Which Fidelity mutual funds outperform the S&P 500?
Over the most recent year-to-date, one-, three-, five- and 10-year periods, FLCEX has outperformed the S&P 500, despite a sustained turnover ratio above 80%.
All but three, that is. The market beaters— Fidelity Growth Company (ticker: FDGRX), Vanguard Dividend Growth (VDIGX), and T. Rowe Price Mid-Cap Growth (RPMGX)—are also topping the S&P 500 over the past one and five years.
FUND INFORMATION
Fidelity® 500 Index Fund is a diversified domestic large-cap equity strategy that seeks to closely track the returns and characteristics of the S&P 500® index. The S&P 500® is a market-capitalization-weighted index designed to measure the performance of 500 large-cap U.S. companies.
- Average annual returns. -20.34% year to date. -7.11% one year. 10.66% three years.
- Expense ratio: 0.11%
- Average risk (5 on a scale of 1 to 10)
Fidelity Balanced Fund (FBALX) While no mutual fund is risk-free, one of the safest Fidelity mutual funds is this balanced fund. About 60% of its holdings are in stocks, with the rest in bonds and other debt securities.
Is Fidelity Contrafund Still Good? The Fidelity Contrafund is still actively managed by William Danoff, who has run the fund since September 1990. The fund holds mainly large U.S. equities across several sectors, including well-established companies like Amazon, Apple, and Berkshire Hathaway.
- The Best Fidelity Mutual Funds of September 2022.
- Fidelity Large Cap Core Enhanced Index Fund (FLCEX)
- Fidelity Growth and Income Portfolio (FGRIX)
- Fidelity Low Priced Stock Fund (FLPSX)
- Best Low-Cost Mutual Fund.
- Best Conservative Fixed-Income Mutual Fund.
- Best Balanced Mutual Fund.
About FXAIX
The Fidelity 500 Index Fund tracks the S&P 500 index, one of the main benchmarks for U.S. stocks.
Fidelity 500 Index Fund (FXAIX)
FXAIX posts returns that have historically outperformed its benchmark index, and it offers a 1.56% dividend yield that's pretty competitive.
As its name suggests, the Vanguard S&P 500 tracks the S&P 500 index, and it's one of the largest funds on the market with hundreds of billions in the fund. This ETF began trading in 2010, and it's backed by Vanguard, one of the powerhouses of the fund industry. Expense ratio: 0.03 percent.
How do I get S&P 500 on Fidelity?
How to Invest in S&P 500 Index Funds - Fidelity Investments - YouTube
