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4 TOP Fidelity Index Funds BEATING the S&P 500 in the 2020 Recession. In this video we are talking about the top 4 Fidelity Index Funds that have outperformed the S&P 500 Index so far YTD 2020 as of 04.12.2020.
Even though the markets are all down YTD 2020, these 4 Fidelity Index Funds are down LESS THAN everybody else!
#5 Fidelity Index Fund = Fidelity 500 Index Fund (FXAIX)
Objective – Seeks to provide investment results that correspond to the total return (i.e., the combination of capital changes and income) performance of common stocks publicly traded in the United States.
Strategy – Normally investing at least 80% of assets in common stocks included in the S&P 500 Index, which broadly represents the performance of common stocks publicly traded in the United States.
Expense ratio 0.015%
YTD Return as of 04.12.2020 = -14.03%
#4 Fidelity Index Fund = Fidelity ZERO Large Cap Index Fund (FNILX)
Objective – The fund seeks to provide investment results that correspond to the total return of stocks of large-capitalization U.S. companies.
Strategy – Normally investing at least 80% of assets in common stocks of large capitalization companies included in the Fidelity U.S. Large Cap Index, which is a float-adjusted market capitalization-weighted index designed to reflect the performance of U.S. large capitalization stocks. Large capitalization stocks are considered to be stocks of the largest 500 U.S. companies.
Expense ratio 0.000%
YTD Return as of 04.12.2020 = -13.70%
#3 Fidelity Index Fund = Fidelity U.S. Sustainability Index Fund (FITLX)
Objective – Seeks to provide investment results that correspond to the total return of the MSCI USA ESG Index.
Strategy – Normally investing at least 80% of assets in securities included in the MSCI USA ESG Index, which represents the performance of stocks of large- to mid-capitalization U.S. companies with high environmental, social, and governance (ESG) performance relative to their sector peers, as rated by MSCI ESG Research.
Expense ratio 0.11%
YTD Return as of 04.12.2020 = -12.99%
#2 Fidelity Index Fund = Fidelity Nasdaq Composite Index Fund (FNCMX)
Objective – Seeks to provide investment returns that closely correspond to the price and yield performance of the Nasdaq Composite Index (Index).
Strategy – Normally investing at least 80% of assets in common stocks included in the Index.
Expense ratio 0.30%
YTD Return as of 04.12.2020 = -8.57%
#1 Fidelity Index Fund = Fidelity Large Cap Growth Index Fund (FSPGX)
Objective – Seeks to provide investment results that correspond to the total return (i.e., the combination of capital changes and income) performance of common stocks publicly traded in the United States.
Strategy – Seeks to provide investment results that correspond to the total return of stocks of large capitalization U.S. companies.
Expense ratio 0.035%
YTD Return as of 04.12.2020 = -8.40%…(read more)
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In the midst of the 2020 recession, investors have been on the lookout for index funds that can weather the storm and still deliver strong returns. Fidelity, one of the largest investment management companies in the world, offers a range of index funds that have outperformed the S&P 500 during this challenging time.
Here are 5 top Fidelity index funds that have beaten the S&P 500 in the 2020 recession:
1. Fidelity 500 Index Fund (FXAIX)
The Fidelity 500 Index Fund, which aims to provide investment results that correspond to the total return of common stocks publicly traded in the United States, has outperformed the S&P 500 during the recession. With a focus on large-cap stocks, this fund has delivered solid returns to investors despite the market volatility.
2. Fidelity Total Market Index Fund (FSKAX)
The Fidelity Total Market Index Fund seeks to provide investment results that correspond to the total return of a broad range of United States stocks. Despite the challenges of the recession, this fund has demonstrated resilience and has outperformed the S&P 500, making it an attractive option for investors looking for broad market exposure.
3. Fidelity Extended Market Index Fund (FSMAX)
The Fidelity Extended Market Index Fund is designed to provide investment results that correspond to the total return of domestic mid- and small-cap stocks. This fund has performed well during the recession, outpacing the S&P 500 and offering investors the potential for strong returns from smaller company stocks.
4. Fidelity International Index Fund (FSPSX)
For investors seeking exposure to international markets, the Fidelity International Index Fund has delivered strong performance during the recession. This fund aims to provide investment results that correspond to the total return of foreign developed and emerging stock markets, and has outperformed the S&P 500 in this challenging economic environment.
5. Fidelity U.S. Sustainability Index Fund (FITLX)
In an era of increasing focus on sustainability and socially responsible investing, the Fidelity U.S. Sustainability Index Fund has emerged as a top performer during the recession. This fund seeks to provide investment results that correspond to the total return of large and mid-capitalization U.S. stocks that have a focus on environmental, social, and governance (ESG) factors. Despite the economic downturn, this fund has outperformed the S&P 500, making it an attractive option for investors looking to align their investments with their values.
