Fidelity Large Cap Growth Idx Prm (FSUPX)
For informational purposes only. Not financial advice. Analysis by Sedat Aydin, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Fidelity Large Cap Growth Idx Prm (FSUPX) with AI Score 44/100 (Weak). Fidelity Large Cap Growth Index Premium (FSUPX) is a mutual fund seeking to replicate the performance of large-cap U. S. growth stocks. Market cap: 0, Sector: Financial services.
Last analyzed: Mar 17, 2026Fidelity Large Cap Growth Idx Prm (FSUPX) Financial Services Profile
Fidelity Large Cap Growth Index Premium (FSUPX) provides investors access to large-cap U.S. growth stocks, mirroring the Russell 1000® Growth Index. With a focus on replicating index performance, FSUPX offers a passively managed investment option within the competitive asset management landscape, targeting investors seeking growth-oriented exposure.
Investment Thesis
FSUPX presents a straightforward investment proposition: mirroring the performance of the Russell 1000® Growth Index. With a market cap of $1.31 billion, the fund offers exposure to the large-cap growth segment. A key value driver is its low expense ratio relative to actively managed growth funds. Growth catalysts include continued investor interest in passively managed funds and the sustained outperformance of large-cap growth stocks. However, potential risks include underperformance relative to the index due to tracking error and the cyclical nature of growth stocks, which may underperform during economic downturns. As of 2026, the fund's performance will largely depend on the overall health and growth of the U.S. large-cap equity market.
Based on FMP financials and quantitative analysis
Key Highlights
- FSUPX seeks to replicate the performance of the Russell 1000® Growth Index, providing exposure to large-cap U.S. growth stocks.
- The fund maintains a minimum of 80% of its assets invested in securities included within the Russell 1000® Growth Index.
- FSUPX is a passively managed index fund, offering a cost-effective investment option.
- The fund generates income through securities lending activities.
- With a market capitalization of $1.31 billion, FSUPX is accessible to a wide range of investors.
Competitors & Peers
Strengths
- Low expense ratio
- Accurate index tracking
- Established brand reputation
- Extensive distribution network
Weaknesses
- Limited differentiation from other index funds
- Vulnerability to market downturns
- Lack of active management flexibility
- Reliance on the performance of the Russell 1000® Growth Index
Catalysts
- Ongoing: Continued growth in passive investing trends driving inflows.
- Ongoing: Sustained outperformance of large-cap growth stocks relative to other market segments.
- Upcoming: Potential interest rate cuts by the Federal Reserve boosting equity valuations.
- Upcoming: Increased investor demand for low-cost investment options.
Risks
- Potential: Underperformance relative to the Russell 1000® Growth Index due to tracking error.
- Potential: Cyclical downturn in growth stocks leading to decreased returns.
- Ongoing: Increased competition among index fund providers driving down fees.
- Potential: Changes in tax regulations impacting fund returns.
- Ongoing: Market volatility and economic uncertainty affecting investor sentiment.
Growth Opportunities
- Increased Adoption of Passive Investing: The ongoing shift from active to passive investing strategies presents a significant growth opportunity for FSUPX. As investors increasingly seek low-cost, market-tracking investment options, demand for index funds like FSUPX is expected to rise. The global passive investment market is projected to reach trillions of dollars by 2028, driven by factors such as lower fees and consistent performance relative to benchmarks. FSUPX can capitalize on this trend by marketing its cost-effectiveness and alignment with the Russell 1000® Growth Index.
- Expansion of Distribution Channels: FSUPX can expand its reach by leveraging Fidelity's extensive distribution network and exploring new partnerships with financial advisors and online brokerage platforms. Increasing accessibility to a wider range of investors can drive asset growth and market share. The growth of online investment platforms and robo-advisors provides additional avenues for distribution. By strategically expanding its distribution channels, FSUPX can tap into new investor segments and accelerate its growth trajectory.
- Product Innovation and Diversification: Fidelity could expand its suite of index-tracking funds to capture additional market segments. Launching new funds focused on specific sectors or investment themes within the large-cap growth space can attract investors seeking targeted exposure. The development of ESG-focused index funds or thematic funds aligned with emerging trends can also drive growth. By innovating its product offerings, FSUPX can cater to evolving investor preferences and maintain a competitive edge in the asset management industry.
- Enhanced Marketing and Investor Education: Implementing targeted marketing campaigns and investor education initiatives can raise awareness of FSUPX and its benefits. Highlighting the fund's low expense ratio, index-tracking accuracy, and exposure to the large-cap growth market can attract new investors. Investor education programs focused on the advantages of passive investing and the role of index funds in portfolio construction can also drive demand. By effectively communicating its value proposition, FSUPX can enhance its brand recognition and attract a larger investor base.
- Strategic Partnerships and Acquisitions: Fidelity could pursue strategic partnerships or acquisitions to expand its index fund capabilities and market reach. Partnering with other asset managers or technology providers can enhance its product offerings and distribution channels. Acquiring smaller index fund providers can accelerate growth and increase market share. By strategically leveraging partnerships and acquisitions, FSUPX can strengthen its competitive position and capitalize on emerging opportunities in the asset management industry.
