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Fidelity Spartan 500 Index Advtg (FUSVX) Fund Ranking and Research

Ranking, Research and Recommendation of Fidelity Spartan 500 Index Advtg (FUSVX) Fund

    Last Trade: $84.73 on 5/26/2017, Change: +0.04 (0.05%)

 

Graph of Fidelity Spartan 500 Index Advtg Fund (FUSVX) ManagerFund Manager - Louis Bottari

Fund Manager Information

Fund Manager Tenure: 8.3 years
Similar Funds: FUSEX 
Fund Family: Fidelity Investments
Fund Category: Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.73)     (What does this score mean?)

 

Graph of Fidelity Spartan 500 Index Advtg Fund (FUSVX) ProfileFidelity Spartan 500 Index Advtg Fund (FUSVX) Profile

Fund Profile and Description

Fidelity Spartan 500 Index Advtg Fund seeks to provide investment results that correspond to the total return performance of common stocks publicly traded in the U.S. Fidelity Spartan 500 Index Advtg Fund normally invests at least 80% of assets in common stocks included in the Standard & Poor's 500 index, which broadly represents the performance of common stocks publicly traded in the U.S. In addition, the fund lends securities to earn income.

 

Fidelity Spartan 500 Index Advtg (FUSVX) Fund Strength What we like about Fidelity Spartan 500 Index Advtg (FUSVX) Fund

Data for Fidelity Spartan 500 Index Advtg Fund (FUSVX) as of May 30, 2016

  • Fidelity Spartan 500 Index Advtg Fund (FUSVX) management has been with Fidelity Spartan 500 Index Advtg Fund for 8.3 years
  • Fidelity Spartan 500 Index Advtg Fund (FUSVX) has good short-term performance (1-year return 1.69% vs -1.15% Large Blend category median performance)
  • Fidelity Spartan 500 Index Advtg Fund (FUSVX) has good mid-term performance (3-year return 11.01% vs 9.43% Large Blend category median performance)
  • Fidelity Spartan 500 Index Advtg Fund (FUSVX) has good Long-term performance (5-year return 11.62% vs 10.15% Large Blend category median performance)
  • Fidelity Spartan 500 Index Advtg Fund (FUSVX) ratio of up-years vs down years is greater than 2
  • Fidelity Spartan 500 Index Advtg Fund (FUSVX) has a Morningstar rating of 4 and above
  • Asset base in Fidelity Spartan 500 Index Advtg Fund (FUSVX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Fidelity Spartan 500 Index Advtg Fund (FUSVX) has an annual stock turnover rate of 5.00% vs Large Blend average of 53.12%. It is good that Fidelity Spartan 500 Index Advtg management does not trade extensively for its return.
  • Fidelity Spartan 500 Index Advtg Fund (FUSVX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.33, lower than category average of 11.67
  • Fidelity Spartan 500 Index Advtg Fund (FUSVX) has a lower expense ratio than its Large Blend average: 0.05% vs 1.02%
  • Fidelity Spartan 500 Index Advtg Fund (FUSVX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Fidelity Spartan 500 Index Advtg Fund (FUSVX) Weakness What we are cautious about Fidelity Spartan 500 Index Advtg (FUSVX) Fund

Data for Fidelity Spartan 500 Index Advtg Fund (FUSVX) as of May 30, 2016

  • Fidelity Spartan 500 Index Advtg Fund (FUSVX) is less safe compared to its Large Blend peers
See Fidelity Spartan 500 Index Advtg Fund (FUSVX) performance details as of May 30, 2016

 

What do you think?

