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Fidelity 500 Index Investor (FUSEX)

YHD - YHD Delayed price. Currency in USD
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95.26-0.59 (-0.62%)
At close: 06:07PM EDT

Fidelity 500 Index Investor

Fidelity Concord Street Trust

82 Devonshire Street

Boston, MA 02109

800-544-8544
Management information
Louis Bottari,Lead manager since 30 January 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. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryLarge Blend
Fund familyFidelity Investments
Net assets156.98B
YTD return2.94%
Yield1.79%
Morningstar rating★★★★
Inception date16 Feb 1988

Fund operations

Last dividend0.00
Last cap gain0.00
Holdings turnover4.00%
Average for categoryN/A

Fees and expenses

ExpenseFUSEXCategory average
Annual report expense ratio (net)0.09%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 projection29N/A
5-yr expense projection51N/A
10-yr expense projection115N/A