Fidelity S&P 500 ETF: Overview and Key Insights

give me the fidelity s and p 500 stock ETF?

Sources

Answer

The Fidelity S&P 500 ETF is represented by the Fidelity 500 Index Fund (FXAIX). Here's a quick overview:

Fidelity 500 Index Fund (FXAIX)

  • Net Assets: $512.3 billion
  • Expense Ratio: 0.015%
  • Trailing 12-month Yield: 1.4%
  • Inception Date: February 17, 1988
  • Three-Year Average Annual Return: 8.1%

Current Market Data (as of April 13, 2025)

  • Last Price: $186.26
  • Day High/Low: $186.26 / $186.26
  • 52-Week High/Low: $213.65 / $172.54

FXAIX tracks the S&P 500 index, which includes the 500 largest public companies in the U.S., offering low-cost access to a diversified portfolio.

Additional Information

  • Historical Average Annual Return: Approximately 9% from 1993 to 2023, net of inflation and including dividends.

Sources

  1. Forbes - Best Fidelity Index Funds (Accessed on April 13, 2025)
  2. Yahoo Finance Data for FXAIX (Accessed on April 13, 2025)

Disclaimer: This information is for educational purposes only and should not be considered financial advice. Always conduct your own research or consult with a financial advisor before making investment decisions.

what are the fees with Fidelity 500 Index Fund (FXAIX)

Answer

The Fidelity 500 Index Fund (FXAIX) has an expense ratio of 0.015%. This is one of the lowest fees available for index funds, making it a cost-effective option for investors looking to track the S&P 500. There are no additional fees for purchasing or selling shares of this fund when managed directly through Fidelity.

Disclaimer: This information is for educational purposes only and should not be considered financial advice. Always conduct your own research or consult with a financial advisor before making investment decisions.

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