Fidelity Ticker Symbol Guide for Fund Selection

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Understanding Fidelity Ticker Symbols is crucial for making informed investment decisions. A Fidelity ticker symbol is a unique code assigned to each investment product, such as a fund or stock.

To start selecting the right fund, you'll need to familiarize yourself with Fidelity's ticker symbol system. Fidelity offers over 13,000 mutual funds and ETFs, each with its own ticker symbol.

When choosing a fund, consider its investment objective, such as growth or income. You can use Fidelity's ticker symbol guide to find funds that match your investment goals.

For another approach, see: Fidelity Ethereum Etf Ticker

Fidelity Ticker Symbols

The Fidelity 500 Index has a ticker symbol of FXAIX, which is a key identifier for investors looking to track its performance. This symbol is used to represent the fund in financial markets and databases.

You can find the ticker symbol for the Fidelity Multi-Asset Index Fund, which is FFNOX. This symbol is used to identify the fund in various financial platforms and tools.

Here's a comparison of the ticker symbols for two Fidelity funds:

500 FXAIX

Credit: youtube.com, FXAIX vs. VOO: Which is The Best S&P 500 Index Fund?

The Fidelity 500 Index Fund, also known as FXAIX, is a popular investment option for those looking to track the performance of the S&P 500 Index.

FXAIX has a ticker symbol of FXAIX and invests at least 80% of its assets in common stocks included in the S&P 500 Index.

The fund lends securities to earn income, which is a common practice among index funds.

Here's a breakdown of FXAIX's performance over the past 10 years:

With a net asset value of over $512 billion, FXAIX is a significant player in the investment world.

Its expense ratio is a low 0.015%, making it a relatively inexpensive option for investors.

Over the past three years, FXAIX has averaged an annual return of 8.1%.

FFNOX

FFNOX is a popular fund with a significant amount in net assets, standing at $7.8 billion.

It's worth noting that FFNOX has a relatively low expense ratio of 0.06%.

The TTM yield for FFNOX is 2.0%.

This fund has been around for a while, with an inception date of June 29, 1999.

FFNOX has delivered a three-year average annual return of 2.7%.

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Fidelity Bond Funds

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Fidelity Bond Funds offer a range of options for investors looking to diversify their portfolios with bonds.

The Fidelity U.S. Bond Index Fund (FXNAX) has a massive net asset base of $55.8 billion, making it a significant player in the bond market.

With an expense ratio of just 0.025%, FXNAX is a cost-effective choice for investors. Its TTM yield of 3.2% is also competitive, indicating a relatively stable source of income.

The fund's inception date was March 8, 1990, giving it a long history of performance data.

FXNAX tracks the Bloomberg U.S. Aggregate Bond Index with a sampling approach, providing broad exposure to the U.S. investment-grade bond market.

Here's a brief overview of the fund's portfolio composition:

The Fidelity International Bond Index Fund (FBIIX) offers a more global perspective on bonds, with a focus on developed and emerging markets.

FBIIX has a significantly smaller net asset base of $773 million, but still offers a competitive expense ratio of 0.06%.

Fidelity Fund Selection

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Fidelity index funds are chosen to cover the most popular market segments, with one exception being a multi-asset fund designed to be a one-stop shop.

These funds are ideal building blocks for lazy portfolios, and you can implement the same strategy with Vanguard ETFs or another fund family as well.

The table of best Fidelity index funds has expense ratios no higher than 0.20%, sourced from Fundresearch.Fidelity.com.

Diversification is key, as the different asset types have responded to economic forces in recent years, and holding diverse assets improves your chances of cashing in when one industry or economy has a breakout moment.

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Why FSGGX Stands Out

FSGGX stands out for its unique approach to investing, holding more than 2,300 foreign large-cap stocks.

One of the fund's top holdings is Taiwan Semiconductor, a well-known chipmaker.

Its portfolio provides exposure to different markets, currencies, and growth drivers relative to domestic equity funds.

This allows investors to diversify their portfolio and potentially reduce risk.

FSGGX excludes U.S. stocks, making it possible to hold it alongside other funds without overlap.

This can be a valuable option for investors looking to create a well-rounded portfolio.

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Criteria for Selection

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To create a well-rounded portfolio, it's essential to have a clear understanding of the criteria used for selecting Fidelity index funds. The funds included in this article cover the most popular market segments, with one exception being a multi-asset fund designed to be a one-stop shop.

The other seven funds were chosen to limit overlap, allowing you to combine them to get the exposures you want. This approach is ideal for investors who want a structured diversification strategy with minimal effort.

These funds make excellent building blocks for lazy portfolios, and you can implement the same strategy with Vanguard ETFs or another fund family as well.

