Fidelity 500 Index (FXAIX) Stock 2026 Review

The Fidelity 500 Index (FXAIX) is an investment fund that provides investors with exposure to the S&P 500, which includes 500 of the largest U.S. companies. It is known for its low expense ratio and strong performance.

FXAIX has shown a one-year return of 13.78% and a five-year return of 63.33%. This performance indicates that it has been a solid investment over both short and long-term periods.

FXAIX is highly rated, earning a 4-star rating from Morningstar for its risk-adjusted performance among a large number of funds in its category. This rating suggests that it stands out as a strong option for investors looking to invest in the S&P 500.

FXAIX features an impressively low expense ratio of just 0.015%. This low cost makes it an attractive choice for investors seeking to minimize fees while investing in a broad market index.

FXAIX has performed well, returning 16.98% over the past year, along with notable returns over three, five, and ten-year periods. These results reflect its strong performance relative to other investment options.

Yes, FXAIX is considered a good S&P 500 fund, receiving a 4-star rating from Morningstar for its risk-adjusted performance. This rating highlights its effectiveness in delivering returns while managing risk.