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Study of Fidelity 500 Index Investor Fund (FUSEX)

Fidelity 500 Index Investor Fund ( FUSEX ) seeks to provide investment results that correspond to the total return performance of common stocks publicly traded in the United States. Normally investing 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. - Description provided by Fidelity.

This Large Blend product has a history of positive total returns for over 10 years. Specifically, the fund's returns over the 3, 5 year benchmarks; 3 year 10.4% and 5 year 13.6%. To see how this fund performed compared in its category, and other #1 and #2 Ranked Mutual Funds, please click here .

FUSEX's performance, as of the last filing, when compared to funds in its category was in the top 23% over the past 1 year, and in the top 4% over the past 3 years and in the top 7% over the past 5 years.

The Fidelity 500 Index Investor fund, as of the last filing, allocates their fund in top three major groups; Large Value, Large Growth and Intermediate Bond. Further, as of the last filing, Apple Inc, Microsoft Corp and Alphabet Inc were the top holdings for FUSEX.

This Zacks Rank #1 (Strong Buy) was incepted in February 1988 and is managed by Fidelity . FUSEX carries an expense ratio of 0.09% and requires a minimal initial investment of $2,500.

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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.


The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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