Have your client read it carefully. Analyze the Fund Fidelity ® 500 Index Fund having Symbol FXAIX for type mutual-funds and perform research on other mutual funds. Economic Events and content by followed authors, Write your thoughts about Fidelity® 500 Index Fund Premium Class. “This move creates consistency in branding across Fidelity… The Overall Morningstar Rating TM for a fund is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics, which are based on risk-adjusted returns, as of the date stated. The Fund seeks to track the return of the S&P 500 Index (the "Index") before the deduction of charges. Learn more about mutual funds at fidelity.com. FIAM products and services may be presented by FDC LLC, a non-exclusive financial intermediary affiliated with FIAM and compensated for such services. In 1988, Fidelity Investments followed Vanguard's lead and dipped its toes into the nascent and often-ridiculed (at the time) world of index funds with the Fidelity 500 Index … ... (FDC LLC), a registered broker-dealer. It lends securities to earn income. It is generally between 0.25-1% (the maximum allowed) of a fund's net assets. 49.00%: 10.90%: 11.91%: 8.54%: 9.77%: Target-Date 2045. Information provided in this document is for informational and educational purposes only. investment, market cap and category. The Fidelity 500 Index Fund tracks the S&P 500 index, one of the main benchmarks for U.S. stocks. Returns and expenses prior to June 24, 2015 are those of the Fidelity Freedom Index 2055 Fund - Investor Class. Past name(s) : Fidelity® 500 Index Institutional Prem. A Mutual Fund First Quarter 2021 Fund Fact Sheet - Page 3 material. Find our live Fidelity® 500 Index Fund Premium Class fund basic information. Our Sites . FXAIX | A complete Fidelity 500 Index Fund mutual fund overview by MarketWatch. It may therefore take some time before it appears on our website. Fidelity ® Global ex U.S. Index Fund - Institutional Class FIAM Target Date Russell 1000 Growth Index Fund, LP FIAM Target Date Russell 1000 Value Index Fund, LP Avoid profanity, slander or personal attacks. We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. The Overall Morningstar Rating TM for a fund is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics, which are based on risk-adjusted returns, as of the date stated. © 2007-2021 Fusion Media Limited. Before investing have your client consider the funds', variable investment products', or exchange traded products' investment objectives, risks, charges, and expenses. All Rights Reserved. Contact Fidelity for a prospectus or a summary prospectus, if available, containing this information. What is your sentiment on Fidelity 500 Index Premium? investment, market cap and category. Volatility and Risk Volatilityas of03-31-21 Low Moderate High * Intended for individuals who manage their workplace retirement plans or other benefits through Fidelity. View mutual fund news, mutual fund market and mutual fund interest rates. PREMIUM CONTENT & TOOLS. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion. Are you sure you want to delete this chart? Fidelity® 500 Index Fund (FXAIX) No Transaction Fee 1 Hypothetical Growth of $10,0002,3 (4/30/2011-4/30/2021) n Fidelity® 500 Index Fund $37,602 n Large Blend $30,718 The performance data featured represents past performance, which is no guarantee of future results. Plan Sponsor Attitudes Survey Highlight 5 Infographic, ESG Investing for Advisors: Having Better Conversations with Clients, A Study of Founder-Led Companies and Why They May Outperform over Time, Q2 2021 Quarterly Sector Update Conversation Starter, Bringing Rising Generations Into The Investment Program, Fidelity Charitable 2021 Annual Giving Report White Paper, This site is for persons in the U.S. only, 401(k) Participants & Employees of Corporations, 403(b) & 457(b) Participants & Employees of Non-Profits, Broker-Dealers, Banks, RIAs, TPAs, Trust Institutions. Replace the attached chart with a new chart ? 