Fidelity 500 Index Fund Quote

FXAIX Fund  USD 182.95  0.21  0.11%   

Performance

18 of 100

 
Low
 
High
Solid

Odds Of Distress

Less than 32

 
100  
 
Zero
Below Average
Fidelity 500 is trading at 182.95 as of the 29th of March 2024; that is 0.11 percent increase since the beginning of the trading day. The fund's open price was 182.74. Fidelity 500 has about a 32 percent probability of financial distress in the next few years of operation but had a somewhat solid performance during the last 90 days. Equity ratings for Fidelity 500 Index are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of February 2024 and ending today, the 29th of March 2024. Click here to learn more.
The fund normally invests at least 80 percent of assets in common stocks included in the SP 500 Index, which broadly represents the performance of common stocks publicly traded in the United States. It lends securities to earn income. More on Fidelity 500 Index

Moving together with Fidelity Mutual Fund

  0.98STFGX State Farm GrowthPairCorr
  0.72FGWMX Fidelity New MarketsPairCorr
  0.72FGVMX Fidelity New MarketsPairCorr
  0.96FYMIX Fidelity Advisor SusPairCorr
  0.68FGYMX Fidelity New MarketsPairCorr
  0.96FYMMX Fidelity Advisor SusPairCorr
  0.96FYMRX Fidelity SustainablePairCorr

Fidelity Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Fidelity 500's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Fidelity 500 or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund ConcentrationFidelity Investments Funds, Large Growth Funds, Large Blend Funds, Large Blend, Fidelity Investments, Large Blend, Large Blend (View all Sectors)
Update Date31st of March 2024
Expense Ratio Date3rd of May 2023
Fiscal Year EndFebruary
Fidelity 500 Index [FXAIX] is traded in USA and was established 29th of March 2024. Fidelity 500 is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Fidelity Investments family. This fund currently has accumulated 420.61 B in assets under management (AUM) with no minimum investment requirementsFidelity 500 Index is currently producing year-to-date (YTD) return of 10.11% with the current yeild of 0.01%, while the total return for the last 3 years was 11.65%.
Check Fidelity 500 Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Fidelity Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Fidelity Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Fidelity 500 Index Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Fidelity 500 Index Mutual Fund Constituents

AAPLApple IncStockInformation Technology
AMZNAmazon IncStockConsumer Discretionary
FBMeta PlatformsStockInternet Content & Information
GOOGAlphabet Class CStockCommunication Services
GOOGLAlphabet Class AStockCommunication Services
JNJJohnson JohnsonStockHealth Care
JPMJPMorgan Chase CoStockFinancials
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Fidelity 500 Target Price Odds Analysis

Based on a normal probability distribution, the odds of Fidelity 500 jumping above the current price in 90 days from now is nearly 4.81%. The Fidelity 500 Index probability density function shows the probability of Fidelity 500 mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Fidelity 500 has a beta of 0.9994. This usually indicates Fidelity 500 Index market returns are sensitive to returns on the market. As the market goes up or down, Fidelity 500 is expected to follow. Additionally, fidelity 500 Index has an alpha of 0.0247, implying that it can generate a 0.0247 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 182.95HorizonTargetOdds Above 182.95
95.10%90 days
 182.95 
4.81%
Based on a normal probability distribution, the odds of Fidelity 500 to move above the current price in 90 days from now is nearly 4.81 (This Fidelity 500 Index probability density function shows the probability of Fidelity Mutual Fund to fall within a particular range of prices over 90 days) .

Fidelity 500 Top Holders

PFFFXPfg Fidelity InstitutionalMutual FundWorld Large-Stock Blend
FFNOXFidelity Four In One IndexMutual FundAllocation--70% to 85% Equity
EVAGXEvaluator Aggressive RmsMutual FundAllocation--85%+ Equity
EVFGXEvaluator Aggressive RmsMutual FundAllocation--85%+ Equity
EVFMXEvaluator Moderate RmsMutual FundAllocation--50% to 70% Equity
EVGLXEvaluator Growth RmsMutual FundAllocation--70% to 85% Equity
EVGRXEvaluator Growth RmsMutual FundAllocation--70% to 85% Equity
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Fidelity 500 Index Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Fidelity 500 market risk premium is the additional return an investor will receive from holding Fidelity 500 long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Fidelity 500. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Fidelity 500's alpha and beta are two of the key measurements used to evaluate Fidelity 500's performance over the market, the standard measures of volatility play an important role as well.

Fidelity 500 Against Markets

Picking the right benchmark for Fidelity 500 mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Fidelity 500 mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Fidelity 500 is critical whether you are bullish or bearish towards Fidelity 500 Index at a given time. Please also check how Fidelity 500's historical prices are related to one of the top price index indicators.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Fidelity 500 without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy Fidelity Mutual Fund?

Before investing in Fidelity 500, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Fidelity 500. To buy Fidelity 500 fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of Fidelity 500. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase Fidelity 500 fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located Fidelity 500 Index fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased Fidelity 500 Index fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Fidelity 500 Index, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in Fidelity 500 Index?

The danger of trading Fidelity 500 Index is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Fidelity 500 is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Fidelity 500. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Fidelity 500 Index is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Fidelity 500 Index. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product.
You can also try the Portfolio Anywhere module to track or share privately all of your investments from the convenience of any device.

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When running Fidelity 500's price analysis, check to measure Fidelity 500's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Fidelity 500 is operating at the current time. Most of Fidelity 500's value examination focuses on studying past and present price action to predict the probability of Fidelity 500's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Fidelity 500's price. Additionally, you may evaluate how the addition of Fidelity 500 to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Fidelity 500's value and its price as these two are different measures arrived at by different means. Investors typically determine if Fidelity 500 is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Fidelity 500's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.