FXAIX - Fidelity 500 Index Fund

Nasdaq - Nasdaq Delayed Price. Currency in USD

Fidelity 500 Index Fund

Fidelity Concord Street Trust

82 Devonshire Street

Boston, MA 02109

800-835-5092
Management Information
Louis Bottari,Lead Manager since January 30, 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.

Fund Overview

CategoryLarge Blend
Fund FamilyFidelity Investments
Net Assets198.29B
YTD Return18.54%
Yield1.80%
Morningstar Rating★★★★
Inception DateMay 3, 2011

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover4.00%
Average for CategoryN/A

Fees & Expenses

ExpenseFXAIXCategory Average
Annual Report Expense Ratio (net)0.01%0.95%
Prospectus Net Expense Ratio0.01%N/A
Prospectus Gross Expense Ratio0.01%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.23%
Max Deferred Sales LoadN/A1.38%
3 Yr Expense Projection5N/A
5 Yr Expense Projection8N/A
10 Yr Expense Projection19N/A