Fidelity 500 Index is one of the cheapest options for well-diversified, low-turnover, low-cost exposure to U.S. large-cap stocks. These considerations earn it a Morningstar Analyst Rating of Gold.
Will FXAIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FXAIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the FXAIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of FXAIX’s parent organization’s priorities and whether they’re in line with investors’ interests.