Fidelity 500 Index Fund

NAS: FXAIX

GO
/zigman2/quotes/203467656/realtime

$

116.10

Change

-0.55 -0.47%

Sep 29, 2020

YTD return

4.70%

5 yr avg return

14.38%

Total net assets

259.22B

52 week low

52 week high

$77.93

$124.51

Yield

n/a

Fees & Expenses

Front load

0.00%

Deferred load

0.00%

Max. redemption fee

0.00%

Total expense ratio

0.02%

12 b-1

n/a

Turnover

4.00%

Expense Calculator

Amt Invested:

Timeframe:

Total expense ratio:

Front load:

Deferred load:

Expense projection:

Estimated Total:

* Expense Calculator results are based on the fund's past performance. Preferred load may be less. Check with your fund company for exact values.

Distributions

Income dividend

0.50

Dividend freq.

Quarterly

Capital gain (2019)

0.12

Capital gain (YTD)

n/a

Risk Measures

Alpha

n/a

Beta

n/a

Standard deviation

n/a

R. squared

n/a

Min. Investment

Standard (taxable)

0

IRA

0

Compare:
Indexes
  • Dow(INDU) INDU
  • Nasdaq (COMP) COMP
  • S&P 500 (SPX) SPX
  • Global Dow (GDOW) GDOW
1d
5d
3m
6m
1y
3y
5y
/news/latest/company/us/fxaix

MarketWatch News on FXAIX

Lipper Leader

Total Return: 5 Consistent Return: 5 Preservation: 5 Tax Efficiency: 4 Expense: 5

YTD Lipper Ranking: Quintile 1 (14th percentile)

Lipper Ranking & Performance

Fund return Category Index
(S&P 500)
% rank in category Quintile rank
YTD 4.70% 4.31% 5.20% 14% 1
1yr 14.76% 14.20% 15.30% 13% 1
3yr 11.96% 11.46% 12.30% 7% 1
5yr 14.38% 13.84% 14.50% 4% 1
10yr n/a 13.03% 13.6% n/a 0

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$31,533

Fund Comparison

Compare: Returns Risk Fees Holdings

Find Another Fund

Investment focus:

Net assets:

Return timeframe:

Fund Details

Category

S&P 500 Index Funds

Fund family

Fidelity

Fund status

Open

Fund inception

May 4, 2011

Manager

Team Managed

Investment Policy

The Fund seeks a total return which corresponds to that of the S&P 500 Index. The Fund invests at least 80% of its assets in common stocks included in the Index. The Fund may lend securities to earn income and uses statistical sampling techniques in stock selection.

/news/nonmarketwatch/company/us/fxaix

Other News on FXAIX

  1. Fidelity 500 Index Fund: A Secure And Rewarding Asset

    4:18 p.m. Aug. 27, 2020

    - Seeking Alpha

  2. Fidelity 500 Index Fund: As 'Indexed' As It Gets

    3:30 p.m. May 22, 2020

    - Seeking Alpha

  3. Reviewing Funds For Risk Adjusted Performance

    10:14 a.m. April 12, 2020

    - Seeking Alpha

  4. RetirementRx 2019: A Look In The Rearview

    1:00 a.m. Feb. 19, 2020

    - Seeking Alpha

  5. Fidelity 500 Index Fund: Low Costs And High Rewards

    2:24 p.m. Feb. 7, 2020

    - Seeking Alpha

  6. Income Lab Ideas: Closed-End Funds Vs. Open-End Funds

    7:00 a.m. Oct. 29, 2019

    - Seeking Alpha

  7. CFO Survey: Skepticism Could Be An Important Warning Signal

    1:01 p.m. Oct. 9, 2019

    - Seeking Alpha

  8. 7 Best Fidelity Funds for 2019

    9:39 a.m. Sept. 3, 2019

    - InvestorPlace.com

  9. Dollar Cost Averaging With The Fidelity 500 Index Fund

    12:42 p.m. Aug. 22, 2019

    - Seeking Alpha

  10. Libra Vs. The Competition

    10:42 a.m. July 2, 2019

    - Seeking Alpha

  11. 7 Best Fidelity Funds for 2019

    6:35 a.m. June 25, 2019

    - InvestorPlace.com

  12. Your Fund Fees Might Still Vary More Than They Should—Especially on Index Funds

    10:21 a.m. May 13, 2019

    - The Wall Street Journal Interactive Edition

  13. Your Portfolio Will Not Have Median Returns Almost Always

    9:00 a.m. March 20, 2019

    - Seeking Alpha

  14. 7 Best Fidelity Funds for 2019

    4:07 p.m. March 8, 2019

    - InvestorPlace.com

  15. Lipper U.S. Mutual Funds And ETPs Q4 2018 Snapshot

    12:17 p.m. Jan. 23, 2019

    - Seeking Alpha

  16. RetirementRx: Turning 5 And Exceeding Income Expectations

    11:33 a.m. Jan. 23, 2019

    - Seeking Alpha

  17. 7 Best Fidelity Funds for 2019

    4:07 p.m. Jan. 7, 2019

    - InvestorPlace.com

  18. Loading more headlines...
Link to MarketWatch's Slice.