While past performance is not indicative of future results, these Fidelity index funds have proven their resilience and ability to outperform the S&P 500 during the 2020 recession. As always, investors should carefully consider their investment objectives, risk tolerance, and time horizon before investing in any index fund. However, these funds may be worth considering for those looking for strong performers in challenging economic times.
Make sure to leave your $0.02 in the comments below! Which of these funds do you own in your portfolio? Which ones do you want to add to your portfolio? LET ME KNOW IN THE COMMENTS! =)
Are expense ratios taken out at the end of the year in a lump some? Or is it calculated into the price of the fund
Hey brother what are your thoughts on Fbgrx?
Would you suggest to get all this on an ira? Or is it too much for one account?
Great stuff
$0.02
Thanks for the content! Do you have any videos on what you should fund a ROTH?
Great content I think I’m going to open a brokerage account with friends deputy today and use it down the road for my bridge account then keep my vanguard one for a big down payment on my dream home
I made it to #1
Joe, Please check out FCBFX, FSCPX, FSCSX, FSELX, FSMEX, FSPHX, FSPTX & FTEC. They have more history.
Hi there.. just came across this video.. guess I am late for all these funds… Do you recommend waiting or are these still worthy buys?? If not, which funds would you recommend at this point?
Don’t get me wrong i like Fidelity but I love Charles Schwab for me it’s easier and more computer friendly it gives a real basic run down of your profit and losses
Just educating myself in all this. Glad I found you man. You have a simple way to explain all this. Subscribed.
Joe how do you figure out the dividend yield/rate? I see where it says dividend history but I don't see where it says dividend yield/rate.
What should i have in my ROTH, i just open a roth not too long ago but don't know what's best for the long run. I'm 26 – Thanks ( btw, good looking haircut )
I have #5 and #2 in my Roth.. but I will be adding #1 on December 31st.
Did u ever figure out why the dividend yield for the fidelity s and p 500 zero fund was so low? Are u basically saying that fxaixs dividend yield cancels out its expense ratio with some profit left behind which ultimately makes it so Fidelity’s zero funds zero expense ratio not worth it when comparing the two?
does the fidelity large cap etf automatically reinvest dividends back into the fund? what does it default as going into brokerage account or something or does it default to reinvest back into the fund? if it defaults going into a brokerage account what would you have to do to make it reinvest / could you even arrange that?
You are really smart and anything but, average. Please keep up the good work and teaching us less than average investors! LOL.
You should do an update Joe all these index funds I own in my retirement account and they're all up ytd
I have large cap ETF but nothing worth reporting yet. Maybe u could do a vid on how 2 steps for setting up retirement fund Roth IRA or Roth/401k or any combo with some of the tax limitations in /benefits out.
best are fscsx fsptx high exp ratio of .75 though
I just invest $50 thousands of dollars in this 5 Fidelity Fidelity Index Funds, Thank you fro your video
I made it to number one and probably gonna have to watch again lol
I’m hella new to this world
Kudos for the Video! Excuse me for chiming in, I would love your opinion. Have you considered – Rozardner Flying Bird Reality (probably on Google)? It is a smashing one off guide for learning a simple option trading secret to win big without the normal expense. Ive heard some incredible things about it and my cooworker after a lifetime of fighting got amazing success with it.
I don't know who downvote this video. Thank you for taking your time making this video for us. We appreciate you 🙂
Do you brush your teeth?
i own FXAIX, nice clean haircut
FSKAX should've been your #1 on par VTSAX most recommended index (not financial advise)
AT least I have one of the top 5 FNILX, May also get FXAIX or FSPGX
thanks.
How do you interpret the Expense Ratio, past 1-yr/3-yr/5-yr/10-yr/life returns, and dividend numbers on the Fidelity website?
Do the past returns include the growth assuming you reinvest all the dividends? Is the expense fee determined by the expense ratio times ALL that's invested or only deducted from the dividends or NAV increases?
Thanks in advance to anyone who can answer these questions!
I like index funds. I only add new money when Mr. Market has a sale going on.
Hi Joe. I think that the schools should have all students desk 6 ft apart in the classroom even if it means knocking down a wall to expand the classroom. But have 2 teachers for the same grade. Some special education students have had it much harder during the pandemic with school being closed off as the building goes. Distance learning is horrible. We need a plan to be able to send kids back to school but safely. If cases arise then that's another story each state should go by how bad the virus is in their state just my opinion. If keeping kids distance learning then have the pandemic ebt active for families who really need it. We need another stimulus check soon.
Thanks for the video, very interesting!
wait im confuse which are the top 5 stocks
I have FXAIX in my HSA but was wondering seeing how I want to see growth for future medical expenses, should I switch it out for FSPGX ?
my fidelity 401K only gives me 24 investment options is that normal? i recently just changed the majority my options to FXAIX. It is the only one of these 5 index funds my plan offers
I really appreciate you share this information. I understand there are some apps out there that could help me. In your opinion, what’s the best way to get started investing in those index funds?