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Overall Morningstar
Rating™
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| What is this?
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As of 2013-04-30 |
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Out of
Large Blend Funds
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| Rating derived from a weighted average of the fund's 3, 5, 10-year rating which are based on risk-adjusted performance. |
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Morningstar?
Style Box™
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| What is this?
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Large |
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Blend |
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As of
2013-03-31 |
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| Day Change |
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$ -0.03 |
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| NAV
(2013-05-24)
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$ 58.61 |
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| YTD Return %
(2013-05-24)
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| 16.63%
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| Total Assets ($ mil) |
| 56,718 |
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| Growth of $10,000 |
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Fund: |
Fidelity Spartan 500 Index Inv |
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(from
2003-01-01
to 2013-04-30)
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Category: |
Large Blend |
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Index: |
S&P 500 TR USD |
| Total Annualized Returns % |
1yr, 3yr and 5yr Returns as of 2013-05-24 |
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Inception date: 1988-02-17 |
10yr and Inception Returns as of 2013-04-30 |
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YTD Returns as of 2013-05-24 |
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| The performance quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate thus an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted herein. For performance data current to the most recent month-end, please call 800-544-8544 or visit www.fidelity.com. |
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| Asset Allocation |
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| % of Net Assets |
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Cash |
1.0 |
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Stocks |
99.0 |
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Bonds |
0.0 |
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Other |
0.0 |
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Foreign Stocks |
1.2 |
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(as a % of Assets) |
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| Holding Status |
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| Total Number of Stock Holdings |
500 |
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Turnover % |
4 |
| Total Number of Bond Holdings
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0 |
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30 Day SEC Yield %
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--- |
| % of Assets in Top 10 Holdings |
18.08 |
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ending as of
2013-03-31 |
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View Data Definitions
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Data through 2013-03-31 |
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YTD Return through 2013-05-24 |
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Fund Inception: 1988-02-17 |
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Portfolio Manager (Start Date) |
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Patrick Waddell
(2004-02-29)
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Waddell has been a Portfolio Manager with Geode since July 2006. Previously, he was an Assistant Portfolio Manager with Geode since 2004. In addition to his portfolio management responsibilities, Waddell is responsible for quantitative research and new product development. Prior to joining Geode, he was employed by Fidelity in 1997 and served as a Senior Portfolio Assistant from 2002 to 2004. |
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Louis Bottari
(2009-01-31)
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Bottari has been an Assistant Portfolio Manager with Geode since May 2008. In addition to his portfolio management responsibilities, he is responsible for quantitative research and new product development. Prior to joining Geode, Bottari was employed by Fidelity in 1991 and served as an Assistant Portfolio Manager with Pyramis Global Advisors from 2005 to 2008. |
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Maximilian Kaufmann
(2009-12-01)
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Maximilian Kaufmann has been a Portfolio Manager with Geode since August 2009. He also serves as a Portfolio Manager for other registered investment companies. In addition to his portfolio management responsibilities, Mr. Kaufmann is responsible for quantitative research and new product development. Prior to joining Geode, Mr. Kaufmann was a Senior Vice President at PanAgora Asset Management from 2003 to 2007 and Lazard Asset Management from 2007 to 2009. |
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James B. Francis
(2011-10-21)
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James Francis has been a senior portfolio manager with Geode since September 2011. He has served as senior portfolio manager of the fund since October 2011. He also manages other registered investment companies. In addition to his portfolio management responsibilities, Mr. Francis is responsible for quantitative research and new product development. Prior to joining Geode, Mr. Francis was a Director and Portfolio Manager at Deutsche Asset Management from 2008 to 2011 and a Senior Portfolio Manager at Northern Trust Global Investments from 2005 to 2007. He was employed by State Street Global Advisors from 1987 to 2005. Mr. Francis holds BS in Applied Mathematics from University of Massachusetts, Amherst |
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Peter Matthew
(2012-08-31)
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Peter Matthew is assistant portfolio manager of the fund, which he has managed since August 2012. He also manages other funds. Since joining Geode in 2007, Mr. Matthew has worked as a senior operations associate, portfolio manager assistant, and assistant portfolio manager. Prior to joining Geode, Mr. Matthew was employed by eSecLending from 2005 to 2007 and by State Street Corporation from 2001 to 2005. |
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Sales Charge %
(taken from prospectus dated 2013-04-29)
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| Front: |
None |
| Deferred: |
None |
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| Expense Ratio % |
0.10 |
based on net assets
(taken from annual report dated 2013-02-28)
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| Correspondence Information |
Fidelity Concord Street Trust
82 Devonshire Street
Boston,
MA
02109
USA |
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