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    Fidelity Spartan 500 Index Inv (FUSEX)

    74.93 Down 0.10(0.13%) Feb 26

    Profile as of Jan 30, 2015Get Profile for:
    Fidelity Spartan 500 Index Inv
    Fidelity Concord Street Trust82 Devonshire StreetBoston, MA 02109
    Map
    Phone: 800-544-8544
    Fund Overview 
    Category:Large Blend
    Fund Family:Fidelity Investments
    Net Assets:83.35B
    Year-to-Date Return:-3.01%
    Yield:1.85%
    Morningstar Rating:4 stars
    Fund Inception Date:Feb 17, 1988
    Morningstar Style Box 
    Large Blend
    [View Category Definition]
    View Top Large Blend Funds
    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 (Dec 18, 2014) : 0.39
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Feb 24, 2015) : 4.00%
    Average for Category:46.62%
    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/A5.28%
    Max Deferred Sales Load: N/A2.17%
    3 Yr Expense Projection*:32521
    5 Yr Expense Projection*:56817
    10 Yr Expense Projection*:1281,650
    * Per $10,000 invested