Fidelity 500 Index Premium
FUSVX
NASDAQ- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Investment - Banking & Investment Services
- Address
- 245 Summer Street Boston MA United States of America 2210
- IPO Date
- Sep 1, 2004
- CIK
- 0000819118
- Similar Companies
- Business
- Fidelity 500 Index Fund (FUSVX) is a large blend mutual fund managed by Fidelity Management & Research Company LLC, a subsidiary of Fidelity Investments, that seeks to provide investment results that correspond to the total return performance of common stocks publicly traded in the United States and comprising the Standard & Poor's 500 Index. The fund normally invests at least 80% of its assets in common stocks included in the S&P 500 Index, which tracks the performance of large capitalization U.S. companies, with an expense ratio of approximately 0.06%; it employs a passive management strategy involving full or representative sampling of the index to minimize tracking error. Fidelity Investments offers this premium class share primarily to institutional investors and retirement plans, alongside related share classes such as FXAIX for retail investors, with holdings turnover of about 4% and no 12b-1 fees. FUSVX operates within the asset management industry, targeting long-term investors seeking broad U.S. equity market exposure through low-cost index replication; it serves individual investors, retirement accounts, and institutional portfolios across the United States. The fund holds approximately 500 stocks mirroring the S&P 500 composition, with major weightings in technology, financials, and healthcare sectors, and provides daily liquidity and dividend reinvestment options. Geographically focused on U.S. domestic equities, it is domiciled in the United States and available through Fidelity's brokerage platform nationwide. Launched on October 14, 2005, the fund is part of Fidelity Concord Street Trust, headquartered in Boston, Massachusetts, under Fidelity Investments, which manages over $13 trillion in assets and offers a broad suite of index funds, ETFs, and active strategies. In November 2025, Fidelity updated the diversification policy for the related Fidelity 500 Index Fund (FXAIX) to permit non-diversified status when necessary to closely track the index, enhancing replication flexibility amid market conditions; this aligns with broader Fidelity sector fund mergers announced in July 2025, including updates to prospectuses for funds like Select Energy and Select Technology Portfolios. No specific acquisitions, partnerships, or product launches directly impacted FUSVX in the last 1-2 years, though Fidelity continued expanding its RIA custody services and index offerings amid competitive M&A activity in wealth management during 2024-2025.