Fidelity Flex 500 Fund Quote
| FDFIX Fund | USD 25.45 0.40 1.60% |
PerformanceVery Weak
| Odds Of DistressLow
|
Fidelity Flex is trading at 25.45 as of the 1st of March 2025; that is 1.60 percent increase since the beginning of the trading day. The fund's open price was 25.05. Fidelity Flex has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 30th of January 2025 and ending today, the 1st of March 2025. Click here to learn more.
The fund normally invests at least 80 percent of its assets in common stocks included in the SP 500 Index, which broadly represents the performance of common stocks publicly traded in the United States. More on Fidelity Flex 500
Moving together with Fidelity Mutual Fund
Fidelity Mutual Fund Highlights
| Fund Concentration | Fidelity Investments Funds, Large Blend Funds, Large Blend, Fidelity Investments, Large Blend, Large Blend (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 29th of April 2023 |
| Fiscal Year End | February |
Fidelity Flex 500 [FDFIX] is traded in USA and was established 1st of March 2025. Fidelity Flex is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Fidelity Investments family. This fund currently has accumulated 3.43 B in assets under management (AUM) with no minimum investment requirementsFidelity Flex 500 is currently producing year-to-date (YTD) return of 2.43% with the current yeild of 0.01%, while the total return for the last 3 years was 13.15%.
Check Fidelity Flex Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Fidelity Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Fidelity Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Fidelity Flex 500 Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Fidelity Flex 500 Mutual Fund Constituents
| AAPL | Apple Inc | Stock | Information Technology | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| MSFT | Microsoft | Stock | Information Technology | |
| NVDA | NVIDIA | Stock | Information Technology |
Fidelity Flex 500 Risk Profiles
| Mean Deviation | 0.6242 | |||
| Semi Deviation | 0.9085 | |||
| Standard Deviation | 0.832 | |||
| Variance | 0.6922 |
Fidelity Flex Against Markets
Other Information on Investing in Fidelity Mutual Fund
Fidelity Flex financial ratios help investors to determine whether Fidelity Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Fidelity with respect to the benefits of owning Fidelity Flex security.
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