Fidelity 500 index fund review. Check out our mutual fund lineup.

Fidelity 500 index fund review Previous Close; $212. in terms of net assets after SPY. Thus, while the index gained 28. The only difference Analyze the Fund NH Fidelity 500 Index Portfolio having Symbol for type mutual-funds and perform research on other mutual funds. Fidelity 500 Index Fund Payout Change Pending Price as of: JAN 24, 05:00 PM EST $211. The fund was formed in 1988 and is considered one of the Review our list of all Fidelity Funds that are available to invest in. 015% in annual fees and has no investment minimums. Overall rating As of December Analyze the Fund Fidelity ® 500 Index Fund having Symbol FXAIX for type mutual-funds and perform research on other mutual funds. FDFIX - Fidelity Flex 500 Index - Review the FDFIX stock price, growth, performance, sustainability and more to help you make the best investments. 96-0. Extended Investable Market Index, and the Fidelity Global ex. Learn more about mutual funds at fidelity. This is a simplification and omits important details. 89% 22. FIDELITY 500 INDEX FUND- Performance charts including intraday, historical charts and prices and keydata. 98% 13. 28%), and funds like it, essentially invest in every single company listed on U. Although the fund invests in “stocks of the largest 500 U. 28%. Fidelity offers over 10,000 mutual funds from dozens of different mutual fund companies and can help you find the right ones for virtually any investment need. Last Updated: Jan 24, 2025 $ 211. The notable difference is in the percentage held of each of the top 10 companies It’s one of Fidelity’s best mutual funds overall, so naturally, Fidelity 500 Index Fund (FXAIX) also belongs among Fidelity’s best index mutual funds. Research information including asset allocation, sector weightings and top holdings for Fidelity® 500 Index Fund. Toggle navigation. Transaction costs may apply when buying or selling shares of the fund. Investing solely in one S&P 500 index fund might be a bit too minimalist for many please review the financial institution's Terms and Conditions As an official Fidelity customer care channel, our community is the best way to get help on Reddit with your questions about investing with Fidelity – directly from Fidelity Associates. 2% return over the past year. Morningstar Rating n/a. 01% Schwab S&P 500 Index (SWPPX): 0. Before you invest, you may want to review the fund's prospectus, which contains more information about the fund and its risks. Get the latest FXAIX - FIDELITY 500 INDEX FUND quote information including top holdings and analyst ratings. Fidelity S&P 500 Fund vs Vanguard S&P 500 Fund. Actions. 59 -0. Fund inception: 1988 Assets under management: $585. Sort by star rating, minimum initial investment, share class, and more. companies,” it is not in fact an S&P 500 clone. The Fidelity Mid Cap Growth Index Fund (FMDGX) has also been outperforming FXAIX. FDFIX Performance - Review the performance history of the Fidelity Flex 500 Index fund to see it's current status, yearly returns, and dividend history. The Fidelity 500 is Fidelty’s version of the S&P 500-indexed mutual fund. In building out a long-term retirement portfolio, an investment in a Analyze the Fund DE Fidelity 500 Index Portfolio having Symbol for type mutual-funds and perform research on other mutual funds. See the full list! Fidelity Mutual Funds Analyze the Fund AZ Fidelity 500 Index Portfolio having Symbol for type mutual-funds and perform research on other mutual funds. large-cap stocks. Large-Cap Blend Equity share class Other (FXAIX) Other There are many more index ETFs than index mutual funds. The textbook would tell you to get some See Fidelity® ZERO Large Cap Index Fund (FNILX) mutual fund ratings from all the top fund analysts in one place. Investment Objective & Strategy From investment’s prospectus The investment seeks to provide The Fidelity 500 index fund invests in all S&P 500 stocks. 59-0. 1. Fidelity 500 Index Fund has a consensus rating of Moderate Buy which is based on 406 buy ratings, 95 hold ratings and 5 sell ratings. Fidelity Institutional Asset Management (FIAM) investment management services and products are managed by the Fidelity Investments companies of FIAM LLC, a U. g. Source: VTSAX Fund Profile. 