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Index Funds

Index funds strive to achieve the same return as a particular market index, such as the S&P 500® Index, the MSCI EAFE Index, or the Dow Jones Wilshire 5000 Total Market Index. Learn more about index funds. Remember, past performance is no guarantee of future results.

Enhanced index funds seek to outperform the benchmark index while matching the risk, yield and other characteristics of a comparable index fund. Learn more about enhanced index funds.

Learn how to build a portfolio with low-cost Fidelity index funds.

Why Fidelity Index Funds?



Fidelity Stock Index

Performance aims to mirror major stock market indexes.

Fidelity Bond Index

Performance aims to mirror major bond market indexes.

Fidelity Enhanced Index

Use quantitative computer–based models to seek out–performance of an index while matching the risk of a comparable index fund.

 
  1. Highly rated funds are defined as those funds that have a 4- or 5-star Morningstar rating. For each fund, Morningstar calculates a Morningstar RatingTM metric each month by subtracting the return on a 90-day US Treasury Bill from the fund’s load-adjusted return for the same period, and then adjusting this excess return for risk. The top 10% of funds in each broad asset class receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. Past performance is no guarantee of future results.
  2. Other fees and expenses applicable to continued investment are described in the fund’s current prospectus.
  3. Guidance is provided by Fidelity Representatives through the use of Fidelity’s suite of guidance tools. These tools are educational tools and not intended to serve as the primary or sole basis for your investment or tax-planning decisions.

Before investing, consider the fund’s investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus containing this information. Read it carefully.

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