Fidelity 500 is trading at 218.77 as of the 19th of July 2025; that is 0.54 percent increase since the beginning of the trading day. The fund's open price was 217.6. Fidelity 500 has less than a 11 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 2025. 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
Fidelity 500 Index [FXAIX] is traded in USA and was established 19th of July 2025. 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 534.04 B in assets under management (AUM) with no minimum investment requirementsFidelity 500 Index is currently producing year-to-date (YTD) return of 6.91% with the current yeild of 0.01%, while the total return for the last 3 years was 19.13%.
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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.
Other Information on Investing in Fidelity Mutual Fund
Fidelity 500 financial ratios help investors to determine whether Fidelity Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Fidelity with respect to the benefits of owning Fidelity 500 security.