Fidelity Sp 500 Idx;Inv (FUSEX.O)

At A Glance

You hold FUSEX.O in 0 portfolios

Net Asset Value

65.38USD

 0.44 +0.68%

04/15/2014

Category
US Diversified Equity
YTD Return (Cumulative)
 0.28%
Classification
S&P 500 Index
5 Year Return (Annualized)
 21.07%
Manager Benchmark
Lipper S&P 500 Fund IX
Lipper Leader Profile (Overall)
 
 
 
 
 

Growth of $10,000 over 10 years »

 FUSEX.O

The Growth of $10,000 chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.

Fund Profile

Fund FamilyFidelity Spartan
Inception Date02/17/1988
Portfolio Turnover4%
Dividend Yield--
Fund ManagerTeam Managed
Manager Tenure--
Fidelity Management & Research Company
245 Summer Street
Boston, MA 02210

Fees, Expenses, & Minimums

Load TypeNo load
Total Expense Ratio0.10%
Max 12b-1 Fee Ratio--
Early Redemption Fee--
Initial Investment$2,500
Subsequent Investments$0
Initial IRA Investments$2,500
Subsequent IRA Investments$0

Investment Strategy

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.

Overall Lipper Leaders Ratings & Fund Profile »

Similar
Rating/
Category
Total Return
 
123
Consistent Return
 
123
Capital Preservation
 
10722
Low Expense
 
39
Tax Efficiency (U.S. only)
 
123

About the ratings...

Total Return reflects the fund's historical total return performance relative to its peers. Consistent Return reflects the funds's historical risk-adjusted returns relative to its peers. The Capital Preservation is relative, rather that absolute...More »

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