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Fidelity 500 Index Premium (FUSVX)

95.27 -0.60 (-0.63%)
As of June 28 at 6:07 PM EDT. Market Open.

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.

Fidelity 500 Index Premium

Fidelity Concord Street Trust
82 Devonshire Street
800-544-8544

Fund Overview

Category Large Blend
Fund Family Fidelity Investments
Net Assets 156.98B
YTD Return 2.98%
Yield 1.84%
Morningstar Rating
Inception Date Oct 14, 2005

Fund Operations

Last Dividend 0.00
Last Cap Gain 0.00
Holdings Turnover 4.00%
Average for Category --

Fees & Expenses

Expense FUSVX Category Average
Annual Report Expense Ratio (net) 0.04% 0.84%
Prospectus Net Expense Ratio 0.01% --
Prospectus Gross Expense Ratio 0.01% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.18%
Max Deferred Sales Load -- 1.28%
3 Yr Expense Projection 11 --
5 Yr Expense Projection 20 --
10 Yr Expense Projection 45 --

Management Information

Louis Bottari, Lead Manager since January 31, 2009
Mr. Bottari has worked as an assistant portfolio manager, portfolio manager, and senior portfolio manager with Geode since May 2008. In addition to his portfolio management responsibilities, he is responsible for quantitative research and new product development. Prior to joining Geode, Bottari was employed by Fidelity in 1991 and served as an Assistant Portfolio Manager with Pyramis Global Advisors from 2005 to 2008.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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