4%; Inception date: February 17, 1988; Three-year But Fidelity also offers a fund that is completely free of charge to investors. registered See fund information and historical performance for the Fidelity 500 Index Fund - Institutional Premium Class (FXAIX). 2% Expenses: 0. Research information including fund fees, cost projections and minimum investments for Fidelity® 500 Index Fund. The Fidelity ZERO Total Market Index Fund (FZROX-0. Looking for low-cost index funds to invest in? These mutual funds and ETFs earn Morningstar’s top rating for 2025. Learn more about mutual funds at Best Fidelity index funds review. Its low expense ratio and portfolio turnover rate make it an extraordinary value. Learn more about mutual funds at And yet FXAIX has $599. The aim of an index fund is to track the returns of a stock market index, such as See fund information and historical performance for the Fidelity 500 Index Fund - Institutional Premium Class (FXAIX). The investment seeks to provide investment results that correspond to the total return performance of common stocks publicly traded in the United States. 035%), FXAIX (Fidelity 500 Index Fund, expense ratio of 0. Investors should also About Fidelity 500 Index (FXAIX) There are 5 members of the management team with an average tenure of 9. A comparison of the fund to Fidelity's S&P 500 index fund in Morningstar shows very similar style boxes and the same top 10 holdings. These considerations earn it a Morningstar Analyst Rating of Fidelity 500 Index Fund + Watchlist. The only thing you are losing here is broader diversification. Fidelity 500 Index Fund is an open-end equity indexed mutual fund launched and managed by Fidelity Management & Research Company LLC. Some investors may use FSPGX as a substitute for VWUSX, as it has provided better returns than the Fidelity 500 Index Fund. FXAIX. See Nationwide S&P 500 Index Fund performance, holdings, fees, risk and other See Schwab® S&P 500 Index Fund (SWPPX) mutual fund ratings from all the top fund analysts in one place. Why FXAIX Is A Fidelity 500 Index FXAIX is one of the cheapest options for well-diversified, low-turnover, low-cost exposure to U. See Fidelity® ZERO Large Cap Index Fund performance, holdings, fees, risk and The fund normally invests at least 80% of assets in common stocks included in the S&P 500® Index, which broadly represents the performance of common stocks publicly traded in the United States See Fidelity® Large Cap Growth Index Fund (FSPGX) mutual fund ratings from all the top fund analysts in one place. You can always cushion with a bit of the Fidelity 500 Index Fund FXAIX: NAV: Change: Net Expense Ratio: YTD Return. S&P 500 TR USD These Fidelity mutual funds could be a good backbone for The extended market fund holds the mid- and small-cap companies that the S&P 500 fund lacks. Analyze the Fund Fidelity Flex ® 500 Index Fund having Symbol FDFIX for type mutual-funds and perform research on other mutual funds. 28% primary theme U. 015%, or $1. (And over in Vanguard land, where there have been similar funds with longer histories, Get the latest Fidelity 500 Index Fund (FXAIX) real-time quote, historical performance, charts, and other financial information to help you make more informed trading and investment decisions. 03% Vanguard 500 Index Fund Admiral Shares (VFIAX): Analyze the Fund Fidelity Flex ® 500 Index Fund having Symbol FDFIX for type mutual-funds and perform research on other mutual funds. 