- What does FUSVX invest in?
- 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.
- What is the expense ratio of FUSVX?
- An expense ratio for Fidelity 500 Index Premium (FUSVX) is not available from our data sources — neither our market-data feed nor the SEC's structured prospectus and annual-report datasets report one for this share class. The fund's prospectus on the issuer's site carries the authoritative fee.
- How big is FUSVX?
- Fidelity 500 Index Premium (FUSVX) manages $156.98B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is FUSVX actively managed or an index fund?
- FUSVX is a passive index fund — it tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios because there's no security selection cost.
- When was FUSVX launched?
- Fidelity 500 Index Premium (FUSVX) launched in September 2004 and is managed by Fidelity.
- How has FUSVX performed?
- FUSVX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