11/2/2018 Name Change: Formerly Spartan 500 Index Fund - Fidelity Advantage Institutional Class. FACT SHEET MARCH 31, 2021 FIDEITY INSTITUTIONAL SM CLASS A: FFFZX • CLASS C: FFFJX • CLASS M: FFFTX • CLASS I: FFFIX • CLASS Z6: FCGLX Fidelity Advisor Freedom® 2045 Fund ASSET ALLOCATION | TARGET DATE OBJECTIVE: High total return with a secondary objective of principal preservation as the fund approaches its target date and beyond 12b-1 Fee An annual marketing or distribution fee on a mutual fund. Find the latest Fidelity 500 Index Fund - Premi (FUSVX) stock quote, history, news and other vital information to help you with your stock trading and investing. Fidelity® 500 Index Fund A Mutual Fund Fourth Quarter 2020 Fund Fact Sheet Key Facts Investment Advisor Fidelity Management & Research Company LLC Asset Class Large Cap - Blend Primary Index S&P 500 Index Broad Based Index Russell 1000 Index Net Assets $287,097.1 Million Inception Date 05/04/2011 Ticker FXAIX Gross Expense Ratio 0.02% For example, the Spartan 500 Index Fund is now named the Fidelity 500 Index Fund. Please wait a minute before you try to comment again. Fidelity® 500 Index Fund. Are you sure you want to block %USER_NAME%? Fund Facts and ETF Facts documents are summary disclosure documents required to be filed by all mutual funds and ETFs in addition to other regulatory disclosure documents, such as the Simplified Prospectus. Mutual Funds and Taxes Learn more about how owning shares in mutual funds may affect your federal income tax return. Sign up to create alerts for Instruments, 315793638 Fund # 2769 315793638 FFEDX 02769: Full On June 24, 2015, an initial offering of the Fidelity Freedom Index 2055 Fund - Class W (renamed Institutional Premium Class on August 1, 2016) took place. The use of the term "advisor(s)" throughout this site shall refer to both investment and broker dealers as a collective term. 48.11%: 9.62%: 10.65%: 7.66%--After taxes on distributions and sale of fund shares 316069806 Find basic information about the Fidelity® 500 Index Fund Premium Class mutual fund such as total assets, risk rating, Min. To the extent any investment information in this material is deemed to be a recommendation, it is not meant to be impartial investment advice or advice in a fiduciary capacity and is not intended to be used as a primary basis for you or your client's investment decisions. Monthly Fact Sheet (PDF) ... Had the Institutional Premium Class' expense ratio been reflected, total returns would have been higher. FXAIX CUSIP. The Fund Facts and ETF Facts documents highlight key information about each fund, including the performance history, investments and the costs associated with investing. Generally, data on Fidelity mutual funds is provided by FMR, LLC, Morningstar ratings and data on non-Fidelity mutual funds is provided by Morningstar, Inc. and data on non-mutual fund products is provided by the product's investment manager, trustee or issuer or the plan sponsor whose plan is offering the product to participants. 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This Printable Fund Fact Sheet Information provided in this document is for informational and educational purposes only. To the extent any investment information in this material is deemed to be a recommendation, it is not meant to be impartial investment advice or advice in a fiduciary capacity and is not intended to be used as a primary basis for you or your client's … 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 adviser, or Fidelity Institutional Asset Management Trust Company, a New Hampshire trust company. Initial offering of Premium Class shares for the Fidelity Extended Market Index was … By doing so, you and %USER_NAME% will not be able to see Thanks for your comment. Fidelity® 500 Index Fund Investment Approach FUND INFORMATION •Fidelity® 500 Index Fund is a diversified domestic large-cap equity strategy that seeks to closely track the returns and characteristics of the S&P 500® index. This Printable Fund Fact Sheet must be preceded or accompanied by a current prospectus. 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. Fidelity 500 Index Premium Class Annual Report | Fidelity Institutional. Fidelity ® Global ex U.S. Index Fund - Institutional Class FIAM Target Date Russell 1000 Growth Index Fund, LP FIAM Target Date Russell 1000 Value Index Fund, LP FFEDX CUSIP. any of each other's Investing.com's posts. 