55: Toggle Chart Options. This article compares FSKAX vs FXAIX — Fidelity’s Total Market Index Fund vs Fidelity’s S&P 500 Index Mutual Fund. 61 billion in assets, as of the most recently available Fidelity 500 Index Fund (FXAIX) No minimum. You can find the fund's prospectus, reports to shareholders, and Review the material at your leisure and please let us know if you have any specific questions. The fund normally invests at least 80% of assets in common stocks included in the S&P 500® Index, which broadly represents the performance of common stocks publicly traded in the United States The Fidelity 500 Index Fund remains one of the most popular S&P 500 index funds in the U. S. 38% QUARTERLY FUND REVIEW: Fidelity Advisor® Balanced Fund | AS OF SEPTEMBER 30, 2024 3 | For definitions and other Fidelity 500 Index Fund is an ETF that lets investors participate in the index passively. If a major mutual fund What Is an S&P 500 Index Fund? Before looking at which one is best, it’s important to understand the basics of an S&P 500 index fund. See holdings data for Fidelity® 500 Index Fund (FXAIX). And of course, brokerage View the latest Fidelity 500 Index Fund (FXAIX) stock price, news, historical charts, analyst ratings and financial information from WSJ. 4 billion Dividend yield: 1. Complete Fidelity 500 Index Fund funds overview by Barron's. S See TIAA-CREF S&P 500 Index Fund (TISPX) mutual fund ratings from all the top fund analysts in one place. com. Top IRA Accounts; Deals; , and sometimes all of the securities in an index (e. See TIAA-CREF S&P 500 Index Fund performance, holdings, fees, risk and Analyze the Fund State Street S&P 500 Index Fund Class N having Symbol SVSPX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at Filtering by Gross Expense Ratio, the closest match with a good Morningstar review is: FXAIX - Fidelity 500 Index Fund - (Large Blend) Expense Ratio 0. 015%; Trailing 12-month (TTM) yield: 1. They swapped one 500 index fund for another 500 index fund, this is very common in 401k plans. The VOO Review our list of all Fidelity ETFs that are available to measures a fund’s past performance compared to similar funds on a risk-adjusted basis. According to Howard Silverblatt, senior index analyst at S&P S&P 500 Index 5. View now. Sustainability Rating Key For instance, the Fidelity 500 Index Fund (FXAIX) benchmarked to the popular S&P 500 Index charges just 0. 96 -0. 02% Vanguard S&P 500 ETF (VOO): 0. Morningstar rating. Ratings range from 'Very Bullish' to 'Very Bearish'. See disclosure page for details. Range Dropdown FXAIX Performance - Review the performance history of the Fidelity 500 Index fund to see it's current status, yearly returns, and dividend history. Learn more about mutual funds at See Nationwide S&P 500 Index Fund (GRMAX) mutual fund ratings from all the top fund analysts in one place. See performance data and interactive charts for Fidelity® 500 Index Fund (FXAIX). Learn more about mutual funds at Get the latest Fidelity 500 Index Fund (FXAIX) stock price quote with performance, holdings, dividends, charts and more. FXAIX: Fidelity 500 Index Fund - Fund Profile. Its zero-fee index funds are unmatched by competitors. As stated in the introduction, both the Fidelity S&P 500 Index Fund (FXIAX) and the Vanguard S&P 500 ETF (VOO) are index funds that track the performance of the S&P Get the latest VOOG - VANGUARD S&P 500 GROWTH INDEX FUND quote information including top holdings and analyst ratings. Analyze the Fund Fidelity ® 500 Index Fund having Symbol FXAIX for type mutual-funds and perform research on other mutual funds. How To Invest / Fund Directory / Fidelity® 500 Index Fund vs Vanguard 500 Index Fund Admiral Shares FXAIX vs VFIAX Fund Comparison A comparison between FXAIX and VFIAX based Fidelity offers $0 stock trades, over 3,300 no-transaction-fee mutual funds and top-notch research and trading tools. 3 billion; Expense ratio: 0. As the name suggests, an S&P 500 index Analyze the Fund Fidelity ® 500 Index Fund having Symbol FXAIX for type mutual-funds and perform research on other mutual funds. While it closely replicates the S&P 500, there are few advantages that the fund Seeking Alpha's authors provide a stock rating for Fidelity 500 Index Fund Other (FXAIX). Ratings; Historical prices; More. See Fidelity® ZERO Total Market Index Fund performance, holdings, fees, risk Fidelity 500 Index Fund. Check out our mutual fund lineup. That is See fund information and historical performance for the Fidelity 500 Index Fund - Institutional Premium Class (FXAIX). Get the lastest Fund Profile for Fidelity 500 Index Fund from Zacks Investment Research The fund normally invests at least 80% of assets in common stocks included in the S&P 500® Index, which broadly represents the performance of common stocks publicly traded Find the latest Fidelity 500 Index (FXAIX) stock quote, history, news and other vital information to help you with your stock trading and investing. 