty of merchantability or fitness for a particular purpose or use; and (b) shall not be liable for any errors, incompleteness, interruption or delay, action taken in reliance on any data, or for any damages resulting therefrom. Data may be intentionally delayed pursuant to supplier requirements.

Mutual Funds & ETFs: All of the mutual fund and ETF information contained in this display, with the exception of the current price and price history, was supplied by Lipper, A Refinitiv Company, subject to the following: Copyright 2021© Refinitiv. All rights reserved. Any copying, republication or redistribution of Lipper content, including by caching, framing or similar means, is expressly prohibited without the prior written consent of Lipper. Lipper shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon.

Cryptocurrencies: Cryptocurrency quotes are updated in real-time. Sources: CoinDesk (Bitcoin), Kraken (all other cryptocurrencies)

Calendars and Economy: 'Actual' numbers are added to the table after economic reports are released. Source: Kantar Media

Sours: https://www.barrons.com/quote/mutualfund/us/xnas/ftihx
  1. S3200 nikon
  2. Rx580 xfx
  3. Nasa worksheet
  4. Nashville paper shredding

Fidelity Total International Index Fund: (MF: FTIHX)

This page has not been authorized, sponsored, or otherwise approved or endorsed by the companies represented herein. Each of the company logos represented herein are trademarks of Microsoft Corporation; Dow Jones & Company; Nasdaq, Inc.; Forbes Media, LLC; Investor's Business Daily, Inc.; and Morningstar, Inc.

Copyright 2021 Zacks Investment Research | 10 S Riverside Plaza Suite #1600 | Chicago, IL 60606

At the center of everything we do is a strong commitment to independent research and sharing its profitable discoveries with investors. This dedication to giving investors a trading advantage led to the creation of our proven Zacks Rank stock-rating system. Since 1988 it has more than doubled the S&P 500 with an average gain of +25.35% per year. These returns cover a period from January 1, 1988 through October 4, 2021. Zacks Rank stock-rating system returns are computed monthly based on the beginning of the month and end of the month Zacks Rank stock prices plus any dividends received during that particular month. A simple, equally-weighted average return of all Zacks Rank stocks is calculated to determine the monthly return. The monthly returns are then compounded to arrive at the annual return. Only Zacks Rank stocks included in Zacks hypothetical portfolios at the beginning of each month are included in the return calculations. Zacks Ranks stocks can, and often do, change throughout the month. Certain Zacks Rank stocks for which no month-end price was available, pricing information was not collected, or for certain other reasons have been excluded from these return calculations.

Visit Performance Disclosure for information about the performance numbers displayed above.

Visit www.zacksdata.com to get our data and content for your mobile app or website.

Real time prices by BATS. Delayed quotes by Sungard.

NYSE and AMEX data is at least 20 minutes delayed. NASDAQ data is at least 15 minutes delayed.

Privacy Policy and Terms of Service apply.

Sours: https://www.zacks.com/funds/mutual-fund/quote/FTIHX/performance
Top 5 Vanguard ETFs to Buy and Hold (2021)

Objective

The investment seeks to provide investment results that correspond to the total return of foreign developed and emerging stock markets.

Principal Investment Strategies

The fund normally invests at least 80% of assets in securities included in the MSCI ACWI (All Country World Index) ex USA Investable Market Index and in depository receipts representing securities included in the index. The MSCI ACWI (All Country World Index) ex USA Investable Market Index is a market capitalization-weighted index designed to measure the investable equity market performance for global investors of large, mid, and small-cap stocks in developed and emerging markets, excluding the U.S.

Principal Investment Risks

There is no guarantee that the Fund will achieve its investment objective. You may lose money by investing in the Fund. Please see the Fund’s prospectus or other disclosure documents for information about the Fund’s risks.

Sours: https://www.icmarc.org/prebuilt/static/funds/profile/46604000.html

Total international fidelity

The backbone of a three-fund portfolio consists of a domestic stock fund (usually the S&P 500 or a total stock market index fund), an international stock fund, and a U.S. bond fund.

For Fidelity investors, there are many international stock funds to choose from, which can make it difficult for new investors to decide which one they should buy. In this article, I’ll break down the Fidelity international index fund options, so that you can pick the one that is right for you.