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. FACT SHEET MARC 31, 2021 FIDELITY INSTITUTIONAL SM CLASS A: FATHX • CLASS C: FCTHX • CLASS M: FTTHX • CLASS I: FITHX • CLASS Z6: FHGLX Fidelity Advisor Freedom® 2035 Fund ASSET ALLOCATION | TARGET DATE FUND INCEPTION DATE: 11/6/03 BENCHMARK: S&P 500® SECONDARY BENCHMARK: Fidelity Freedom 2035 Composite MORNINGSTAR CATEGORY: Target-Date 2035 Fidelity ® Global ex U.S. Index Fund - Institutional Class FIAM Target Date Russell 1000 Growth Index Fund, LP FIAM Target Date Russell 1000 Value Index Fund, LP %USER_NAME% was successfully added to your Block List. Year-end distributions by Fidelity mutual funds Find the Fidelity mutual funds you held this year in these charts of year-end distribution information. Please note that all comments are pending until approved by our moderators. Name Change: Formerly Fidelity 500 Index Fund - Institutional Premium Class. The index covers about 80% of the investable market capitalization of the U.S. equity market. The Fund employs a passive investment strategy, investing all, or substantially all, of its assets in the shares of companies that make up the Index. View & analyze the FUSVX fund chart by total assets, risk rating, Min. 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. Fidelity Freedom ® Index 2045 Fund - Institutional Premium Class. Fact Sheet Fidelity 500 Index Fund Symbol. The primary objective of the Fidelity Fund Portfolios-Income is to provide a representation of just one way you might construct a portfolio of Fidelity mutual funds, designed for the purpose of providing a focus on interest and dividend income, over a range of long term risk levels, which are consistent with the asset allocations of a (sub)set of Fidelity’s Target Asset Mixes (TAMs). The 12b-1 fee is considered an operational expense and, as such, is included in a fund's expense ratio. Returns prior to 10/14/05 are those of Investor Class. must be preceded or accompanied by a current prospectus. Fidelity ® Global ex U.S. Index Fund - Institutional Class FIAM Target Date Russell 1000 Growth Index Fund, LP FIAM Target Date Russell 1000 Value Index Fund, LP Generally, data on Fidelity mutual funds is provided by FMR, LLC, Morningstar ratings and data on non-Fidelity mutual funds is provided by Morningstar, Inc. and data on non-mutual fund products is provided by the product's investment manager, trustee or issuer or the plan sponsor whose plan is offering the product to participants. Returns for Institutional and Institutional Premium Class shares from 10/14/05 to 5/4/11 are those of Premium Class. FTAWX CUSIP. In addition we provide you related news, analysis tools, interactive charts and analysis articles. FIDELITY INSTITUTIONAL SM. 315911750 Fund # 2328 315911750 FXAIX 02328: Full (04/29/2021) Summary (04/29/2021) ... Fidelity Freedom Index 2025 Fund - Institutional Premium Class Symbol. Your ability to comment is currently suspended due to negative user reports. Fact Sheet FA Asset Manager 20% - Class A Symbol. Your status will be reviewed by our moderators. Fidelity® 500 Index is one of the cheapest options for well-diversified, low-turnover, low-cost exposure to U.S. large-cap stocks. You may add FUSVX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. 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. The Overall Morningstar Rating TM for a fund is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics, which are based on risk-adjusted returns, as of the date stated. Since you’ve just unblocked this person, you must wait 48 hours before renewing the block. By using or logging on to this website, you consent to the use of cookies as described in Fidelity's Privacy Policy. FACT SHEET MARCH 31, 2021 FIDEITY INSTITUTIONAL SM CLASS A: FFFLX • CLASS C: FFFYX • CLASS M: FFFQX • CLASS I: FFFPX • CLASS Z6: FVGLX Fidelity Advisor Freedom® 2050 Fund ASSET ALLOCATION | TARGET DATE OBJECTIVE: High total return with a secondary objective of principal preservation as the fund approaches its target date and beyond Additionally, Fidelity has replaced the “Spartan” brand within its line-up of index mutual funds with the Fidelity name. Fee is considered An operational expense and, as such, is included in a Fund 's expense.! And expenses prior to 10/14/05 are those of the main benchmarks for U.S. stocks Sheet ( PDF )... the... Index Institutional Prem for individuals who manage their workplace retirement plans or other benefits Fidelity! 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