As the name suggests, the S&P 500 is composed of the largest 500 publicly traded companies in the U.S. FXAIX is offered by over 14,000 of the 23,000 401(k) plans on Fidelity's platform, according to the company, making it one of the most accessible Fidelity funds for retirement. The advice is provided from Fidelity Blue's buy-and-hold perspective. Completion Total Stock Market Index, which excludes companies in the S&P 500, FSMAX can be a good source of small- and mid-cap stock exposure and a nice complement to a large-cap or S&P 500 index fund. Investment Objective The investment seeks income and capital growth consistent with reasonable risk. It has an extremely low expense ratio of 0.015%, or $1.50 for every $10,000 invested annually. 10-year average annual returns: 12.08%Net expense ratio: 0.56%Risk: average versus U.S. mid-cap growth category, Fidelity Extended Market Index Fund (FSMAX). FDEGX currently has more large-caps than mid-caps in its portfolio, with its top 10 holdings being well over the $10 billion market capitalization mark. FBGRX: A Well-Rounded Growth Portfolio 10/23/20-1:51AM EST Seeking Alpha 4 Low-Carbon Mutual Funds to Help Battle Climate Change 10/19/20 … 10-year average annual returns: 11.3%Net expense ratio: 0.74%Risk: average versus U.S. real estate category. However, looking at FBGRX, the fund is also a large … Learn everything about SPDR Gold MiniShares Trust (GLDM). fbgrx: $58,746 Russell 1000 Growth The Russell 1000 ® Growth Index is an unmanaged market capitalization-weighted index of growth-oriented stocks of the largest U.S. domiciled companies that are included in the Russell 1000 Index. It has also outperformed FSKAX since 2018, when the new zero-expense ratio funds were debuted. 10-year average annual returns: 12.64%Net expense ratio: 0.015%Risk: average versus U.S. large blend category. FXAIX is offered by more than 14,000 of the 23,000 401(k) plans on Fidelity’s platform, according to the company, making it one of the most accessible Fidelity funds for retirement. Update 03/31/20: This article was published on a previous date and has been updated with new information. It also happens to be among the best performing Fidelity funds for retirement with a 10-year return of 13.54% as of Dec. 31. FBALX rounded out the past decade with a 9.56% average annual return. It beats the 13.4% annualized gain in the S&P 500, too. FZROX vs VTSAX: The hidden cost of Fidelity’s zero fee index funds. It also happens to be among the best-performing Fidelity funds for retirement with a 10-year return of 12.64% as of Feb. 29. It has taken a beating, however, down almost 24% year-to-date, which could signal a buying opportunity. It is newer, but the main thing is the expense ratio FBGRX is 0.80 and FBCGX is 0.45. FBALX invests about 40% of its portfolio in fixed-income securities like bonds. Given their their ubiquity in 401(k) plans, many savers with employer-sponsored retirement plans will likely see Fidelity index funds available for their accounts. See Fidelity® Blue Chip Growth Fund (FBGRX) mutual fund ratings from all the top fund analysts in one place. Find mutual fund ratings and information on Fidelity mutual funds at TheStreet. This is where your opportunity to rebalance lies: Sell your appreciated bond funds to buy more of these beaten-down equity funds while they’re on sale. Put another way: equal weight funds are a better diversification of your resources, and diversification is the point of index investing. To check ratings for multiple equity instruments, please use Instant Ratings tool. Free ratings, analyses, holdings, benchmarks, quotes, and news. Performance charts for Fidelity Growth Company Fund (FDGRX) including intraday, historical and comparison charts, technical analysis and trend lines. A decade after the global financial crisis, investors seem to have forgotten about risk. 10-year average annual returns: 12.46%Net expense ratio: 0.015%Risk: average versus U.S. large blend category. Performance charts for Fidelity Blue Chip Growth Fund (FBGRX) including intraday, historical and comparison charts, technical analysis and trend lines. Investors should also note the fund’s top 10 holdings account for nearly 44% of the overall portfolio, which is in turn nearly 45% invested in the technology sector. net asset value (NAV) the dollar value of one share of a fund; determined by taking the total assets of a fund, subtracting the total liabilities, and dividing by the total number of shares outstanding Because of that size, it offers a big menu of cheap index mutual funds and exchange-traded funds for investors. Over the past 10 years, FBGRX beats 95% of its peers – funds that invest in large, growing companies – with a 19.1% annualized return. 2019 Fidelity Mutual Funds with HIGH returns. FXAIX: $37,662. Since Jan. 4, 2007, Chai’s Select Technology has returned roughly 170%, vs. “just” a double (including dividends) for the S&P 500. Log in to your WTOP account for notifications and alerts customized for you. TheStreet Dividend Calendar - select a date from the dividend calendar to view a list of dividend-paying companies with that date as their ex-dividend date. FBGRX - Fidelity Blue Chip Growth FBIDX - Fidelity INV:Spartan US Bond Index Fund FBIFX - Fidelity Freedom Index Fund 2040-W FBIOX - Fidelity Sel Biotechnology ... FXAIX - Fidelity INST:AdvntSp 500 Index Fund FXIFX - Fidelity Freedom Index Fund 2030-W We make your learning personalized, bite-sized and fun. Roth IRA FXAIX/FSKAX vs. FBGRX or others My Fidelity Roth IRA consists FXAIX and FSKAX solely (at the moment). 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