Fidelity 500 Index Fund Quote

FXAIX Fund  USD 199.10  0.82  0.41%   

Performance

14 of 100

 
Weak
 
Strong
Good

Odds Of Distress

Less than 17

 
High
 
Low
Low
Fidelity 500 is trading at 199.10 as of the 5th of November 2024; that is 0.41 percent increase since the beginning of the trading day. The fund's open price was 198.28. Fidelity 500 has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Fidelity 500 Index are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of May 2024 and ending today, the 5th of November 2024. Click here to learn more.
The fund normally invests at least 80 percent of assets in common stocks included in the SP 500 Index, which broadly represents the performance of common stocks publicly traded in the United States. It lends securities to earn income. More on Fidelity 500 Index

Moving together with Fidelity Mutual Fund

  0.8FPTKX Fidelity Freedom 2015PairCorr
  1.0FPURX Fidelity PuritanPairCorr
  0.95FPUKX Fidelity PuritanPairCorr
  0.9FQIFX Fidelity Freedom IndexPairCorr
  0.97FQIPX Fidelity Freedom IndexPairCorr

Moving against Fidelity Mutual Fund

  0.47FRPDX Fidelity Sai AlternativePairCorr

Fidelity Mutual Fund Highlights

Fund ConcentrationFidelity Investments Funds, Large Blend Funds, Large Blend, Fidelity Investments, Large Blend, Large Blend (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date3rd of May 2023
Fiscal Year EndFebruary
Fidelity 500 Index [FXAIX] is traded in USA and was established 5th of November 2024. Fidelity 500 is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Fidelity Investments family. This fund currently has accumulated 534.04 B in assets under management (AUM) with no minimum investment requirementsFidelity 500 Index is currently producing year-to-date (YTD) return of 21.46% with the current yeild of 0.01%, while the total return for the last 3 years was 9.16%.
Check Fidelity 500 Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Fidelity Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Fidelity Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Fidelity 500 Index Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Fidelity 500 Index Mutual Fund Constituents

AAPLApple IncStockInformation Technology
AMZNAmazon IncStockConsumer Discretionary
GOOGAlphabet Inc Class CStockCommunication Services
GOOGLAlphabet Inc Class AStockCommunication Services
JNJJohnson JohnsonStockHealth Care
JPMJPMorgan Chase CoStockFinancials
MSFTMicrosoftStockInformation Technology
NVDANVIDIAStockInformation Technology
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Fidelity 500 Top Holders

PFFFXPfg Fidelity InstitutionalMutual FundWorld Large-Stock Blend
FFNOXFidelity Four In One IndexMutual FundAllocation--70% to 85% Equity
EVAGXEvaluator Aggressive RmsMutual FundAllocation--85%+ Equity
EVFGXEvaluator Aggressive RmsMutual FundAllocation--85%+ Equity
EVFMXEvaluator Moderate RmsMutual FundAllocation--50% to 70% Equity
EVGLXEvaluator Growth RmsMutual FundAllocation--70% to 85% Equity
EVGRXEvaluator Growth RmsMutual FundAllocation--70% to 85% Equity
EVMLXEvaluator Moderate RmsMutual FundAllocation--50% to 70% Equity
More Details

Fidelity 500 Index Risk Profiles

Fidelity 500 Against Markets

Other Information on Investing in Fidelity Mutual Fund

Fidelity 500 financial ratios help investors to determine whether Fidelity Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Fidelity with respect to the benefits of owning Fidelity 500 security.
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