Fidelity Flex 500 Index Fund (FDFIX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.00: the stock has moved roughly in step with the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 16, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerFidelity Flex 500 Index Fund (FDFIX) trades at $32.83. Fidelity Flex 500 Index is a mutual fund that tracks the performance of the Fidelity U.S. Large Cap IndexSM, investing primarily in U.S. large-cap stocks.
Price as of · Last analyzed: Mar 16, 2026Analyst Coverage for FDFIX: FDFIX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Fidelity Flex 500 Index Fund Company Overview
Fidelity Flex 500 Index (FDFIX) is a passively managed mutual fund designed to mirror the performance of the Fidelity U.S. Large Cap IndexSM. It offers investors exposure to a diversified portfolio of U.S. large-capitalization stocks through a float-adjusted, market capitalization-weighted strategy, providing a cost-effective way to track the broader market.
What Is the Investment Thesis for FDFIX?
Fidelity Flex 500 Index (FDFIX) presents an investment opportunity for investors seeking broad exposure to the U.S. large-cap equity market. The fund's passive management strategy and low expense ratio make it a noteworthy option for investors looking to track the performance of the Fidelity U.S. Large Cap IndexSM. With a market cap of $8.15 billion and a beta of 1.00, FDFIX offers a diversified portfolio of U.S. large-cap stocks. Growth catalysts include continued growth in the U.S. economy and positive sentiment towards large-cap equities. The fund's performance is closely tied to the performance of the underlying index, making it a suitable investment for investors who believe in the long-term growth potential of the U.S. large-cap market. However, potential risks include market volatility and economic downturns, which could negatively impact the fund's performance.
Based on FMP financials and quantitative analysis
FDFIX Key Highlights
Market Cap: $8.15 billion, indicating substantial size and liquidity.
- Beta: 1.00, suggesting the fund's volatility is similar to the overall market.
- Passive Management: Aims to replicate the Fidelity U.S. Large Cap IndexSM, offering a cost-effective approach.
- Diversified Portfolio: Provides exposure to a broad range of U.S. large-cap stocks.
- Low Expense Ratio: Offers a cost-effective way to track the U.S. large-cap market.
Who Are FDFIX's Competitors?
FDFIX is benchmarked below against 5 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| FCPGX Fidelity Small Cap Growth Fund | $34.23 | +1.36% | $7.66B | — |
| FMCSX Fidelity Mid-Cap Stock Fund | $50.63 | +1.30% | $9.07B | — |
| FOSKX Fidelity Overseas Fund | $75.12 | +1.69% | $7.82B | — |
| FZILX Fidelity International Index Fund | $17.00 | +1.07% | $12.1B | — |
| PMEGX T. Rowe Price Institutional Mid-Cap Equity Growth Fund | $53.50 | +0.68% | $6.60B | — |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are FDFIX's Key Strengths?
Low expense ratio
- Passive management strategy
- Diversified portfolio of U.S. large-cap stocks
- Strong brand reputation of Fidelity Investments
What Are FDFIX's Weaknesses?
Limited potential for outperformance due to passive management
- Performance is tied to the performance of the underlying index
- Vulnerable to market downturns and economic volatility
- No dividend yield
What Are the Key Risks for FDFIX?
Market volatility and economic downturns could negatively impact the fund's performance.
- Increased competition from other index funds and ETFs.
- Changes in the composition of the underlying index could affect the fund's returns.
- Regulatory changes impacting the investment management industry.
What Are FDFIX's Competitive Advantages?
- Brand Reputation: Fidelity Investments has a strong brand reputation and a long history of providing investment products and services.
- Scale: The fund benefits from Fidelity's large asset base and economies of scale.
- Low Expense Ratio: FDFIX offers a competitive expense ratio compared to other index funds.
- Passive Management: The fund's passive management strategy provides a cost-effective way to track the U.S. large-cap market.
What Does FDFIX Do?
