Fidelity Spartan® 500 Index Inv
(FUSEX)
US Markets Open
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67.59
+0.61
+0.91%
:

Previous Close

66.98

Net Assets

6.43B

Yield

1.76%

Front load

None

Expenses

0.10%

Category

Large Blend

Morningstar Risk

Average

Morningstar Rating ★★★★
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Performance
Returns %
Key statistics
  • Composition
  • Performance
  • Top Holdings
  • Top Rated Funds
  • Fund vs. Category
Quarterly Returns
  • Annual

  • FUSEX

  • Category

    • 2013

    • 32.25%

    • -

    • 2012

    • 15.93%

    • -

    • 2011

    • 2.03%

    • -

    • 2010

    • 14.98%

    • -

    • 2013

    • 2012

    • 2011

      • Q1

      • 10.58%

      • 12.56%

      • 5.91%

      • Q2

      • 2.88%

      • -2.77%

      • 0.08%

      • Q3

      • 5.23%

      • 6.34%

      • -13.89%

      • Q4

      • 10.48%

      • -0.39%

      • 11.79%

      Composition
      Sector Weightings
      Equity Investment Style
      The two dimensions of the Fund Style box measure the average size of companies that have been in the FUND, from the top to bottom, and the average valuation characteristics of the FUND's past stock holdings, from left to right.
      • Name

      • % Portfolio Weight

      • Shares Held

      • Change

        • Apple Inc

        • 3.36

        • 26,148,108

        • 35,551

        • Exxon Mobil Corporation

        • 2.32

        • 18,622,882

        • 25,319

        • Microsoft Corp

        • 1.85

        • 32,597,932

        • 44,320

        • S&P 500 Index Future Sept14

        • 1.73

        • 2,754

        • 1,021

        • Johnson & Johnson

        • 1.59

        • 12,268,606

        • 16,680

        • General Electric Co

        • 1.41

        • 43,486,162

        • 59,123

        • Berkshire Hathaway Inc Class B

        • 1.34

        • 7,808,007

        • 10,616

        • Wells Fargo & Co

        • 1.34

        • 20,785,355

        • 28,260

        • Chevron Corp

        • 1.34

        • 8,255,322

        • 11,224

        • JPMorgan Chase & Co

        • 1.22

        • 16,412,694

        • 22,314

        • Name

        • Rating

        • YTD Return %

          • JPMorgan US Equity Sel

          • ★★★★★
          • 3.89

          • USA Mutuals Barrier Investor

          • ★★★★★
          • -0.63

          • PIMCO StocksPLUS Absolute Return D

          • ★★★★★
          • 5.17

          • PIMCO StocksPLUS Absolute Return C

          • ★★★★★
          • 4.45

          • MassMutual Select Focused Value R3

          • ★★★★★
          • 0.67

          • JPMorgan Disciplined Equity R6

          • ★★★★★
          • 5.62

          • PIMCO StocksPLUS Absolute Return Instl

          • ★★★★★
          • 5.53

          • PIMCO StocksPLUS Absolute Return B

          • ★★★★★
          • 4.59

          • JPMorgan US Equity A Load Waived

          • ★★★★★
          • 3.76

          • Fidelity Advisor® Large Cap A LW

          • ★★★★★
          • 3.25

          • Name

          • FUSEX

          • Category

            • Expense Ratio

            • 0.10%

            • 1.09%

            • Net Assets

            • 6.43B

            • 1.04B

            • Dividend Yield

            • 2.27%

            • 2.38

            • Price/Book

            • 2.43

            • 2.51

            • Price/Sales

            • 1.72

            • 1.86

            • Price/Cash Flow

            • 7.60

            • 5.67

            Profile

            Name of Issuer

            Fidelity Investments

            Fund Style

            Open

            Fund Manager

            Patrick Waddell

            Investment Style

            Large Blend

            The investment seeks to provide investment results that correspond to the total return performance of common stocks publicly traded in the United States. 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. It lends securities to earn income.

            Purchase Information

            Initial Purchase 2,500
            Initial Purchase: IRA 500
            Initial Purchase: AIP 2,500
            Front load None
            Back Load None

            Inception

            2/17/1988