fidelity 500 index fund

Fidelity and its representatives may have a conflict of interest in the products or services mentioned in this material because they have a financial interest in them, and receive compensation, directly or indirectly, in connection with the management, distribution, and/or servicing of these products or services, including Fidelity funds, certain third-party funds and products, and certain investment services. There are many funds whose portfolio of stocks are designed to track those of the S&P 500 due to its popularity as a barometer of U.S. equity markets, including both mutual funds and exchange-traded funds (ETFs). Please remember past performance is not a guide to future returns. Learn more about mutual funds at fidelity.com. It lends securities to earn income. Subscriber Agreement & Terms of Use Contact Fidelity for a prospectus or a summary prospectus, if available, containing this information. {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Sectors as Percent of Equity'} : true)[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}}

Past name(s) : Fidelity® 500 Index Institutional Prem. The People Pillar is our evaluation of the FXAIX management team’s experience and ability. Fidelity. The below table gives an indication of how this may affect you. {{managerInformation.lastName}}, {{ fundDetails.holdings.fundHoldings[0].indexShortName}}, Important Performance and Policy naCheck:'Not Available'}}. Benchmark: Not FDIC Insured.

riskPeriod.annualizedAlpha | naCheckPrecision:2}}, {{ In some instances, the as of date will be older than the date selected. It generally will seek to replicate the performance of the index by giving the same weight to a given stock as the index does.

{{(compositionService.getHoldingsData(fundDetails.holdings.fundHoldings[0].holdings, 'Fund of Fund Holding within a Fund', ['0M'])[0].holdingSubTypeLaggeds | filter:lagPeriod='0M')[0].laggedDate}}, As Of An index fund is a pooled investment vehicle that passively seeks to replicate the returns of some market index. The selling price currently displayed is higher than the buying price. © Copyright 2020 Morningstar, Inc. All rights reserved. However, they may be HL accepts no responsibility for its accuracy and you should independently check data before making any investment decision. 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. {{(compositionService.getHoldingsData(fundDetails.holdings.fundHoldings[0].holdings, 'Total Credit Quality', ['0M'])[0].holdingSubTypeLaggeds | filter:lagPeriod='0M')[0].laggedDate}}, AS OF "S&P 500," Accessed March 13, 2020. Because index-tracking funds will follow the performance of the Index, one of, if not the, biggest determinant of long-term returns is how much it charges in fees. {{((fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Total Number of Holdings'})[0].holdingSubTypes[0].holdingSubTypeLaggeds | filter:{lagPeriod:'0M'})[0].laggedDate }}, Out of {{((fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Total Number of Holdings'})[0].holdingSubTypes | Trading costs are not a big concern to people who want to hold ETFs long term, but if you’re interested in trading ETFs frequently, then it’s important to look for high liquidity funds to minimize trading costs. . Past name(s) : Fidelity® 500 Index Institutional Prem. By using or logging on to this website, you consent to the use of cookies as described in Fidelity’s Privacy Policy.

Dual priced funds have two There is a contractual cap on the expenses borne by the Costco Can Keep Winning, but the Stock Is Pricey, TV producer Ryan Murphy sold his Laguna Beach estate for $10.65 million, FDA broadens U.S. safety inquiry into AstraZeneca COVID-19 vaccine, report says, raising prospect of further delays, Treasury yields pull back from session highs on signs that fiscal stimulus talks have hit the rocks, What the Philadelphia Eagles Deal Means for DraftKings Stock, White House spokeswoman accuses Pelosi of 'not being serious' about relief bill, Coronavirus update: Fauci rebuts Trump debate claim about flip-flop on masks, These are the 10 most ‘overpaid’ CEOs in the S&P 500, according to a new study, This holiday gift could earn your child $52,927, This holiday gift will turn your child into a savvy investor (and make $46,460), Your Mutual-Fund and ETF Fees Might Still Vary More Than They Should, Passive Investing: The $10,000 Portfolio For Saving Up Down Payment Before 30, Fidelity 500 Index Fund: A Secure And Rewarding Asset, What A Short Strange Trip It's Been: Equity Funds Post Best Quarterly Returns Since Q4 1999, Fidelity 500 Index Fund: As 'Indexed' As It Gets, Reviewing Funds For Risk Adjusted Performance, RetirementRx 2019: A Look In The Rearview, Fidelity 500 Index Fund: Low Costs And High Rewards.

