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Fidelity 500 Index Fund

Shareclass
Fidelity 500 Index (FXAIX)
Type
Open-end mutual fund
Manager
Fidelity Investments
Deforestation grade: Fund is invested in deforestation-risk agricultural commodity producer/traders, below the threshold of 0.5%. Assigned a grade of C.
How we track deforestation-risk investments
C
13.99%
INVESTED IN DEFORESTATION-RISK COMPANIES
producers
AGRIBUSINESS
deforestation-risk producers and traders of palm oil, paper/pulp, rubber, timber, cattle, and soy
banks
BANKS AND LENDERS
that finance deforestation-risk agribusiness producers via lending and underwriting
consumers
MAJOR CONSUMER BRANDS
that use deforestation-risk agribusiness commodities in products
48
holdings flagged
14%
of assets flagged
This fund contains
 $82.93 BILLION invested 
in holdings flagged for deforestation risk
Fidelity has huge investments in companies like Bunge, Noble Group, Golden-Agri Resources and Resolute Forest Products that grow, trade or use palm oil, cattle and soy in their products but have failed to eliminate deforestation and human rights abuses from their operations. This means Fidelity has a key role to play in voting for No Deforestation policies at these companies and engaging with company management to make sure these policies are implemented. Tell Fidelity to adopt a No Deforestation Policy!
Sign the petition
producers
Commodity producers
5 holdings
0.17% of assets
$1.02 BILLION invested
banks
Banks and lenders
4 holdings
2.44% of assets
$14.49 BILLION invested
consumers
Major consumer brands
43 holdings
12% of assets
$68.2 BILLION invested
Commodity producers
Commodity producers
5 HOLDINGS
Companies that produce and trade palm oil, paper/pulp, rubber, timber, cattle, and soy, and have a past record or a significant risk of contributing to deforestation, land grabbing, and human rights abuses. Investing in any of these companies assigns a fund a grade of C if total producer exposure is below the threshold of 0.5%; a grade of D if below 1.5%; and a grade of F if above 1.5%.
5 HOLDINGS
  • % of portfolio
    $ invested
  • 1. Archer-Daniels Midland Co
    Soy producerPalm oil producer
    0.05%0.05% of portfolio
    $323.98M$323.98M invested
    Soy producerPalm oil producer
  • 2. International Paper Co
    Paper/pulp producer
    0.04%0.04% of portfolio
    $236.78M$236.78M invested
    Paper/pulp producer
  • 3. Tyson Foods Inc Class A
    Soy producerCattle producer
    0.03%0.03% of portfolio
    $205.53M$205.53M invested
    Soy producerCattle producer
  • 4. Bunge Global SA
    Soy producerPaper/pulp producerPalm oil producer
    0.02%0.02% of portfolio
    $146.07M$146.07M invested
    Soy producerPaper/pulp producerPalm oil producer
  • 5. Hormel Foods Corp
    Soy producerCattle producer
    0.02%0.02% of portfolio
    $108.96M$108.96M invested
    Soy producerCattle producer
Banks and lenders
Banks and lenders
4 HOLDINGS
Financial institutions directly and indirectly involved in underwriting and lending to deforestation-risk producers and traders. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
4 HOLDINGS
  • % of portfolio
    $ invested
  • 1. JPMorgan Chase & Co
    1.31%1.31% of portfolio
    $7.75B$7.75B invested
  • 2. Bank of America Corp
    0.58%0.58% of portfolio
    $3.46B$3.46B invested
  • 3. Morgan Stanley
    0.3%0.3% of portfolio
    $1.78B$1.78B invested
  • 4. Citigroup Inc
    0.25%0.25% of portfolio
    $1.5B$1.5B invested
Major consumer brands
Major consumer brands
43 HOLDINGS
Consumer goods retailers that source palm oil, paper/pulp, rubber, timber, cattle, and soy from deforestation-risk producers and traders and sell it to consumers worldwide. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
43 HOLDINGS
  • % of portfolio
    $ invested
  • 1. Amazon.com Inc
    Soy major consumer brandCattle major consumer brandTimber major consumer brandRubber major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
    3.6%3.6% of portfolio
    $21.37B$21.37B invested
    Soy major consumer brandCattle major consumer brandTimber major consumer brandRubber major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
  • 2. The Home Depot Inc
    Cattle major consumer brandTimber major consumer brandRubber major consumer brandPaper/pulp major consumer brand
    0.81%0.81% of portfolio
    $4.79B$4.79B invested
    Cattle major consumer brandTimber major consumer brandRubber major consumer brandPaper/pulp major consumer brand
  • 3. Procter & Gamble Co
    Paper/pulp major consumer brandPalm oil major consumer brand
    0.8%0.8% of portfolio
    $4.77B$4.77B invested
    Paper/pulp major consumer brandPalm oil major consumer brand
  • 4. Costco Wholesale Corp
    Soy major consumer brandCattle major consumer brandTimber major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
    0.8%0.8% of portfolio
    $4.76B$4.76B invested
    Soy major consumer brandCattle major consumer brandTimber major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
  • 5. Johnson & Johnson
    Paper/pulp major consumer brandPalm oil major consumer brand
    0.8%0.8% of portfolio
    $4.72B$4.72B invested
    Paper/pulp major consumer brandPalm oil major consumer brand
View next 5
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DATA AS OF 31 Oct 2024
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Fidelity 500 Index Fund FXAIX

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Financial performance
Performance data provided byMorningstarFind more financial data on FXAIX at Morningstar.com
Current fund
FXAIX
Fidelity 500 Index Fund
Family
Fidelity Investments
Category
Large Blend
Find another fund
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Change benchmark
Fund comparison settings
Investment timeline
Performance as of: 11/30/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
0.03% more in annualized returns
More invested in commodity producers 
<0.01% more invested
Less invested in banks and lenders 
0.16% less invested
Less invested in major consumer brands 
0.15% less invested
Current fund
FXAIX
Fidelity 500 Index Fund
Family
Fidelity Investments
Category
Large Blend
Find another fund
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Change benchmark
Fund comparison settings
Investment timeline
Performance as of: 11/30/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
0.03% more in annualized returns
More invested in commodity producers 
<0.01% more invested
Less invested in banks and lenders 
0.16% less invested
Less invested in major consumer brands 
0.15% less invested
Current fund
FXAIX
Fidelity 500 Index Fund
Family
Fidelity Investments
Category
Large Blend
Find another fund
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Change benchmark
Fund comparison settings
Investment timeline
Performance as of: 11/30/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
0.03% more in annualized returns
More invested in commodity producers 
<0.01% more invested
Less invested in banks and lenders 
0.16% less invested
Less invested in major consumer brands 
0.15% less invested
Month-end trailing returns  
Performance as of date: 11/30/24
Morningstar suggested benchmark: S&P 500 TR USD
Annualized returns
Deforestation analysis
1-yr
3-yr
5-yr
10-yr
Commodity producers
This fund
FXAIX - Fidelity 500 Index Fund
34%
11%
16%
13%
0.17% 
Benchmark
IVV - iShares Core S&P 500 ETF
34%
11%
16%
13%
0.17% 
Fund compared to benchmark
 
0.02%
0.02%
0.02%
0.03%
<0.01%  higher
Find more financial data on FXAIX at Morningstar.com
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