Fidelity.com

Rebalance Schedules & Reports

Fidelity High Dividend Index


  • 3rd Friday in February

  • 8 days prior to rebalance date

  • Feb 19, 2019 at 12:00 AM ET
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Fidelity Dividend Index for Rising Rates


  • 3rd Friday in February

  • 8 days prior to rebalance date

  • Feb 19, 2019 at 12:00 AM ET
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Fidelity U.S. Low Volatility Factor Index


  • 3rd Friday in February and August

  • 8 days prior to rebalance date

  • Aug 19, 2019 at 12:00 AM ET
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Fidelity U.S. Momentum Factor Index


  • 3rd Friday in February, May, August, and November

  • 8 days prior to rebalance date

  • Aug 19, 2019 at 12:00 AM ET
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Fidelity U.S. Value Factor Index


  • 3rd Friday in February and August

  • 8 days prior to rebalance date

  • Aug 19, 2019 at 12:00 AM ET
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Fidelity U.S. Quality Factor Index


  • 3rd Friday in February and August

  • 8 days prior to rebalance date

  • Aug 19, 2019 at 12:00 AM ET
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Fidelity International High Dividend Index


  • 3rd Friday in February

  • 8 days prior to rebalance date

  • Feb 19, 2019 at 12:00 AM ET
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Fidelity International Value Factor Index


  • 3rd Friday in February and August

  • 8 days prior to rebalance date

  • Aug 19, 2019 at 12:00 AM ET
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Fidelity Low Duration Investment Grade Factor Index


  • Monthly, last business day of month

  • 1 day prior to rebalance date

  • Sep 30, 2019 at 12:00 AM ET
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Fidelity Targeted International Factor Index


  • 3rd Friday in February and August

  • 8 days prior to rebalance date

  • Aug 19, 2019 at 12:00 AM ET
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Fidelity Targeted Emerging Markets Factor Index


  • 3rd Friday in February and August

  • 8 days prior to rebalance date

  • Aug 19, 2019 at 12:00 AM ET
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Fidelity Small-Mid Factor Index


  • 3rd Friday in February and August

  • 8 days prior to rebalance date

  • Aug 19, 2019 at 12:00 AM ET
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Fidelity U.S. Value Focus Index


  • Monthly, 3rd Friday of the month

  • Run once 3 days after rebalance date

  • Oct 21, 2019 at 12:00 AM ET
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Fidelity International Value Focus Index


  • Monthly, 3rd Friday of the month

  • Run once 3 days after rebalance date

  • Oct 21, 2019 at 12:00 AM ET
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Fidelity U.S. Small-Mid Cap Quality Focus Index


  • 3rd Friday in Mar, Jun, Sep, Dec

  • Run once 3 days after rebalance date

  • Sep 23, 2019 at 12:00 AM ET
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Fidelity U.S. Quality Focus Index


  • 3rd Friday in Mar, Jun, Sep, Dec

  • Run once 3 days after rebalance date

  • Sep 23, 2019 at 12:00 AM ET
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Fidelity U.S. Low Volatility Focus Index


  • 3rd Friday in Feb, May, Aug, and Nov

  • Run once 3 days after rebalance date

  • Aug 19, 2019 at 12:00 AM ET
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Fidelity International Low Volatility Focus Index


  • 3rd Friday in Feb, May, Aug, and Nov

  • Run once 3 days after rebalance date

  • Aug 19, 2019 at 12:00 AM ET
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Fidelity Emerging Markets Low Volatility Focus Index


  • 3rd Friday in Feb, May, Aug, and Nov

  • Run once 3 days after rebalance date

  • Aug 19, 2019 at 12:00 AM ET
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Fidelity Developed International ex. North America Focus Index


  • 3rd Friday in February

  • Run once 3 days after rebalance date

  • Aug 19, 2019 at 12:00 AM ET
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