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Fidelity 500 Index Fund (FXAIX)

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205.83 +1.51    +0.74%
20/12 - Closed. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Fidelity Investments
Underlying:  S&P 500 TR
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 631.62B
Fidelity 500 Index Institutional Prem 205.83 +1.51 +0.74%

FXAIX Overview

 
Find basic information about the Fidelity 500 Index Fund mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add FXAIX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change25.01%
Prev. Close204.32
Risk Rating
TTM Yield1.20%
ROE33.71%
IssuerFidelity Investments
Turnover3%
ROA15.96%
Inception DateMay 04, 2011
Total Assets631.62B
Expenses0.01%
Min. Investment100,000,000
Market Cap328.54B
CategoryLarge Blend
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Fidelity 500 Index Fund News


UBS sees S&P 500 hitting 6,600 despite fewer Fed cuts
UBS sees S&P 500 hitting 6,600 despite fewer Fed cuts By Investing.com - 17 hours ago

Investing.com --US equities experienced a stabilization on Thursday, while US bond yields continued to climb as market participants adjusted their expectations for a more gradual...

Fidelity 500 Index Fund Analysis


Lance Roberts
The Same Bullish Views Could Turn Bearish by 2025 By Lance Roberts - 1 hour ago

I never thought someone would label me a “Permabull.” This is particularly true of the numerous articles I wrote over the years about the risks of excess valuations, monetary...

Soul Dr.
Where Will the S&P 500 Find a Bottom? By Soul Dr. - Dec 20, 2024

Yesterday, the FED’s forecast for only two rate cuts in 2025 catalyzed the markets to usher in the correction we were already anticipating five weeks ago. Namely, using the...

Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1281 1071 1339 1383 2078 3497
Fund Return 28.05% 7.15% 33.87% 11.42% 15.75% 13.34%
Place in category 369 533 443 344 223 60
% in Category 27 44 34 25 21 8

Top Equity Funds by Fidelity Investments

  Name Rating Total Assets YTD% 3Y% 10Y%
  Fidelity Contrafund 128.94B 37.26 11.61 15.33
  Fidelity Contrafund K 128.94B 37.40 11.71 15.44
  Fidelity Total Market Index Instl b 107.41B 27.73 10.41 12.84
  Fidelity Blue Chip Growth 66.2B 37.89 9.30 17.88
  Fidelity Growth Company 60.53B 36.09 8.62 18.86

Top Funds for Large Blend Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Total Stock Market Ins Pls 740.1B 27.63 10.36 -
  Vanguard 500 Index Admiral 577.55B 28.02 11.39 13.31
  Vanguard Total Stock Market Admiral 421.1B 27.60 10.34 12.84
  Vanguard 500 Index Institutional Se 204.82B 28.06 11.42 -
  Vanguard Institutional Idx Instl Pl 193.01B 28.05 11.41 13.33

Top Holdings

Name ISIN Weight % Last Change %
  Apple US0378331005 7.11 254.49 +1.88%
  NVIDIA US67066G1040 6.76 134.70 +3.08%
  Microsoft US5949181045 6.25 436.60 -0.10%
  Amazon.com US0231351067 3.61 224.92 +0.73%
  Meta Platforms US30303M1027 2.57 585.25 -1.73%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Sell Buy Buy
Technical Indicators Sell Strong Buy Strong Buy
Summary Sell Strong Buy Strong Buy
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