FUSVX Rating, Research - Fidelity Spartan 500 Index Advtg

Fidelity Spartan 500 Index Advtg (fusvx)

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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 fusvx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Fidelity Spartan 500 Index Advtg (FUSVX) Description: FUSVX is a mutual fund, which is an investment that owns a basket of assets. The FUSVX 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. FUSVXs minimum initial investment amount is $100000 while the IRA minimum is $100000. FUSVXs expense ratio is roughly 0%. The latest FUSVXs front end load was 0% and the back end load was 0%. The Fidelity Spartan 500 Index Advtg (FUSVX) mutual fund falls under the large-cap mixed category. FUSVX focuses its investments in USA and FUSVX is not affiliated with a particular industry or fund sector. The Fidelity Spartan 500 Index Advtg (FUSVX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find FUSVXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of FUSVXs 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

Fidelity Spartan 500 Index Advtg's executives / managers make better investing decisions, because their assets are invested along side their client's. The fusvx fund does not have a history of big fund withdrawals. This helps reduce large tax payments to current investors. Fidelity Spartan 500 Index Advtg has a consistent strategy that will help it to outperform in the future.


Performance Analysis Update