5 TOP Fidelity Index Funds BEATING the S&P 500 in the 2020 Recession

Posted on By Kelly Donner 44 Comments on 5 TOP Fidelity Index Funds BEATING the S&P 500 in the 2020 Recession

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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%

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Comments (44) on “5 TOP Fidelity Index Funds BEATING the S&P 500 in the 2020 Recession”

  1. 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! =)

    1. What do you think about FSCXS and FPURX. Will I have to pay a lot of taxes because they have high turnover rate? Plus, neither one of them pay very much dividend.

    2. Appreciate video content! Apologies for chiming in, I am interested in your thoughts. Have you thought about – Rozardner Mind Tricks Reality (Have a quick look on google cant remember the place now)? It is an awesome exclusive guide for revealing the trick to get the mind of a millionaire without the headache. Ive heard some awesome things about it and my m8 after a lifetime of fighting got cool success with it.

    3. I guess I’m kind of randomly asking but does anybody know of a good website to stream newly released movies online ?

    4. @Memphis Graham Lately I have been using FlixZone. Just search on google for it =)

  2. You are amazing, thank you so much! Maybe Fidelity EFT version next!? That would be awesome!

  3. Basically, almost anything that avoids small and mid-caps is outperforming a total market index fund. The market is forecasting smaller companies could struggle to make it through this economic crisis, while the larger companies have much stronger balance sheets and are more likely to get bailed out by our wonderful government. How long will this trend go on? Who knows. I’m sticking to my strategy, even though I’m overweight small/mid caps, but only because I have a very long investment horizon. Having said that, it should make people seriously consider just following Warren Buffett’s advice and just buy an S&P 500 index fund like FXAIX and chill.

    1. John THANK YOU for the detailed comment! I agree that things have changed over the past 5-10 years where the small/mid cap stocks have not outperformed as they have historically. I own index funds, small/mid/large in my 401k and Roth IRA. THANK YOU again for watching and leaving your $0.02 in the comments! 👍🏻😎

    2. Exactly! Its why I have most of my IRA funds with an S&P 500 fund (SWPPX with Charles Schwab). Low cost and recession resistant.

    4. @Mr. Berry I’m overweight small/mid caps in my retirement accounts because I have a long time to go. I’m sticking with the strategy. The second I’d switch to VOO, I know there would be a reversion to the mean and small caps would start to outperform again.

    5. @John It is a constant debate. S&P 500 funds are better in recessions, but Total USA stock market funds perform better in recovery years. Go with the risk that you are willing to tolerate.

  4. I know it’s an etf but, what about FSTA? Or could you kindly do for ETFs? You’re doing a great job. Thank you

    1. THANK YOU for that idea! You are not the 1st to suggest it so it is on my list for the near future! =) Thank you for watching and for leaving your $0.02 in the comments! 😎👍🏻

  5. Keep feeding us Fidelity information. I am trying to navigate the tools they offer.

    1. Thank you for watching and for leaving your $0.02 in the comments! 😎👍🏻

  6. FTEC was left out. I though they would struggle the most during this recession based on how tech companies did during the dotcom bubble of 2001, but they have done the best surprisingly.

    1. You are right Mr. Berry. The video was highlighting the index funds and not the ETF’s. You are not the first person to say that and I am considering doing an ETF version. Thank you for watching and for leaving your $0.02 in the comments! 😎👍🏻

    2. @The Average Joe Investor PALEEESE DO AN ETF VERSION. I love your energy

  7. I just opened my Roth IRA with Fidelity! I’m 18 and in college on a scholarship (thankfully), but trying to learn the best way to save and start investing 😅 thanks for the info

    4. @broken bones bbq better late than never. I’m 38 and have some money in 401k (not enough and not where I should be ) but never opened a roth IRA. crazy how the importance of having one isn’t emphasized for young people. had to learn on my own

    5. That is so smart! I’m 46 and will retire as a teacher by age 55-58, but when I was 18 someone told me to start a 401k and I didn’t. Wish I had because I was teaching privately for about 15 years!! God job girlfriend!!

  8. I was doing my own research to update my Fidelity 401K. Before I found this video, FXAIX my best choice. Liked minute 4:12. Thanks for the reviews

  9. I had FSPGX along with the Fidelity Small Cap Growth Index Fund in my HSA with Fidelity. I switched them out for FXAIX (SP Index), FSSNX (Sm Cap Index), FSMDX (Mid Cap Index) and FXNAX (US Bond Index). I did 40% to Sm, 25% to Mid, 25% to S&P, and 10% to Bond. I also keep $3,000 cash position b/c that’s my family deductible for the year. Anytime my cash falls below $3k Fidelity will stop auto-investment and use my payroll contributions to replenish my cash back to $3k before re-enabling auto-investment.
    FSPGX was going well for me but the dividends were next to nothing in December for me. Although I did finish the year up 23%. I watched an earlier posted video of yours talking about getting full exposure of the Small and Mid Cap separately versus doing a Total Index Fund. So far I’m up 7% YTD maybe higher after May 31st since the re-balancing of funds. You’ve given me a better understanding of what Total Index Funds are.

  10. Great info, looking to start a index fund with fidelity. This helps a lot.

  11. Great video! I learned a lot! I have one of the Fidelity Index funds you mentioned: FNCMX – Fidelity Nasdaq and it has held up well considering. Would love to see another video on total blended index and bond index funds

  12. Thanks for the info Joe. Your information was great.
    I feel more knowledgeable about investing in stocks!

  13. Nice thanks for the info! I have 2. The total market index fund and the s&p 500 index fund. I just started investing so let’s see how much they grow in the next 20 years!

  14. This was very helpful! Currently doing my research before the market goes back down so I’m ready to invest when it does. Thanks!

    1. THANK YOU for that feedback Laura and for watching/leaving your $0.02 in the comments. I appreciate it and GOOD LUCK! 😎👍🏻

    2. In investing there is no time to wait for a dip. Youre just losing money by the day. There is almost no reason to ever wait to start investing. Every day counts.

    3. @Nicholas Kopp I waited until the September market correction and it worked out great for me.

    4. Laura LoVetere September as in last month? That wasn’t a correction. I’m not against buying a dip but the only dips worthwhile to wait to buy into are crashes like the covid crash. But you and I both don’t know when those events will happen. That’s why you put your money in ASAP.

  15. I appreciate this video, I have my 401-k with Fidelity, and started buying fractional shares of stock with their brokerage account, and now I’m moving into the possibility of an index fund, and this helped explain the options. I just need to call Fidelity now.

  16. 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?

  17. 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 ?

  18. I don’t know who downvote this video. Thank you for taking your time making this video for us. We appreciate you 🙂

  19. Just educating myself in all this. Glad I found you man. You have a simple way to explain all this. Subscribed.

    1. AWESOME DAVID! Thank you so much for joining the Average Joe Investor community! Please let me know going forward what investing topics you want to learn more about as well as any feedback/questions you have!

  20. 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

Comments are closed.