 

Compare Fidelity Spartan 500 Index Advtg Fund (FUSVX)Compare with other top Large Blend category mutual funds

Aadditional top Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Fidelity Spartan 500 Index Advtg3.551.6911.0111.62
Bright Rock Quality Large Cap Instl (BQLCX)7.755.9810.4611.67Compare
Voya Russell Large Cap Index Port S2 (IRLUX)2.551.2910.3911.09Compare
INTECH US Mgd Volatility T (JRSTX)4.122.8710.5311.53Compare

See top fund managers for Large Blend Category Funds

 

Compare Fidelity Spartan 500 Index Advtg Fund (FUSVX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim Russell Top 50 Mega Cap ETF (XLG)3.23%4.23%10.80%
ProShares Large Cap Core Plus (CSM)4.27%2.27%11.72%
iShares Russell Top 200 (IWL)2.28%1.75%11.00%
Vanguard Mega Cap ETF (MGC)3.22%1.57%10.85%
iShares Core S&P 500 (IVV)3.54%1.57%10.97%

 

Graph of Fidelity Spartan 500 Index Advtg Fund (FUSVX) Net Asset TrackingFidelity Spartan 500 Index Advtg (FUSVX) Fund Net Asset

Track net asset change of Fidelity Spartan 500 Index Advtg fund (FUSVX)

DateNet Asset
05/2016$96.36B
03/2016$93.56B
02/2016$87.37B
More historic net asset information on Fidelity Spartan 500 Index Advtg Fund (FUSVX)

  

Graph of Fidelity Spartan 500 Index Advtg Fund (FUSVX) Portfolio TrackingFidelity Spartan 500 Index Advtg (FUSVX) Fund Portfolio Allocation

Track portfolio allocation change of Fidelity Spartan 500 Index Advtg fund (FUSVX)

DateCashStockBondOther
04/20161.55%98.45%0%0%
02/20161.48%98.52%0%0%
01/20161.39%98.61%0%0%
Click here to see more historic asset allocation information on Fidelity Spartan 500 Index Advtg Fund (FUSVX)

 

graph of Fidelity Spartan 500 Index Advtg Fund (FUSVX) Top 10 Position TrackingTop 10 Holdings in Fidelity Spartan 500 Index Advtg (FUSVX) Fund

Discover what Fidelity Spartan 500 Index Advtg Fund (FUSVX) manager is buying

Apr 29, 2016
Apple Inc. [2.81%]
Microsoft Corporation [2.13%]
Exxon Mobil Corporation Common [1.98%]
Johnson & Johnson Common Stock [1.67%]
General Electric Company Common [1.55%]
Berkshire Hathaway Inc B [1.47%]
Facebook, Inc. [1.46%]
Amazon.com, Inc. [1.37%]
AT&T Inc. [1.29%]
JP Morgan Chase & Co. Common St [1.25%]

Feb 28, 2016
Apple Inc. [3.09%]
Microsoft Corporation [2.33%]
Exxon Mobil Corporation Common [1.91%]
Johnson & Johnson Common Stock [1.67%]
General Electric Company Common [1.57%]
S&P 500 Fut Mar16 Sph6 [1.5%]
Berkshire Hathaway Inc B [1.44%]
Facebook, Inc. [1.39%]
AT&T Inc. [1.3%]
Procter & Gamble Company (The) [1.25%]

Jan 30, 2016
Apple Inc. [3.1%]
Microsoft Corporation [2.51%]
Exxon Mobil Corporation Common [1.85%]
Johnson & Johnson Common Stock [1.65%]
General Electric Company Common [1.57%]
Facebook, Inc. [1.45%]
S&P 500 Fut Mar16 Sph6 [1.43%]
Berkshire Hathaway Inc B [1.39%]
Wells Fargo & Company Common St [1.33%]
Amazon.com, Inc. [1.29%]
Click here for Stock Holding Change Map in Fidelity Spartan 500 Index Advtg Fund (FUSVX)

  

Latest News on Fidelity Spartan 500 Index Advtg (FUSVX) Fund

See what is happening with Fidelity Spartan 500 Index Advtg Fund (FUSVX)

 

Fidelity Spartan 500 Index Advtg Fund (FUSVX) Related ResourcesSee more information on Fidelity Spartan 500 Index Advtg (FUSVX) Fund

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