Fidelity 500 Index Premium

Frequently Asked Questions About FUSVX

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.