FUSEX Rating, Research - Fidelity Spartan 500 Index Inv

Fidelity Spartan 500 Index Inv (fusex)

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Short Term Rating Stock Ratings Help
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Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
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%
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Geographic Allocation (% of Port)

North America
Europe
Asia
South America
Africa
Australia + Pacific Islands
Long Term Rating Stock Ratings Help

HOLD

SWOT Statistics

Strengths + Opportunities = 258

Threats + Weaknesses = 170

When strengths & opportunities substantially exceed threats & weaknesses an investment in the fusex mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Fidelity Spartan 500 Index Inv (FUSEX) Description: FUSEX is a mutual fund, which is an investment that owns a basket of assets. The FUSEX mutual fund was provided by Fidelity and this investment vehicle derives the majority of its value from equity holdings (stocks). Fidelitys mutual fund has a medium management tenure and is in the large fund size classification. FUSEXs minimum initial investment amount is $10000 while the IRA minimum is $10000. FUSEXs expense ratio is roughly 0%. The latest FUSEXs front end load was 0% and the back end load was 0%. The Fidelity Spartan 500 Index Inv (FUSEX) mutual fund falls under the large-cap mixed category. FUSEX focuses its investments in USA and FUSEX is not affiliated with a particular industry or fund sector. The Fidelity Spartan 500 Index Inv (FUSEX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find FUSEXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of FUSEXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks to provide investment results that correspond to the total return performance of common stocks (see stock research) publicly traded in the U.S. The fund normally invests at least 80% of assets in common stocks (see stock research) included in the Standard & Poors 500 index, which broadly represents the performance of common stocks (see stock research) publicly traded in the U.S. In addition, the fund lends securities to earn income.


Management Analysis Update


Performance Analysis Update