Mutual Fund Insights: Fidelity Series 100 Index Fund (FOHIX)

In-depth Analysis of Fidelity Series 100 Index Fund (FOHIX)

3 months 6 months 1 year 3 year 5 year

See Fidelity Series 100 Index Fund (FOHIX) performance details as of January 31, 2010

  

Last Trade: $8.25 on 3/17/2010, Change: +0.03 (0.36%)

Experiment our closing price forecasting tool for Fidelity Series 100 Index Fund (FOHIX) (alpha release)

  

Fund Manager - Jeffrey Adams

Fund Manager Tenure: 3.0 years
Fundmojo Fund Grade: D (Score: 0.47)     (What does this score mean?)

Adams has been a Senior Portfolio Manager with Geode since 2003. He has oversight responsibility for all index funds managed by Geode and is responsible for quantitative research and new product development. Adams was employed by State Street Global Advisors from June 1989 to June 2003 where he served as a Portfolio Manager for over seven years before joining Geode, a vice president of US Active Equities.  Get more insights on Jeffrey Adams

  

 What we like about Fidelity Series 100 Index Fund (FOHIX)

Data for Fidelity Series 100 Index Fund (FOHIX) as of January 31, 2010

• Fidelity Series 100 Index Fund (FOHIX) has an annual stock turnover rate of 18.00% vs Large Blend average of 80.36%. It is good that Fidelity Series 100 Index management does not trade extensively for its return.
• Fidelity Series 100 Index Fund (FOHIX) has a lower management fee than its Large Blend average: 0.20% vs 1.10%
• Fidelity Series 100 Index Fund (FOHIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about Fidelity Series 100 Index Fund (FOHIX)

Data for Fidelity Series 100 Index Fund (FOHIX) as of January 31, 2010

• Fidelity Series 100 Index Fund (FOHIX) management has been with Fidelity Series 100 Index Fund for only 3.0 years, it is hard to judge manager's ability based on this fund's operation record
• Fidelity Series 100 Index Fund (FOHIX) has a less-than-ideal short-term performance (1-year return 29.75% vs 34.15% Large Blend category average)
• Fidelity Series 100 Index Fund (FOHIX) ratio of up-years vs down years can be improved
• Fidelity Series 100 Index Fund (FOHIX) is less safe compared to its Large Blend peers

See Fidelity Series 100 Index Fund (FOHIX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Large Blend category?

Below are some additional Large Blend mutual funds generated out of our database

• AIM Charter A (CHTRX)    [ Compare with Fidelity Series 100 Index Fund (FOHIX) ]
• American Funds Fundamental Invs 529F (CFNFX)    [ Compare with Fidelity Series 100 Index Fund (FOHIX) ]
• BBH Core Select N (BBTEX)    [ Compare with Fidelity Series 100 Index Fund (FOHIX) ]
• See top fund managers for Large Blend Category Funds
• Browse other funds in Large Blend Category

  

Fidelity Series 100 Index Fund (FOHIX) Net Asset

Track net asset change of Fidelity Series 100 Index fund (FOHIX)

Date	Net Asset
01/2010	$5.70B
11/2009	$5.89B
10/2009	$5.63B

More historic net asset information on Fidelity Series 100 Index Fund (FOHIX)

  

Fidelity Series 100 Index Fund (FOHIX) Portfolio Allocation

Track portfolio allocation change of Fidelity Series 100 Index fund (FOHIX)

Date	Cash	Stock	Bond	Other
10/2009	1.1%	98.9%	0%	0%
09/2009	1.28%	98.72%	0%	0%
08/2009	1.37%	98.63%	0%	0%

Click here to see more historic asset allocation information on Fidelity Series 100 Index Fund (FOHIX)

  

Most Recent Top 10 Holdings in Fidelity Series 100 Index Fund (FOHIX)

Discover what Fidelity Series 100 Index Fund (FOHIX) manager is buying

31-Oct-09 EXXON MOBIL CP [5.74%] Microsoft Corporation [3.58%] PROCTER GAMBLE CO [2.82%] Apple Inc. [2.81%] JP MORGAN CHASE CO [2.74%] JOHNSON AND JOHNS DC [2.71%] INTL BUSINESS MACH [2.63%] CHEVRON CORP [2.56%] GEN ELECTRIC CO [2.52%] AT&T INC. [2.52%]

30-Sep-09 EXXON MOBIL CP [5.42%] Microsoft Corporation [3.3%] GEN ELECTRIC CO [2.87%] JP MORGAN CHASE CO [2.83%] PROCTER GAMBLE CO [2.78%] JOHNSON AND JOHNS DC [2.76%] Apple Inc. [2.73%] AT&T INC. [2.62%] INTL BUSINESS MACH [2.58%] BK OF AMERICA CP [2.4%]

31-Aug-09 EXXON MOBIL CP [5.68%] Microsoft Corporation [3.18%] JP MORGAN CHASE CO [2.86%] JOHNSON AND JOHNS DC [2.81%] PROCTER GAMBLE CO [2.66%] INTL BUSINESS MACH [2.63%] AT&T INC. [2.59%] BK OF AMERICA CP [2.56%] Apple Inc. [2.53%] GEN ELECTRIC CO [2.48%]

Click here for Stock Holding Change Map in Fidelity Series 100 Index Fund (FOHIX)

  

Related books and products to Fidelity Series 100 Index Fund (FOHIX)

  

Latest News on Fidelity Series 100 Index (FOHIX)

See what is happening with Fidelity Series 100 Index Fund (FOHIX)

Yahoo! Finance: RSS feed not found See more news on Fidelity Series 100 Index Fund (FOHIX)

 

Books and Resources

 

 

See more information on Fidelity Series 100 Index Fund (FOHIX)

• Fidelity Series 100 Index Fund Insights
• Fidelity Series 100 Index Fund Performance Data
• Fidelity Series 100 Index Fund News
• Fidelity Series 100 Index Fund Score Explaination
• Fidelity Series 100 Index Fund Manager Information
• Historic Fidelity Series 100 Index Fund Asset Allocation Report
• Historic Fidelity Series 100 Index Fund Top 10 Holding Tracking
• Historic Fidelity Series 100 Index Fund Asset Under Management Tracking