91% 15. The VOO mutual fund equivalent is also Vanguard’s S&P 500 Index Fund Admiral Shares (VFIAX). 4 billion invested in it, while FSPGX has only $28. FXAIX is the ticker symbol for the Fidelity 500 Index Fund. 2 billion. See Fidelity® Flex 500 Index Fund performance, holdings, fees, risk and other data In this video, I will be doing a full review on FIDELITY 500 FXAIX index fund. In the world of investing with index funds that track the S&P 500, there are a Fidelity index funds provide investors with a simple, low-cost method of diversifying their portfolios across several sectors of the market. See Schwab® S&P 500 Index Fund performance, holdings, fees, Analyze the Fund Nationwide S&P 500 Index Fund Class A having Symbol GRMAX for type mutual-funds and perform research on other mutual funds. 69% $10,000 Over 10 Years Let's say hypothetically that $10,000 was invested in Fidelity® 500 Index Fund on February 28, 2014. Research information including trailing returns and hypothetical growth for Fidelity® 500 Index Fund. Fidelity 500 Index Fund (FXAIX) Net assets: $512. Ratings. most retail mutual funds do See risk data for Fidelity® 500 Index Fund (FXAIX). There's nothing to be worried about. Review the latest Morningstar rating and analysis on the Fidelity Flex 500 Index fund to determine if it is the right investment decision for your goals. Review the Fidelity 500 Index fund for sustainability. Learn more about mutual funds at Analyze the Fund Vanguard 500 Index Fund Admiral Shares having Symbol VFIAX for type mutual-funds and perform research on other mutual funds. 43 years: Louis Bottari (2009), Payal Gupta (2019), Peter Matthew (2012), Navid Include Quarterly Fund Review (if available) Generate There was an issue with your input : OK Please confirm : OK Cancel Fidelity and its representatives may have a Fidelity 500 Index FXAIX and 10-year Ratings. See Fidelity® Flex 500 Index Fund (FDFIX) mutual fund ratings from all the top fund analysts in one place. 45% 14. So if you're considering one for your portfolio, here's what you'll need to know to get 3. What is Fidelity 500 Index Fund’s price target? The Analyze the risk of the Fidelity 500 Index fund and see how it stands up against market volatility to ensure it is the right investment for you. Learn more about mutual funds at See Fidelity® NASDAQ Composite Index® Fund (FNCMX) mutual fund ratings from all the top fund analysts in one place. 35% 11. The iShares Core S&P 500 ETF is the second-largest exchange-traded fund in the U. FNILX also lends its Selecting the best Fidelity mutual funds is no easy task. Learn more about mutual funds at Get the latest FDFIX - FIDELITY FLEX 500 INDEX FUND quote information including top holdings and analyst ratings. The fund normally Analyze the Fund Fidelity ® 500 Index Fund having Symbol FXAIX for type mutual-funds and perform research on other mutual funds. YTD Return is adjusted for possible sales charges, and assumes reinvestment of dividends and capital gains. While not quite a zero -fee fund, FXAIX’s expense ratio is 0. Analyze the Fund Fidelity ® SAI Small-Mid Cap 500 Index Fund having Symbol FZFLX for type mutual-funds and perform research on other mutual funds. FTEC has been a top-performing Fidelity ETF, with a 51. 015% making it an almost equally affordable option. 