Fidelity SAI Emerging Markets Index (FERGX) Research

The fund primarily allocates at least 80% of its assets to securities comprising the MSCI Emerging Markets Index, along with depositary receipts representing those same investments. To replicate the index's performance, the advisor employs statistical sampling, considering factors like market capitalization, industry allocation, dividend yield, price/earnings (P/E) ratio, price/book (P/B) ratio, earnings growth, and country weightings. Additionally, the fund generates supplementary income by lending out its holdings.

Market snapshot

Symbol
FERGX
Price
$22.80
Day change
+3.17%
Market cap
$4.7B
52-week range
15.18-22.86
Sector
Financial Services
Industry
Asset Management

Peer companies

  • American Funds 2065 Target Date Retirement Fund Class F-1 (FAXTX)
  • John Hancock Funds III International Growth Fund Class I (GOGIX)
  • John Hancock Fds III, International Growth Fund Class A (GOIGX)
  • Janus Henderson Triton Fund Class D (JANIX)
  • Jensen Quality Growth Fund Class I (JENIX)
  • Jensen Quality Growth Fund Cl J (JENSX)
  • Janus Henderson Triton Fund Class A (JGMAX)
  • Janus Henderson Triton Fund Class N (JGMNX)

Open Fidelity SAI Emerging Markets Index (FERGX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.