4 / 5 Stars
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 486 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 21.48 percent over the past year, 13.89 percent over the past three years, 19.15 percent over the past five years, and 6.78 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.5%|
|3 Years (Annualized)||13.9%|
|5 Years (Annualized)||19.2%|
|10 Years (Annualized)||6.8%|
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.
Fees are Below Average compared to funds in the same category.
Fidelity Spartan 500 Index Fund has an expense ratio of 0.04 percent.
Risk is Average compared to funds in the same category according to Morningstar.