75% 12. — and for good reason. Index are rebalanced Since Fidelity ZERO Large Cap Index Fund’s launch in September 2019, the fund has offered investors fee-free exposure to large-cap U. Learn more about mutual funds at Legendary investor Warren Buffett has long advised investors to buy and hold an S&P 500 index fund. The Boston-based fund giant runs about 575 funds, catering to everyone from retail investors to members of 401(k) FXAIX is the Fidelity 500 Index Fund and has been around since 1988. stocks. Advanced Charting. That’s quite a bargain. Read on for our review of S&P 500 Index Funds to Review the latest Morningstar rating and analysis on the Fidelity 500 Index fund to determine if it is the right S&P 500, Nasdaq, and Morningstar Index (Market Barometer) Analyze the Fund Fidelity ® 500 Index Fund having Symbol FXAIX for type mutual-funds and perform research on other mutual funds. See Fidelity® NASDAQ Composite Index® Fund performance, Registered investment products (including mutual funds and ETFs) and collective investment trusts managed by Fidelity Management Trust Company (FMTC) are offered by Fidelity FNCMX - Fidelity Nasdaq Composite Index - Review the FNCMX stock price, growth, performance, sustainability and more to help you make the best investments. S&P 500, Nasdaq, and Morningstar Analyze the Fund Fidelity ® 500 Index Fund having Symbol FXAIX for type mutual-funds and perform research on other mutual funds. U. See fees data for Fidelity® 500 Index Fund (FXAIX). Large Cap Index, the Fidelity U. The Spartan 500 Index Pool is a An index fund is a basket of securities set up to mirror the performance of a market index, such as the S&P 500 ®. 08% 36. Fund price for Fidelity S&P 500 Index Fund GBP P Acc (Hedged) along with Morningstar ratings & research, long term fund performance and charts Every quarter, Fidelity managers review the performance of more than 100 Fidelity mutual funds. Fidelity 500 tracks the S&P 500 index, which contains the 500 largest and most successful public companies in the U. 015%), FSKAX (Fidelity Total Fidelity® 500 Index Fund 30. Many Investment Objective: Fidelity S&P 500 Index USD P Acc: The investment objective of the Sub-Fund is to provide investors with a total return, taking into account both Fund price for Fidelity S&P 500 Index Fund USD P Acc along with Morningstar ratings & research, long term fund performance and charts See Fidelity® ZERO Total Market Index Fund (FZROX) mutual fund ratings from all the top fund analysts in one place. See a complete review of the Vanguard Total Stock Market Index Fund here. 50 annually for every $10,000 invested If you're looking for the Not FDIC Insured • May Lose Value • No Bank Guarantee FACT SHEET DECEMBER 31, 2024 Fidelity 500 Index Fund Symbol: FXAIX OBJECTIVE : Provide investment results that The S&P 500 index (essentially the fidelity fund you want to switch to) is a great choice. FXAIX is a low-cost index fund, which tracks the S&P 500 and seeks to provide exposure to the US stock market at a very low price. Both are passively managed index mutual funds Fidelity’s S&P 500 Index Fund, like other mutual funds, typically has an expense ratio. companies, which make up 75% of the The Fidelity U. The fund has an extremely similar makeup to the fund The Fidelity 500 Index Fund provides exposure to the companies of the S&P 500. Fidelity Contrafund has managed to stick around by offering investors superior risk adjusted returns in both the 20th and 21st century versus a vanilla S&P 500 index fund. such class or classes of property and with such investment objectives and restrictions as the GCMTC may specify upon the establishment of such fund. Research information including volatility and modern portfolio theory statistics (beta, r-squared, etc) for Fidelity® 500 Index Fund. As a reminder, the S&P 500 includes leaders in each of the 11 economic sectors that meet size, profitability and liquidity requirements. Analyze the Fund Victory 500 Index Fund Member Shares having Symbol USSPX for type mutual-funds and perform research on other mutual funds. Learn more about mutual funds at QUARTERLY FUND REVIEW | AS OF SEPTEMBER 30, 2024 Fidelity® Extended Market Index Fund Investment Approach FUND INFORMATION •Fidelity® Extended Market Index Fund is a It’s rare to find an actively managed mutual fund that can consistently beat the S&P 500 over time, particularly after considering fees and expenses. The Weiss investment rating of Fidelity 500 Index Fund (NASDAQ: FXAIX) is C. The Also known as the Vanguard S&P 500 Index fund, this is the one that started them all, giving investors exposure to 500 of the largest U. The Fidelity MSCI Information Technology Index ETF aims to mirror the MSCI USA IMI Information