Rebalance Schedules & Reports

For index related questions or concerns, please contact FidelityProprietaryIndexTeam@fmr.com

Fidelity AIM Dividend Index


  • Monthly, but has a daily scaling if a threshold is met

  • N/A

  • --
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Fidelity Bitcoin Index


  • --

  • N/A

  • --
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Fidelity Canada Canadian High Dividend Index


  • 3rd Friday: February

  • 8 Days Prior to Rebalance

  • Feb 22, 2021 at 12:00 AM ET
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Fidelity Canada Canadian High Quality Index


  • 3rd Friday: February, August

  • 8 Days Prior to Rebalance

  • Aug 23, 2021 at 12:00 AM ET
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Fidelity Canada Canadian Low Volatility Index


  • 3rd Friday: February, August

  • 8 Days Prior to Rebalance

  • Aug 23, 2021 at 12:00 AM ET
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Fidelity Canada Canadian Momentum Index


  • 3rd Friday: February, May, August, November

  • 8 Days Prior to Rebalance

  • Aug 23, 2021 at 12:00 AM ET
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Fidelity Canada Canadian Value Index


  • 3rd Friday: February, August

  • 8 Days Prior to Rebalance

  • Aug 23, 2021 at 12:00 AM ET
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Fidelity Canada International High Dividend Index


  • 3rd Friday: February

  • 8 Days Prior to Rebalance

  • Feb 22, 2021 at 12:00 AM ET
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Fidelity Canada International High Quality Index


  • 3rd Friday: February, August

  • 8 Days Prior to Rebalance

  • Feb 22, 2021 at 12:00 AM ET
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Fidelity Canada International Low Volatility Index


  • 3rd Friday: February, August

  • 8 Days Prior to Rebalance

  • Feb 22, 2021 at 12:00 AM ET
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Fidelity Canada International Momentum Index


  • 3rd Friday: February, May, August, November

  • 8 Days Prior to Rebalance

  • Aug 23, 2021 at 12:00 AM ET
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Fidelity Canada International Value Index


  • 3rd Friday: February, August

  • 8 Days Prior to Rebalance

  • Aug 23, 2021 at 12:00 AM ET
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Fidelity Canada U.S. Dividend for Rising Rates Currency Neutral Index


  • 3rd Friday: February

  • 8 Days Prior to Rebalance

  • Feb 22, 2021 at 12:00 AM ET
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Fidelity Canada U.S. Dividend for Rising Rates Index


  • 3rd Friday: February

  • 8 Days Prior to Rebalance

  • Feb 22, 2021 at 12:00 AM ET
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Fidelity Canada U.S. High Dividend Currency Neutral Index


  • 3rd Friday: February

  • 8 Days Prior to Rebalance

  • Feb 22, 2021 at 12:00 AM ET
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Fidelity Canada U.S. High Dividend Index


  • 3rd Friday: February

  • 8 Days Prior to Rebalance

  • Feb 22, 2021 at 12:00 AM ET
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Fidelity Canada U.S. High Quality Currency Neutral Index


  • 3rd Friday: February, August

  • 8 Days Prior to Rebalance

  • Feb 22, 2021 at 12:00 AM ET
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Fidelity Canada U.S. High Quality Index


  • 3rd Friday: February, August

  • 8 Days Prior to Rebalance

  • Feb 22, 2021 at 12:00 AM ET
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Fidelity Canada U.S. Low Volatility Index


  • 3rd Friday: February, August

  • 8 Days Prior to Rebalance

  • Feb 22, 2021 at 12:00 AM ET
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Fidelity Canada U.S. Low Volatility Index Currency Neutral Index


  • 3rd Friday: February, August

  • 8 Days Prior to Rebalance

  • Feb 22, 2021 at 12:00 AM ET
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Fidelity Canada U.S. Momentum Currency Neutral Index


  • 3rd Friday: February, May, August, November

  • 8 Days Prior to Rebalance

  • Aug 23, 2021 at 12:00 AM ET
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Fidelity Canada U.S. Momentum Index


  • 3rd Friday: February, May, August, November

  • 8 Days Prior to Rebalance

  • Aug 23, 2021 at 12:00 AM ET
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Fidelity Canada U.S. Value Currency Neutral Index


  • 3rd Friday: February, August

  • 8 Days Prior to Rebalance

  • Aug 23, 2021 at 12:00 AM ET
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Fidelity Canada U.S. Value Index


  • 3rd Friday: February, August

  • 8 Days Prior to Rebalance

  • Aug 23, 2021 at 12:00 AM ET
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Fidelity Developed International ex. North America Focus ADR + Local Index


  • 3rd Friday: February

  • 3 Days Post Rebalance

  • Feb 22, 2021 at 12:00 AM ET
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Fidelity Developed International ex. North America Focus Index


  • 3rd Friday: February

  • 3 Days Post Rebalance

  • Feb 22, 2021 at 12:00 AM ET
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Fidelity Dividend Index for Rising Rates


  • 3rd Friday: February

  • 8 Days Prior to Rebalance

  • Feb 22, 2021 at 12:00 AM ET
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Fidelity Dividend Index for Rising Rates LM


  • 3rd Friday: February (over 4 days)

  • 8 Days Prior to Rebalance

  • --
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Fidelity Emerging Markets Low Volatility Focus Index


