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Fidelity Spartan 500 Index Inv (FUSEX)

71.28 Up 0.24(0.34%) Aug 29

Profile as of Jul 30, 2014Get Profile for:
Fidelity Spartan 500 Index Inv
Fidelity Concord Street Trust82 Devonshire StreetBoston, MA 02109
Phone: 800-544-8544
Fund Overview 
Category:Large Blend
Fund Family:Fidelity Investments
Net Assets:75.15B
Year-to-Date Return:5.60%
Morningstar Rating:4 stars
Fund Inception Date:Feb 17, 1988
Morningstar Style Box 
Large Blend
[View Category Definition]
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About the Morningstar Style Box
Management Information 
Jeffrey Adams
Lead Manager since Mar 1, 2005
Adams has been a Senior Portfolio Manager with Geode since 2003. He has oversight responsibility for all index funds managed by Geode and is responsible for quantitative research and new product development. Adams was employed by State Street Global Advisors from June 1989 to June 2003 where he served as a Portfolio Manager for over seven years before joining Geode, a vice president of US Active Equities.
Investment Information 
Min Initial Investment:2,500
Min Initial Investment, IRA:500
Min Initial Investment, AIP:2,500
Min Subsequent Investment:N/A
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:200
FUSEX can be purchased from 99 brokerages.

Fund Summary 
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.

Fund Operations 
Last Dividend (Jul 2, 2014) : 0.32
Last Cap Gain : 0.00
Annual Holdings Turnover (Aug 27, 2014) : 4.00%
Average for Category:41.86%
Fees & Expenses 
ExpenseFUSEXCategory Avg
Annual Report Expense Ratio (net):0.10%1.08%
Prospectus Net Expense Ratio:0.10%N/A
Prospectus Gross Expense Ratio:0.10%N/A
Max 12b1 Fee:N/AN/A
Max Front End Sales Load:N/A5.27%
Max Deferred Sales Load: N/A2.19%
3 Yr Expense Projection*:32577
5 Yr Expense Projection*:56922
10 Yr Expense Projection*:1281,884
* Per $10,000 invested