Hellow guys, Welcome to my website, and you are watching FIDELITY 500 --FXAIX S&P 500 index fund--(BEST REVIEW). and this vIdeo is uploaded by Let's Talk Finances with Tray Truitt at 2021-02-28T07:00:21-08:00. We are pramote this video only for entertainment and educational perpose only. So, I hop you like our website.
| Name | FIDELITY 500 --FXAIX S&P 500 index fund--(BEST REVIEW) |
| Video Uploader | Video From Let's Talk Finances with Tray Truitt |
| Upload Date | This Video Uploaded At 28-02-2021 15:00:21 |
| Video Discription | In this video, I will be doing a full review on FIDELITY 500 FXAIX index fund. In the world of investing with index funds that track the S&P 500, there are a few that are very often mentioned. In this case, Fidelity 500 is one of the most notable. The Fidelity 500 Index Fund tracks the S&P 500 index, one of the main benchmarks for U.S. stocks. The index covers about 80% of the investable market capitalization of the U.S. equity market. Fidelity 500 has been widely touted by many experts as a good addition to retirement portfolios because it is broadly diversified across all sectors. It can also withstand volatility because it is not focused on one industry. Fidelity 500 seeks to provide results that fall in line with the performance of common stocks publicly traded in the United States, according to Fidelity. The total return includes capital changes and income. Fidelity 500 has returned 18.40 percent over the past year, 14.17 percent over the past three years, 15.21 percent over the past five years and 13.87 percent over the past decade. Fidelity 500 launched in October 2005. Parent company Fidelity is one of the oldest mutual fund providers and offers a wide array of mutual funds and other investment products and services, including a number of sector funds. Investment Strategy Fidelity 500 seeks to replicate the performance of the S&P 500 Index, which represents the performance of 500 large common stocks traded in the U.S. stock market. The fund invests at least 80% of its assets in common stocks included in this index. Role in Portfolio Fidelity 500 can be a core large-cap holding in a portfolio. Management Geode Capital Management manages the fund, led by a team of five managers. Louis Bottari joined the team in 2009, followed by Peter Matthew in 2012, Deane Gyllenhaal in 2014 and Robert Regan in 2016. Payal Kapoor Gupta joined the management team in 2019 with the departure of longtime manager Patrick Waddell. Waddell retired from Geode Capital management in 2019 after managing the fund for 15 years. Performance Fidelity 500 has returned 18.40 percent over the past year, 14.17 percent over the past three years, 15.21 percent over the past five years and 13.87 percent over the past decade. The best time to start investing in index funds was yesterday. The next best time to invest is today! Find out how to become a millionaire with index funds. Index Funds to consider: Fidelity 500 Index Fund: FXAIX For financial coaching visit https://www.traytruitt.com/ Say Hi on Social Facebook: https://www.facebook.com/tray.truitt Instagram: https://www.instagram.com/lets_talk_f... Twitter: https://twitter.com/Tray_Truitt LinkedIn: https://www.linkedin.com/in/tray-trui... Subscribe here!!! https://www.youtube.com/c/LetsTalkFinanceswithTrayTruitt DISCLAIMERS & DISCLOSURES This content is for education and entertainment purposes only. Tray does not provide tax or investment advice. The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal. |
| Category | Education |
| Tags | fidelity 500 fund | fidelity review | best fidelity fund | fidelity best index fund |