Who This Article Is For

Before we dive into the analysis, I wanted to highlight who this analysis is intended for. This article applies primarily to Fidelity investors or those who have Fidelity index funds as part of their retirement investment options.

Vanguard investors should use Vanguard international index funds, such as Vanguard FTSE All-World ex-US Index Fund (VFWAX, ER = 0.11%) or ETF (VEU, ER = 0.11%). Vanguard Total International Stock Index Fund Admiral Shares (VTIAX, ER = 0.11%) or ETF  (VXUS, ER = 0.11%) is another option.

Schwab investors should use Schwab international index funds, such as Schwab International Index Fund (SWISX), which has an expense ratio of 0.06% and tracks the MSCI EAFE index.

The reason why you shouldn’t buy Fidelity funds from a Vanguard or a Schwab account is because there is a transaction fee to purchase Fidelity funds from Vanguard (typically $8-$20 if you buy online) or Schwab ($76 transaction fee for online purchases).

For investors with other brokers that might also charge transaction fees to buy Fidelity funds, you should purchase a low-cost index ETF, such as Vanguard’s VXUS or VEU or iShares’s IEFA or IXUS, and pay the usual low commission fee that you would pay to buy any other stock.

Fidelity International Index Funds — What You Should Not Buy

Using Fidelity’s mutual fund screener, you can quickly filter for international equity funds offered by Fidelity. There are a whopping 44 of them:

When I’m reviewing a new mutual fund, the first thing I look at is its expense ratio. It’s easy to do this with Fidelity, as you can simply sort by net expense ratio to find the lowest cost mutual funds. These will almost always be the index funds.

Fidelity does offer a number of actively managed mutual funds — I would avoid them because of their high fees and lower diversification compared to the index fund options.

They also have introduced “smart beta” international ETFs such as Fidelity International High Dividend ETF (FIDI) Fidelity International Value Factor ETF (FIVA). I would avoid these as well. Stick with the international index funds that I will discuss below.

Fidelity International Index Fund (FSPSX)

This index fund (FSPSX) tracks the MSCI EAFE (Europe, Asia, Far East) index, which tracks developed markets. It has the lowest expense ratio of all of the Fidelity international index  funds at 0.045%. One downside of the fund is that it does not give you exposure to emerging markets. It also does not give you access to small-cap international stocks. These differences are small and probably won’t make a big difference in the long-run, but if you can get access to these international stock markets with a minimal increase in expense ratio, why not?

Fidelity Global ex U.S. Index Fund (FSGGX)

FSGGX is an older version of Fidelity’s total international index fund. It has an expense ratio of 0.06%, and tracks the MSCI All Country World Ex-US Index. It gives exposure to large-cap developed and emerging markets stocks.

In my opinion, because it has the same expense ratio as the Fidelity Total International Index Fund, with slightly less diversification (no small-cap exposure), I don’t think FSGGX makes sense for most investors unless you have a particular aversion to small cap international stocks.

Fidelity Total International Index Fund (FTIHX)

FTIHX tracks the MSCI ACWI (All Country World Index) ex-USA Investable Market Index. It was only introduced in 2016, and already has $1.9 billion in assets under management. Because it gives you the broadest exposure to international stocks (developed and emerging markets, small-cap and large-cap), all at a very low expense ratio of 0.06%.

Fidelity Emerging Markets Index Fund (FPADX)

For investors who may have the Fidelity International Index Fund (FSPSX) in their 403(b), or just want to slice and dice and get more or less exposure to emerging markets, Fidelity offers a low cost emerging markets index fund (FPADX). It has an expense ratio of just 0.08%.

Fidelity ZERO International Index Fund (FZILX)

In 2018, the buzz in the index fund world came from the introduction of zero expense ratio index funds at Fidelity. For international stock exposure, Fidelity introduced the Fidelity ZERO International Index Fund (FZILX). It has an expense ratio of (you guessed it!), 0.00%. It tracks the Fidelity Global Ex US Index, an index designed to track the performance of international large- and mid-cap stocks. Therefore, it does not give you exposure to international small-cap stocks like FTIHX.

iShares Core MSCI EAFE ETF (IEFA)

iShares Core MSCI EAFE ETF (IEFA) is essentially the ETF version of the Fidelity International Index Fund (FSPSX), but it is managed by iShares. They are commission-free to trade within Fidelity accounts. Like FSPSX, it tracks the MSCI EAFE index. It has an expense ratio of 0.08% and currently has $55.2 billion under management.

iShares Core MSCI Total International Stock (IXUS)

iShares Core MSCI Total International Stock (IXUS) tracks the same index as the Fidelity Total International Index Fund (FTIHX), but in an ETF form. Like IEFA, it is commission-free to trade within Fidelity accounts. It has an expense ratio of 0.10% and currently has $13.3 billion in assets.

