Fidelity Spartan 500 Index Investor
82 Devonshire St Mailzone Z1c Boston MA 02109
Map
Phone: 800-544-9797
| Category: | Large Blend | | Fund Family: | Fidelity Investments | | Net Assets: | 6.55B | | Year-to-Date Return: | 19.31% | | Yield: | 2.43% | | Morningstar Rating: |  | | Fund Inception Date: | 06-Mar-90 |
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Jeffrey Adams
Lead Manager since
31-Jan-04 | | | Adams has been a senior portfolio manager with Geode Capital Management, LLC since 2003. He has oversight responsibility for all index funds managed by Geode and is responsible for quantitative research and new product development. Prior to that, he was a principal of State Street Global Advisors and has served as a senior portfolio manager for over seven years before joining Geode. |
| Min Initial Investment: | $10,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks results corresponding with the total return of common stocks represented by the S&P 500 index while keeping transaction costs and other expenses low. The fund normally invests at least 80% of assets in common stocks included in the S&P 500. It may lend securities to earn income for the fund. |
| Last Dividend
(12-Jun-09):
| 0.51 | | Last Cap Gain
(21-Dec-07):
| 0.13 | | Annual Holdings Turnover
| 6.00% | | Average for Category:
| 70.87% |
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| Expense | FSMKX | Category
Avg | | Total Expense Ratio: | 0.10%
| 1.09% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.59% | | 3 Yr Expense Projection*: |
$ 32 | $774 | | 5 Yr Expense Projection*: |
$ 56 | $1,287 | | 10 Yr Expense Projection*: |
$ 128 | $2,366 |
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2.03% Nasdaq 
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