Small Cap Stock Selector

The Fidelity Stock Selector Sm Cp fund (FDSCX) is a Small Blend fund with $1.40 billion in assets under management. It has an expense ratio of 0.85% and expected lifetime fees of $25,708.96.

In contrast, Vanguard Small Cap ETF (VB) has an expense ratio of 0.10% and expected lifetime fees of $3,271.86. This ETF is a "basket" of securities that index the Small Blend investment strategy, making it a low-cost alternative to a comparable mutual fund like FDSCX.

Credit: youtube.com, Fidelity Small Cap Index Fund - FSSNX

A high turnover rate can negatively impact your returns. Active mutual funds have an average turnover rate of about 85%, while ETF turnover rates average around 10% or lower.

Smaller funds tend to perform better than larger ones. The Fidelity Small Cap Index Fund (FSSNX) has net assets of $9.8 billion and an expense ratio of 0.055%. It invests in Russell 2000 stocks, which includes the 2,000 smallest public U.S. companies in the Russell Index.

Here's a comparison of the expense ratios of the two funds:

A well-diversified small-cap fund like FSSNX delivers growth potential in a safer, diversified package.

Fidelity Watch List

Fidelity offers a range of ticker symbols to track your investments, including Fidelity Zero Large Cap Index Fund (FNILX).

This fund has no management fees or commissions, making it a cost-effective option for long-term investors.

It tracks the Fidelity US Large Cap Index, which includes 479 large-cap stocks in the US.

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The fund has a low expense ratio of 0.015%.

You can buy and sell shares of FNILX through Fidelity's online trading platform.

Fidelity also offers a range of other ticker symbols, including Fidelity 500 Index Fund (FFXVX).

This fund tracks the S&P 500 Index, which includes 505 large-cap stocks in the US.

It has a low expense ratio of 0.015%.

Fidelity's ticker symbols make it easy to track your investments and stay on top of market trends.

By using Fidelity's online trading platform, you can quickly and easily buy and sell shares of your favorite funds.

Fidelity Fund Overview

Fidelity offers a range of funds, but two popular options are the Fidelity Small Cap Index Fund and the Fidelity U.S. Bond Index Fund.

The Fidelity Small Cap Index Fund, with a ticker symbol of FSSNX, invests in the Russell 2000 stocks, which includes the 2,000 smallest public U.S. companies. This fund is a great option for those looking for growth potential in a safer, diversified package.

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The Fidelity U.S. Bond Index Fund, with a ticker symbol of FXNAX, tracks the Bloomberg U.S. Aggregate Bond Index with a sampling approach. It primarily consists of U.S. Treasury debt, corporate bonds, and pass-through mortgage-backed securities.

Here are some key facts about these two funds:

  • FSSNX has net assets of $9.8 billion and an expense ratio of 0.055%.
  • FXNAX primarily consists of U.S. Treasury debt (41.9%), corporate bonds (25.92%), and pass-through mortgage-backed securities (25.9%).
  • The three-year average annual return for FSSNX is 2.0%.
  • The TTM yield for FSSNX is 2.9%.
  • FSSNX was established on September 8, 2011.

FBIIX

FBIIX is a unique index fund offered by Fidelity Investments. It tracks the performance of the Bloomberg Barclays US Aggregate Float Adjusted Index. This index is a widely followed benchmark for the US investment-grade bond market.

Small Cap Overview

Small cap funds can be a great way to invest in the growth potential of smaller companies. These companies often have more room to grow than larger ones.

The Fidelity Small Cap Index Fund, FSSNX, invests in Russell 2000 stocks, which includes the 2,000 smallest public U.S. companies. This diversification helps reduce risk.

Smaller companies may have limited access to capital and can be more reactive to economic conditions. However, a well-diversified small-cap fund like FSSNX can deliver growth potential in a safer package.

With nearly 2,000 stocks in the portfolio, the fund's performance isn't dependent on any one stock. This makes it a more stable investment option.

Here are some key facts about FSSNX:

  • Net assets: $9.8 billion
  • Expense ratio: 0.055%
  • TTM yield: 2.9%
  • Inception date: September 8, 2011
  • Three-year average annual return: 2.0%

Frequently Asked Questions

Is FMR the same as Fidelity?

FMR Co. is the investment advisor to Fidelity's mutual funds, but it is not the same entity as Fidelity itself. FMR Co. is a separate company that manages Fidelity's funds through its three divisions.

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Drew Davis is a seasoned Assigning Editor with a keen eye for detail and a passion for storytelling. With a background in journalism, Drew has honed their skills in researching and selecting compelling article topics that captivate audiences. Their expertise lies in covering the world of credit cards and travel, with a particular focus on the Chase Sapphire Reserve and its hotel partnerships.

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