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Fidelity 500 Index (FXAIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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182.95+0.21 (+0.11%)
At close: 05:16PM EDT

Fidelity 500 Index

Boston, MA 02109

82 Devonshire Street

Fidelity Concord Street Trust

Management Information
,Lead Manager since December 30, 2016
Robert Regan is a Portfolio Manager. He has been with Geode since 2016. Prior to joining Geode, Mr. Regan was a Senior Implementation Portfolio Manager at State Street Global Advisors from 2008 to 2016. Previously, Mr. Regan was employed by PanAgora Asset Management from 1997 to 2008, most recently as a Portfolio Manager. Mr. Regan began his career at Investors Bank and Trust.
Morningstar Style Box
Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.
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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 Assets515.22B
YTD Return7.11%
Yield1.35%
Morningstar Rating★★★★★
Inception DateMay 3, 2011

Fund Operations

Last Dividend2.40
Last Cap Gain39.00
Holdings Turnover3.00%
Average for CategoryN/A

Fees & Expenses

ExpenseFXAIXCategory Average
Annual Report Expense Ratio (net)0.01%0.84%
Prospectus Net Expense Ratio0.01%N/A
Prospectus Gross Expense Ratio0.01%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.18%
Max Deferred Sales LoadN/A1.28%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A