Terms of Use Privacy Policy Disclosures Member User Agreement Corrections Cookies, | 1-Day Return as of Sep 30, 2020, 9:24 PM GMT+00:00, Muni National Intermediate-Term Bond Funds. The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FXAIX’s performance objective and investment process is for both security selection and portfolio construction. features funds our analysts believe have the potential to outperform their peers over the long term. Create a list of the investments you want to track. This data is provided by Funds Library. This can be withdrawn, reinvested or simply held on your account. Fidelity Index UK Fund P Accumulation . | Max Sales Charge: {{featureValue.featureValue | naCheckPercent100:2}} {{fundDetails.morningstar.ratingsAsOfDate}} There are currently no items in this Watchlist. Volatility and Risk Volatilityas of06-30-20 Low Moderate High {{(fundDetails.hypothetical | limitTo:-1)[0].date}}, AS OF Learn How to Read a Morningstar Analyst Report. Fidelity 500 Index is one of the best U.S. large-cap funds available because it is one of the cheapest funds and tracks the well-constructed S&P 500. Registered investment products (including mutual funds and ETFs) and collective investment trusts managed by Fidelity Management Trust Company (FMTC) are offered by Fidelity Distributors Company LLC (FDC LLC), a registered broker-dealer. correct as at 1 October 2020. Select A Fund to View: Last Updated: {{relatedLit.lastUpdateDate}}, {{price.displayDollarDifference |naCheckDollarPlus}}, {{price.cumYtd.toString() | naCheckZeroOrPlus:2}}, {{fundDetails.priceStatistics.displayTwelveMonthLowNav | naCheckDollar}}, {{fundDetails.priceStatistics.displayTwelveMonthHighNav | naCheckDollar}}, of {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Industry Diversification'} : true)[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}} This fund can be held in an Investment ISA, SIPP and Investment Account. {{fundDetails.priceStatistics.fundPriceStatsDate}}. {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Sub-Sector Diversification'} : true)[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}} Fidelity 500 Index Fund: A Secure And Rewarding Asset Aug. 27, 2020 at 4:18 p.m.

You should independently check data before making any investment decision. The tax that could be payable on this loyalty bonus, and therefore the value of this saving to you, is shown below. {{brickletData.riskMeasures.indexAsOfDate}}, As of {{brickletData.riskMeasures.dependentAsOfDate | naCheck}}, As of {{brickletData.riskMeasures.independentAsOfDate | naCheck}}, As of {{(compositionService.getHoldingsData(fundDetails.holdings.fundHoldings[0].holdings, 'Bond Credit Quality', ['0M'])[0].holdingSubTypeLaggeds | filter:lagPeriod='0M')[0].laggedDate}} The Fund's investment objective is to achieve long term capital growth by closely matching the performance of the S&P 500 index. HMRC believes that from April 2013 rebates of annual charges (such as loyalty bonuses) paid on funds held in nominee accounts, such as our Fund & Share Account, should be subject to income tax. {{(fundDetails.holdings.fundHoldings[0].holdings | filter:{holdingTypeName:'Regional Diversification'})[0].holdingSubTypes[0].holdingSubTypeLaggeds[0].laggedDate}} {{brickletData.riskMeasures.independentAsOfDate}}, {{ riskPeriod.independentRiskPeriod.sharpeRatio | "Financial Data," Accessed Mar. different prices (a sell price and a buy price); single priced funds have a single price Fidelity Institutional Asset Management (FIAM) investment management services and products are managed by the Fidelity Investments companies of FIAM LLC, a U.S. registered investment advisor, or Fidelity Institutional Asset Management Trust Company, a New Hampshire trust company. date, HL guide to fund prices, savings and yields, HL Guide to fund prices, savings and yields, Please also read the Key Investor Information Document (KIID), Register for online "SPY SPDR S&P 500 ETF," Accessed Mar. Also, loyalty bonuses received by overseas investors, companies and charities are not required to be paid with the deduction of tax. 12, 2020.

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