Fidelity SAI U.S. Momentum Index Fund

Fidelity Salem Street Trust · 1 share class

U.S. equity index fund
One fund, 1 share class:FUMIX
$8.13B NAV
159 positions · as of 2026-04-30 · filed 2026-06-26

Fund classification

Classified from what the fund holds · as of 2026 Q2

Fidelity SAI U.S. Momentum Index Fund is a U.S. equity index fund that tracks the MSCI USA Custom Momentum Composite Index. 25% of FUMIX’s stock holdings are in companies whose revenue grew in the top quartile of U.S. companies over the last five fiscal years (covering 97% of the fund’s equity).

Asset class
Equity
Region
United States
Management
Index (passive)
Fund type
Open-end fund

Fund profile

As filed in the prospectus · 2025 Q3

Fidelity SAI U.S. Momentum Index Fund seeks to provide investment results that correspond to the total return of U.S. stocks with high price momentum.

Strategy · summarised

The fund tracks the Fidelity U.S. Large Cap Momentum Focus Index (effective October 31, 2025), which selects large and mid-cap U.S. stocks based on price and earnings momentum metrics from the 1,000 largest U.S. companies by market capitalization. The fund normally invests at least 80% of assets in index constituents and may use derivatives to gain exposure to those securities or their underlying risk factors. The fund also lends securities to generate additional income.

Expenses
0.11%one share class
Share classExpense ratio
FUMIX0.11%

Portfolio turnover 143.00% · as of 2025 Q3

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

100.15%
of net assets
Stocks99.81%
Cash & short-term0.30%
Bonds0.02%
Derivatives0.02%

Derivatives are shown at market value, not notional exposure.

Sector allocation

The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2

100%
of net assets
Information Technology39.9%
Industrials18.2%
Communication Services10.0%
Health Care9.3%
11 smaller22.6%

Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).

Portfolio growth profile

How much of the fund’s stock holdings are in fast-growing companies · as of 2026 Q2

Revenue growth
25%of stock holdings in top-quartile growers
covering 97% of the fund’s equity
Earnings growth
26%of stock holdings in top-quartile growers
covering 88% of the fund’s equity

Share of the fund’s equity (by value) in companies whose trailing five-year revenue — or net-income — growth ranks in the top 25% of U.S. public companies. Foreign and newly-listed holdings are excluded, so the figure covers only part of the book. From SEC filings — not investment advice. How we measure this.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 75 new53 exited

Largest new: AMD, AMAT, MRK, KLAC, ADI, VRT, PH, USB

Largest exited: AVGO, JPM, PLTR, IBM, GILD, UBER, CRWD, APP

Return profile

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

1-year
+30.34%
3-year
+104.23%
5-year
+94.18%
Volatility
19.10%
Worst 3-yr fall
-6.78%
Cumulative return· May 2023 – Apr 2026

Debt profile

What this fund holds — value-weighted across its bond and securitized long positions · as of 2026-04-30

Avg coupon
0.00%
Avg maturity
0.04 yr
Coupon type

Share of the fund's debt by how its coupon behaves — the fact that decides whether a rate move reaches this portfolio at all.

0%
floating
Fixed rate100.0%
Maturity ladder

Share of the fund's debt value in each maturity band, shortest first.

<1y
<1y100.0%
Flagged holdings
Defaulted: none reported
In arrears: none reported
Paid in kind: none reported

Based on what filers reported; a filer that never reported a flag also reads as none.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
ALPHABET INCGOOGL9.25%$751.97M
NVIDIA CORPNVDA9.02%$732.95M
MICRON TECHNOLOGY INCMU4.17%$339.12M
ADVANCED MICRO DEVICES INCAMD4.02%$326.91M
JOHNSON and JOHNSONJNJ3.27%$265.96M
APPLE INCAAPL3.07%$249.36M
CATERPILLAR INCCAT3.03%$246.45M
CISCO SYSTEMS INCCSCO2.49%$202.11M
LAM RESEARCH CORPLRCX2.28%$185.50M
APPLIED MATERIALS INCAMAT2.20%$178.66M
Showing 10 of 159Sign in to see more

Reported price is the fund's own reported value divided by its own reported shares at 2026-04-30 — not a live quote, and not what the fund paid.

Top 10 positions are 42.80% of net assets, top 25 66.02%, across 157 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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