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Enhanced Index Funds

Unlike traditional index funds, Fidelity’s enhanced index funds seek to outperform their respective benchmarks through a quantitative approach that balances both risk and return.

Enhanced index funds from Fidelity

  • Large Cap Core (FLCEX)
  • Large Cap Growth (FLGEX)
  • Large Cap Value (FLVEX)
  • Mid Cap (FMEIX)
  • Small Cap (FCPEX)
  • International (FIENX)

Reasons to consider enhanced index funds

  • Potential to outperform a benchmark without taking on significantly greater risk
  • Dedicated team of quantitative equity management professionals
  • Systematic investment approach that uses a diversified set of macroeconomic and fundamental factors such as historical valuation, risk, growth, and profitability

How Fidelity enhanced index funds work

In building a Fidelity enhanced index portfolio, managers rely on a multilayered, systematic investment approach that accounts for both technical indicators and fundamental insights, allowing them to quickly respond to changing market and economic conditions.

This methodology analyzes and ranks companies on many levels, ranging from the impact of shifts in the broad economy and industry-specific issues to information from related markets. The result is a portfolio built around a diversified set of criteria, which allows the portfolio management team to target high-value, profitable companies with attractive growth prospects.

Questions?

Before investing, consider the funds' investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus or, if available, a summary prospectus containing this information. Read it carefully.
Indexes are unmanaged. It is not possible to invest directly in an index.
Although the funds seek to beat their benchmark, this is not guaranteed and the funds may deliver returns that are lower than the benchmark.
Stock markets, especially foreign markets, are volatile and can decline significantly in response to adverse issuer, political, regulatory, market, or economic developments.
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