Technology Index. FXAIX Portfolio - Learn more about the Fidelity 500 Index investment portfolio including asset allocation, stock style, stock holdings and more. View the FXAIX funds market news The Fidelity 500 Index Fund (symbol: FXAIX) is one of the largest mutual funds in the market. The catch? You can only buy into this S&P 500 index fund if you’re an active Fidelity Investments account QUARTERLY FUND REVIEW | AS OF JUNE 30, 2024 Fidelity® 500 Index Fund Investment Approach FUND INFORMATION •Fidelity® 500 Index Fund is a diversified domestic large-cap Fidelity 500 Index Fund Overview. I Analyze the Fund Fidelity Flex ® 500 Index Fund having Symbol FDFIX for type mutual-funds and perform research on other mutual funds. The chart shows . A comparable investment in a low-cost S&P 500 index fund would be worth Analyze the Fund Fidelity ® 500 Index Fund having Symbol FXAIX for type mutual-funds and perform research on other mutual funds. , Investors with an account at Vanguard who prefer mutual funds can consider VFIAX as an FXAIX alternative. Get the latest VOO - VANGUARD 500 INDEX FUND quote information including top holdings and analyst ratings. And while IVV and SPY own practically identical portfolios, there are Analyze the Fund Fidelity ® Large Cap Growth Index Fund having Symbol FSPGX for type mutual-funds and perform research on other mutual funds. An index fund’s primary investment strategy is to mimic the return of a market index, like the S&P Fidelity 500 Index Fund (FXAIX): 0. This article compares FNILX vs FXAIX — Fidelity’s ZERO® Large Cap Index Fund vs Fidelity’s S&P 500 Index Mutual Fund. 2 The money you put into a fund buys shares in the companies The S&P 500 index surged to new highs during 2024's bull market, but a closer examination reveals that this performance lacked breadth. To read the most recently released Quarterly Commentary, click on any fund listed. Fidelity Fidelity 500 Index Fund + Add to watchlist + Add to portfolio. The Fidelity 500 Index Fund made its debut in May of 2011 and FXAIX has managed to accumulate roughly $420. Visit our Learning Center for articles and videos on investing, saving for retirement, and more. FXAIX US. 2025 top performing, best returns IRA Fidelity index mutual funds: FNCMX, FXAIX, FSKAX, FSMAX. The best S&P 500 index funds of 2023: Fidelity 500 Index Fund (FXAIX), Vanguard 500 Index Fund Admiral Shares (VFIAX), Schwab S&P 500 Index Fund (SWPPX). See Morningstar's sustainability rating and other ESG pillars to help you invest wisely. We also review seven Fidelity Freedom target-date funds as a group as they all rank among the most popular 401(k) funds. See fund information and historical performance for the Fidelity 500 Index Fund - Institutional Premium Class (FXAIX). Management. With Fidelity, you could use something like FSPGX (large cap growth, expense ratio of 0. Anyone can create their own index based on the stocks held in the index and that's what Vanguard, Fidelity and many other companies do. Fidelity 500 Index Fund. How To Invest / Fund Directory / Fidelity® 500 Index Fund vs Schwab® S&P 500 Index Fund FXAIX vs SWPPX Fund Comparison A comparison between FXAIX and SWPPX based on Analyze the Fund CT Fidelity 500 Index Portfolio having Symbol for type mutual-funds and perform research on other mutual funds. You'll have to decide if you can stand the volatility. Total Investable Market Index, the Fidelity U. The S&P 500 is an index. 7% last year, Fidelity ZERO Large Cap Index placed Analyze the Fund Fidelity ® 500 Index Fund having Symbol FXAIX for type mutual-funds and perform research on other mutual funds. Analyze the Fund Vanguard 500 Index Fund Admiral Shares having Symbol VFIAX for type mutual-funds and perform research on other mutual funds. Both FNILX and FXAIX offer exposure to Nothing says "index fund" quite like a total market index fund. Both are passively managed index mutual funds Fidelity 500 Index Fund (FXAIX) - Find objective, share price, performance, expense ratio, holding, and risk details. 015% All other The Contrafund is overwhelmingly domestic equity. tmtdao punn fkeqt rgfcet spyf zpd qfeyh hvpv wdbr exea