4 / 5 Stars
4 5 3 5 2
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#21 in Large Growth
U.S. News evaluated 463 Large Growth 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 33.25 percent over the past year, 17.25 percent over the past three years, 19.00 percent over the past five years, and 8.05 percent over the past decade.
|Trailing Returns||Updated 10.31.2013|
|Year to date||30.9%|
|3 Years (Annualized)||17.3%|
|5 Years (Annualized)||19.0%|
|10 Years (Annualized)||8.1%|
The investment seeks to provide investment returns that closely correspond to the price and yield performance of the Nasdaq Composite Index®. The fund normally invests at least 80% of assets in common stocks included in the index. It uses statistical sampling techniques that take into account such factors as capitalization, industry exposures, dividend yield, price/earnings (P/E) ratio, price/book (P/B) ratio, and earnings growth to create a portfolio of securities listed in the index that have a similar investment profile to the entire index. The fund lends securities to earn income for the fund.
Fees are Average compared to funds in the same category.
Fidelity NASDAQ Composite Index Fund has an expense ratio of 0.35 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.