Fidelity Flex 500 Index (FDFIX) is a mutual fund offered by Fidelity Investments. It is designed to replicate the performance of the Fidelity U.S. Large Cap IndexSM, which represents the investment results of U.S. large-capitalization stocks. The fund operates under a passive management strategy, aiming to mirror the index's composition and weighting. This approach seeks to provide investors with returns that closely match the index, before fees and expenses. The fund invests at least 80% of its assets in common stocks included in the Fidelity U.S. Large Cap IndexSM. The index is a float-adjusted market capitalization-weighted index, meaning that the weight of each stock in the index is determined by its market capitalization, adjusted for the number of shares available to the public. This weighting methodology ensures that the fund's portfolio reflects the relative importance of each company in the U.S. large-cap market. The fund is available to investors seeking broad market exposure to U.S. large-cap equities. Fidelity Investments, the fund's manager, is a well-established financial services company with a long history of providing investment products and services to individuals and institutions. The fund benefits from Fidelity's expertise in managing index funds and its extensive research capabilities. FDFIX offers a cost-effective and transparent way for investors to gain exposure to the U.S. large-cap equity market.
What Products and Services Does FDFIX Offer?
- Invests primarily in common stocks included in the Fidelity U.S. Large Cap IndexSM.
- Replicates the performance of the Fidelity U.S. Large Cap IndexSM.
- Utilizes a float-adjusted market capitalization-weighted approach.
- Provides investors with exposure to U.S. large-capitalization stocks.
- Offers a passively managed investment strategy.
- Aims to deliver returns that closely match the index's performance.
How Does FDFIX Make Money?
- Operates as a passively managed mutual fund.
- Generates revenue through management fees charged to investors.
- Tracks the performance of the Fidelity U.S. Large Cap IndexSM.
- Invests in a diversified portfolio of U.S. large-cap stocks.
What Industry Does FDFIX Operate In?
Fidelity Flex 500 Index (FDFIX) operates within the investment management industry, specifically in the segment of passively managed index funds. The industry is characterized by increasing demand for low-cost investment options and growing popularity of passive investment strategies. The competitive landscape includes other index funds and ETFs that track similar benchmarks. FDFIX competes with these funds based on its expense ratio, tracking error, and the reputation of its manager, Fidelity Investments. The fund's performance is closely tied to the overall performance of the U.S. large-cap equity market.
Who Are FDFIX's Key Customers?
- Individual investors seeking broad market exposure.
- Retirement plan participants.
- Financial advisors allocating client assets.
- Institutional investors seeking passive investment strategies.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 41 snapshots
| 2026-08-23 | 44 |
| 2026-08-31 | 44 |
| 2026-09-08 | 44 |
| 2026-09-16 | 44 |
| 2026-09-24 | 44 |
| 2026-10-04 | 44 |
What changed?
The score has stayed at 44.
Over the same 30 days the stock moved -0.5%.
FDFIX Financials
Bull Case vs Bear Case
Bull Case
- Low expense ratio
- Passive management strategy
- Diversified portfolio of U.S. large-cap stocks
- Strong brand reputation of Fidelity Investments
Bear Case
- Limited potential for outperformance due to passive management
- Performance is tied to the performance of the underlying index
- Vulnerable to market downturns and economic volatility
- No dividend yield
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
FDFIX Latest News
No recent news available for FDFIX.
FDFIX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for FDFIX.
Price Targets
Wall Street price target analysis for FDFIX.
FDFIX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for FDFIX; grades run from A+ (80-100) to F (below 30).
Fidelity Flex 500 Index Fund Stock: Key Questions Answered
What does Fidelity Flex 500 Index do?
Fidelity Flex 500 Index (FDFIX) is a passively managed mutual fund designed to replicate the performance of the Fidelity U.S. Large Cap IndexSM.
What do analysts say about FDFIX stock?
As a passively managed index fund, FDFIX is not typically subject to individual stock analyst ratings. Instead, analysts focus on the overall performance of the U.S. large-cap equity market and the fund's ability to track its underlying index. Key valuation metrics to consider include the fund's expense ratio, tracking error, and the performance of the Fidelity U.S. Large Cap IndexSM.
What are the main risks for FDFIX?
The main risks for FDFIX are primarily related to market volatility and economic downturns. As a passively managed index fund, FDFIX's performance is directly tied to the performance of the Fidelity U.S. Large Cap IndexSM. A significant decline in the U.S. large-cap equity market would negatively impact the fund's returns.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- The information provided is based on publicly available data and is intended for informational purposes only.
- Investment decisions should be made after consulting with a qualified financial advisor.