Fidelity 500 Index Fund

Shareclass
Fidelity 500 Index (FXAIX)
Type
Open-end mutual fund
Prison industrial complex grade: One or more holdings were flagged as higher risk by our prison industrial complex screen, making up between 1% and 2% of the portfolio. Assigned a grade of D.
D
$116.32 BILLION
Prison industrial complex
38
flagged holdings
25%
of assets flagged
Data as of 31 Dec 2023
Flagged investments:
$116.32 BILLION, 25% of assets
Higher risk:
$5.97 BILLION, 1.26% of assets
 Private prison operators:
$0, 0% of assets
For each prison industrial complex category, click to see the breakdown of flagged holdings.
Prison industry
Prison industry
Incarceration and detention facilities, services in facilities, supervision and monitoring
21
holdings
$80.42B
invested
17%
of portfolio
Border industry
Border industry
Incarceration and detention facilities, immigrant monitoring and surveillance, militarization of the U.S.-Mexico border
32
holdings
$100.31B
invested
21%
of portfolio
All flagged holdings
38 holdings
38 holdings
  • 1.  Microsoft Corp
    Prison industryBorder industry
    $32.84B
    6.94%
  • 2.  Amazon.com Inc
    Prison industryBorder industry
    $16.24B
    3.43%
  • 3.  Alphabet Inc Class A
    Border industry
    $9.71B
    2.05%
  • 4.  Alphabet Inc Class C
    Border industry
    $8.25B
    1.74%
  • 5.  Berkshire Hathaway Inc Class B
    Prison industry
    $7.63B
    1.61%
Higher risk
Private prison operator
See all
Fidelity 500 Index Fund $FXAIX is 25% ($116.32 BILLION) invested in companies with prison involvement
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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
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 1/31/24
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
Same in private prison operators 
Both 0% invested
More invested in higher risk companies, prison industry 
<0.01% more invested
More invested in higher risk companies, border industry 
<0.01% more invested
More invested in higher risk companies 
<0.01% more invested
Less invested in all screened prison industry companies 
0.47% less invested
Less invested in all screened border industry companies 
0.38% less invested
Less invested in all screened companies 
0.52% less invested
Current fund
FXAIX
Fidelity 500 Index Fund
Family
Fidelity Investments
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 1/31/24
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
Same in private prison operators 
Both 0% invested
More invested in higher risk companies, prison industry 
<0.01% more invested
More invested in higher risk companies, border industry 
<0.01% more invested
More invested in higher risk companies 
<0.01% more invested
Less invested in all screened prison industry companies 
0.47% less invested
Less invested in all screened border industry companies 
0.38% less invested
Less invested in all screened companies 
0.52% less invested
Current fund
FXAIX
Fidelity 500 Index Fund
Family
Fidelity Investments
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 1/31/24
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
Same in private prison operators 
Both 0% invested
More invested in higher risk companies, prison industry 
<0.01% more invested
More invested in higher risk companies, border industry 
<0.01% more invested
More invested in higher risk companies 
<0.01% more invested
Less invested in all screened prison industry companies 
0.47% less invested
Less invested in all screened border industry companies 
0.38% less invested
Less invested in all screened companies 
0.52% less invested
Month-end trailing returns  
Annualized returns
Flagged investments
1-yr
3-yr
5-yr
10-yr
Private prison operators
This fund
FXAIX - Fidelity 500 Index Fund
21%
11%
14%
13%
0% 
Benchmark
IVV - iShares Core S&P 500 ETF
21%
11%
14%
13%
0% 
Fund compared to benchmark
 
0.03%
0.02%
0.02%
0.03%
Same
Find more financial data on FXAIX at Morningstar.com
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Action toolkit
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