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This is a list of with some key metrics, such as their net assets under management (in millions), 1-year return, 1-year return rank in primary category, expense ratio, and primary manager tenure. The lower the 1-year return rank in the primary category the better.
In this table you will find short term historical return data, including 1-year returns and 3-year returns on . The table also includes the 1-year and 3-year returns ranks. The lower the rank percentage the better.
This table presents long term historical returns data for . Long term includes 5-year and 10-year returns. The table also includes the 5-year and 10-year returns ranks. The lower the rank percentage the better.
This list includes all management costs and other fee information for .
This page includes relevant dividend information on .
The table below illustrates valuable information regarding the primary fund manager for . You can use this table to compare the performance of the funds with the tenure of each manager. The manager with the longest tenure in each fund is considered the primary manager.
This list includes the retirement (IRA) and standard minimum amounts required to invest in .
This list includes asset allocation proportions of the underlying holdings for .
|Fund Name||Share Class & Symbol||Primary Category||Net Assets ($M USD)||1 Year Return||1 Year Rank in Primary Category||Exp Ratio||Primary Manager Tenure (yrs)|
|Fidelity® 500 Index Fund||Other (FXAIX)||U.S. Large-Cap Blend Equity||$223,868.37||16.11%||22.14%||0.02%||10.84|
|Fidelity® Total Market Index Fund||Other (FFSMX)||U.S. Large-Cap Blend Equity||$61,246.88||9.06%||64.94%||0.02%||15.09|
|Fidelity® U.S. Bond Index Fund||Other (FUBFX)||Intermediate-Term Bond||$45,627.58||4.55%||84.92%||0.03%||4.87|
|Fidelity® International Index Fund||Inst (FSPSX)||International and Foreign Large-Cap Blend Equity||$29,079.32||12.71%||43.48%||0.05%||10.88|
|Fidelity® Extended Market Index Fund||Inst (FSMAX)||U.S. Mid-Cap Blend Equity||$24,727.20||8.72%||50.75%||0.05%||10.88|
|Fidelity® Series Total Market Index Fund||Other (FCFMX)||U.S. Large-Cap Blend Equity||$21,899.83||N/A||N/A||N/A||0.6|
|Fidelity® SAI U.S. Large Cap Index Fund||Other (FLCPX)||U.S. Large-Cap Blend Equity||$17,029.53||18.61%||8.18%||0.09%||3.83|
|Fidelity® Mid Cap Index Fund||Inst (FSMDX)||U.S. Mid-Cap Blend Equity||$12,624.70||17.38%||14.41%||0.03%||8.23|
|Fidelity® Series Global ex U.S. Index Fund||Inst (FSGEX)||International and Foreign Large-Cap Blend Equity||$12,499.67||11.63%||57.83%||0.06%||10.18|
|Fidelity® Series Inflation-Protected Bond Index Fund||Inst (FSIPX)||U.S. Investment-Grade Bond||$11,623.86||5.30%||46.43%||0.06%||5.54|
|Fidelity® Small Cap Index Fund||Inst (FSSNX)||U.S. Small-Cap Blend Equity||$10,401.92||8.71%||23.60%||0.03%||8.23|
|Fidelity® Series Bond Index Fund||Other (FIFZX)||U.S. Investment-Grade Bond||$10,336.59||N/A||N/A||0.00%||0.6|
|Fidelity® SAI U.S. Quality Index Fund||Other (FUQIX)||U.S. Large-Cap Growth Equity||$9,668.50||19.25%||21.76%||0.19%||4.15|
|Fidelity® SAI U.S. Treasury Bond Index Fund||Other (FUTBX)||Intermediate-Term Government Bond||$7,508.02||9.66%||0.93%||0.15%||3.75|
|Fidelity® NASDAQ Composite Index® Fund||No Load (FNCMX)||U.S. Large-Cap Growth Equity||$7,152.51||19.55%||19.78%||0.40%||10.84|
|Fidelity® Series Long-Term Treasury Bond Index Fund||Other (FTLTX)||Long-Term Government Bond||$7,043.79||9.13%||91.67%||0.00%||3.4|
|Fidelity® Inflation-Protected Bond Index Fund||Inst (FIPDX)||U.S. Investment-Grade Bond||$6,886.33||6.76%||29.45%||0.05%||5.54|
|Fidelity® SAI International Index Fund||Other (FIONX)||International and Foreign Large-Cap Blend Equity||$6,551.01||9.15%||77.01%||0.13%||3.9|
|Fidelity® Global ex U.S. Index Fund||Inst (FSGGX)||International and Foreign Large-Cap Blend Equity||$5,433.48||11.50%||60.47%||0.06%||8.23|
|Fidelity ZERO Total Market Index Fund||Other (FZROX)||U.S. Large-Cap Blend Equity||$4,491.66||19.55%||4.48%||0.00%||1.33|
|Fund Name||YTD||YTD Rank in Primary Category||1 Year Return||1 Year Rank in Primary Category||3 Year Return||3 Year Rank in Primary Category|
|Fund Name||5 Year Return||5 Year Rank in Primary Category||10 Year Return||10 Year Rank in Primary Category||Inception Date|
|Fund Name||Exp Ratio||Management Fee||12b-1||Admin Fee||Front Load||Deferred Load||Max Redemption Fee||Turnover|
|Fund Name||Div Yield||Last Dividend Date||Last Dividend Amount||Dividend Frequency||Net Income Ratio|
|Fund Name||YTD||Primary Manager||Start Date||Primary Manager Tenure (yrs)||Tenure Rank|
|Fund Name||IRA Minimum||Standard Minimum|
|Fund Name||Stocks||Bonds||Convertible Bonds||Preferred Stocks||Cash|