  • 3rd Friday: Februrary, May, August, November

  • 3 Days Post Rebalance

  • Aug 23, 2021 at 12:00 AM ET
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Fidelity Emerging Markets Multifactor Index


  • 3rd Friday: February, August

  • 8 Days Prior to Rebalance

  • Aug 23, 2021 at 12:00 AM ET
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Fidelity Emerging Markets Value Focus Index


  • 3rd Friday: March, June, September, December

  • 3 Days Post Rebalance

  • Mar 22, 2021 at 12:00 AM ET
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Fidelity Global ex U.S. Index


  • 3rd Friday: February

  • 8 Days Prior to Rebalance

  • Mar 22, 2021 at 12:00 AM ET
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Fidelity High Dividend Index


  • 3rd Friday: February

  • 8 Days Prior to Rebalance

  • Feb 22, 2021 at 12:00 AM ET
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Fidelity International High Dividend Index


  • 3rd Friday: February

  • 8 Days Prior to Rebalance

  • Feb 22, 2021 at 12:00 AM ET
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Fidelity International Low Volatility Focus Index


  • 3rd Friday: Februrary, May, August, November

  • 3 Days Post Rebalance

  • Aug 23, 2021 at 12:00 AM ET
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Fidelity International Momentum Focus Index


  • 3rd Friday: Monthly

  • 3 Days Post Rebalance

  • Apr 19, 2021 at 12:00 AM ET
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Fidelity International Multifactor Index


  • 3rd Friday: February, August

  • 8 Days Prior to Rebalance

  • Aug 23, 2021 at 12:00 AM ET
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Fidelity International Quality Focus Index


  • 3rd Friday: March, June, September, December

  • 3 Days Post Rebalance

  • Mar 22, 2021 at 12:00 AM ET
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Fidelity International Value Factor Index


  • 3rd Friday: February, August

  • 8 Days Prior to Rebalance

  • Aug 23, 2021 at 12:00 AM ET
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Fidelity International Value Focus Index


  • 3rd Friday: Monthly

  • 3 Days Post Rebalance

  • Sep 20, 2021 at 12:00 AM ET
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Fidelity Low Duration Investment Grade Factor Index


  • Monthly: Last Business Day

  • 1 Day Prior to Rebalance

  • Aug 31, 2021 at 12:00 AM ET
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Fidelity Multifactor Yield Index 5% ER


  • Daily

  • N/A

  • --
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Fidelity Small-Mid Multifactor Index


  • 3rd Friday: February, August

  • 8 Days Prior to Rebalance

  • Aug 23, 2021 at 12:00 AM ET
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Fidelity Stocks for Inflation Factor Index


  • 3rd Friday: February, August

  • 8 Days Prior to Rebalance

  • Aug 23, 2021 at 12:00 AM ET
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Fidelity Systematic Canadian Bond Index


  • Monthly: Last Day of the Month

  • 1 Day Prior to Rebalance

  • --
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Fidelity U.S. Equity Defensive Factor Index


  • 3rd Friday: February

  • N/A

  • --
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Fidelity U.S. Equity Factor Index


  • 3rd Friday: February

  • N/A

  • --
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Fidelity U.S. Equity Income Factor Index


  • 3rd Friday: February

  • N/A

  • --
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Fidelity U.S. Extended Investable Market Index


  • 3rd Friday: February

  • 8 Days Prior to Rebalance

  • Mar 22, 2021 at 12:00 AM ET
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Fidelity U.S. Large Cap Index


  • 3rd Friday: February

  • 8 Days Prior to Rebalance

  • Mar 22, 2021 at 12:00 AM ET
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Fidelity U.S. Low Volatility Factor Index


  • 3rd Friday: February, August

  • 8 Days Prior to Rebalance

  • Aug 23, 2021 at 12:00 AM ET
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Fidelity U.S. Low Volatility Focus Index


  • 3rd Friday: Februrary, May, August, November

  • 3 Days Post Rebalance

  • Aug 23, 2021 at 12:00 AM ET
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Fidelity U.S. Momentum Factor Index


  • 3rd Friday: February, May, August, November

  • 8 Days Prior to Rebalance

  • Aug 23, 2021 at 12:00 AM ET
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Fidelity U.S. Multifactor Index


  • 3rd Friday: February, August

  • 8 Days Prior to Rebalance

  • Aug 23, 2021 at 12:00 AM ET
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Fidelity U.S. Quality Factor Index


  • 3rd Friday: February, August

  • 8 Days Prior to Rebalance

  • Aug 23, 2021 at 12:00 AM ET
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Fidelity U.S. Quality Focus Index


  • 3rd Friday: March, June, September, December

  • 3 Days Post Rebalance

  • Sep 20, 2021 at 12:00 AM ET
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Fidelity U.S. Small-Mid Cap Quality Focus Index


  • 3rd Friday: Februrary, May, August, November

  • 3 Days Post Rebalance

  • Mar 22, 2021 at 12:00 AM ET
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Fidelity U.S. Total Investable Market Index


  • 3rd Friday: February

  • 8 Days Prior to Rebalance

  • Mar 22, 2021 at 12:00 AM ET
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Fidelity U.S. Value Factor Index


  • 3rd Friday: February, August

  • 8 Days Prior to Rebalance

  • Aug 23, 2021 at 12:00 AM ET
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Fidelity U.S. Value Focus Index


  • 3rd Friday: Monthly

  • 3 Days Post Rebalance

  • Sep 20, 2021 at 12:00 AM ET
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