Conclusion

Here’s a summary table of your Fidelity international index fund options:

FundTickerExpense RatioDeveloped MarketsEmerging MarketsLarge-CapSmall-Cap
Fidelity International Index FundFSPSX0.045%XX
Fidelity Global ex-US Index FundFSGGX0.06%XXX
Fidelity Total International Index FundFTIHX0.06%XXXX
Fidelity Zero International Index FundFZILX0.00%XXX
Fidelity Emerging Markets Index FundFPADX0.08%XX

As you can see, Fidelity has many international index fund options. I would pick either the Fidelity Zero International Index Fund (FZILX) or Fidelity Total International Index Fund (FTIHX). FZILX has the lowest expense ratio (zero!) and gives exposure to developed international and emerging markets stocks, while FTIHX gives exposure to small-cap and large-cap developed international and emerging markets stocks at a low expense ratio of 0.06%.

My preference at Fidelity is to use mutual funds in retirement accounts and ETFs in taxable accounts, because mutual funds are less tax-efficient than ETFs at Fidelity. My preferred ETFs for Fidelity investors are the iShares ETFs IXUS or IEFA, which have low fees and are commission-free at Fidelity.

What do you think? If you are a Fidelity investor, which international index fund do you use?

Wall Street Physician

Sours: https://www.wallstreetphysician.com/fidelity-international-index-fund-buy/
Fidelity Total International Index Fund - FTIHX

Fidelity® Total International Index FTIHX

Large Blend

Will FTIHX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FTIHX’s performance objective and investment process is for both security selection and portfolio construction.

The People Pillar is our evaluation of the FTIHX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

The Parent Pillar is our rating of FTIHX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The number of funds that receive a Morningstar Analyst Rating is limited by the size of the Morningstar analyst team. To expand the number of funds we cover, we have developed a machine-learning model that uses the decision-making processes of our analysts, their past ratings decisions, and the data used to support those decisions. The machine-learning model is then applied to the “uncovered” fund universe to create the Morningstar Quantitative Rating (denoted on this page by a ), which is analogous to the rating a Morningstar analyst might assign to the fund if an analyst covered the fund. These quantitative rating predictions make up what we call the Morningstar Quantitative Rating™ for funds. Click here for more on how to use these ratings.

Sours: https://www.morningstar.com/funds/xnas/ftihx/quote

Similar news:

Fidelity Total International Index Fund

Watchlist

CategoryIntl Multi-Cap Core
Portfolio StyleInternational
Fund FamilyFidelity
Fund StatusOpen
Fund InceptionJune 7, 2016
Manager

Team Managed

The Fund seeks to provide investment results that correspond to the total return of foreign developed and emerging stock markets. It normally investing at least 80% of assets in securities included in the MSCI ACWI ex USA Investable Market Index and in depository receipts representing securities included in the index.

Front loadN/A
Deferred loadN/A
Max. redemption fee0%
Total expense ratio0.06%
12 b-1N/A
Turnover4%
Alpha-0.45
Beta0.90
Standard deviation5.13
R. squared0.85
Standard (taxable)$0
IRA$0
Fund ReturnCategory1Index (S&P 500)% rank in categoryQuintile rank
YTD9.29%10.31%20.40%71%4
1yr25.43%25.93%30.27%62%4
3yr211.64%10.54%19.72%26%2
5yr29.98%9.27%18.14%31%2
10yr2N/A7.36%16.14%N/AN/A
  • 1International Multi-Cap Core
  • 23, 5 and 10 Year Returns are Annualized

This browser is no longer supported at MarketWatch. For the best MarketWatch.com experience, please update to a modern browser.

ChromeSafariFirefoxEdge

Sours: https://www.marketwatch.com/investing/fund/ftihx


2376 2377 2378 2379 2380