Opportunities
- Increased adoption of passive investing
- Expansion of distribution channels
- Product innovation and diversification
- Strategic partnerships and acquisitions
Threats
- Increased competition from other index fund providers
- Market volatility and economic downturns
- Changes in investor sentiment towards growth stocks
- Regulatory changes impacting the asset management industry
Competitive Advantages
- Low Expense Ratio: FSUPX's low expense ratio provides a cost advantage over actively managed funds and some competing index funds.
- Index-Tracking Expertise: Fidelity's expertise in index tracking ensures accurate replication of the Russell 1000® Growth Index.
- Brand Reputation: Fidelity's established brand reputation and strong track record attract investors.
- Scale and Distribution: Fidelity's large scale and extensive distribution network provide a competitive advantage.
About FSUPX
Fidelity Large Cap Growth Index Premium (FSUPX) is a passively managed mutual fund designed to mirror the investment results of the Russell 1000® Growth Index. The fund was created to provide investors with a cost-effective way to gain exposure to the large-cap growth segment of the U.S. equity market. Launched by Fidelity Investments, a well-established financial services company, FSUPX leverages Fidelity's expertise in index tracking and fund management. The fund operates by investing at least 80% of its assets in securities included in the Russell 1000® Growth Index, a market capitalization-weighted index that measures the performance of large-cap growth companies in the United States. This index includes companies exhibiting higher price-to-book ratios and higher forecasted growth values. FSUPX generates income by lending securities. The fund is available to a wide range of investors, including individuals and institutions, seeking to align their investment portfolios with the performance of the large-cap growth market. FSUPX is part of Fidelity's broader suite of index funds, offering investors diversified investment options across various market segments and investment styles.
What They Do
- FSUPX invests primarily in stocks of large capitalization U.S. companies.
- The fund seeks to replicate the total return of the Russell 1000® Growth Index.
- FSUPX maintains a minimum of 80% of its assets in securities included in the index.
- The fund offers investors exposure to the large-cap growth segment of the U.S. equity market.
- FSUPX is a passively managed index fund, providing a cost-effective investment option.
- The fund generates income through securities lending activities.
- FSUPX is part of Fidelity's suite of index funds, offering diversified investment options.
Business Model
- FSUPX generates revenue by managing assets under management (AUM).
- The fund charges a management fee, which is a percentage of AUM.
- FSUPX also generates income through securities lending activities.
- The fund's profitability is driven by its ability to attract and retain investor capital.
Industry Context
FSUPX operates within the asset management industry, specifically in the index fund segment. The industry is characterized by increasing demand for passively managed investment products, driven by their lower costs and potential for tracking market returns. The competitive landscape includes other index fund providers, such as DFCIX, GRMIX, IVWAX, MCBIX, and MCSVX, each offering similar products tracking various market indices. The growth of the index fund market is fueled by trends such as the shift from active to passive investing and the increasing availability of low-cost investment options. The fund industry is subject to regulatory oversight and market volatility, impacting fund performance and investor sentiment.
Key Customers
- Individual investors seeking exposure to large-cap U.S. growth stocks.
- Institutional investors looking for cost-effective index-tracking solutions.
- Financial advisors seeking to build diversified portfolios for their clients.
- Retirement plans and other institutional investors.
Financials
Chart & Info
Fidelity Large Cap Growth Idx Prm (FSUPX) stock price: Price data unavailable
Latest News
No recent news available for FSUPX.
Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for FSUPX.
Price Targets
Wall Street price target analysis for FSUPX.
MoonshotScore
What does this score mean?
The MoonshotScore rates FSUPX's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
FSUPX Financial Services Stock FAQ
What does Fidelity Large Cap Growth Idx Prm do?
Fidelity Large Cap Growth Index Premium (FSUPX) is a passively managed mutual fund designed to replicate the performance of the Russell 1000® Growth Index. The fund invests primarily in large-cap U.S. companies exhibiting growth characteristics, offering investors exposure to this specific market segment. By mirroring the index, FSUPX aims to provide returns that closely align with the overall performance of large-cap growth stocks, making it a suitable option for investors seeking diversified exposure to this asset class without the higher fees associated with active management.
What do analysts say about FSUPX stock?
FSUPX is not a stock, but a mutual fund. Analysts typically evaluate the fund based on its tracking error, expense ratio, and performance relative to its benchmark, the Russell 1000® Growth Index. The fund's performance is largely dependent on the overall performance of the large-cap growth segment of the U.S. equity market. Investors may want to evaluate the fund's historical performance, expense ratio, and investment strategy when evaluating its suitability for their portfolios. As of 2026, analyst consensus suggests continued growth in the large-cap growth segment, but with potential for increased volatility.
What are the main risks for FSUPX?
The primary risks associated with FSUPX include tracking error, which is the deviation between the fund's performance and the Russell 1000® Growth Index. Additionally, the fund is subject to market risk, as its performance is directly tied to the performance of the large-cap growth segment. Economic downturns or changes in investor sentiment towards growth stocks could negatively impact the fund's returns. Increased competition among index fund providers could also put pressure on fees, potentially impacting the fund's profitability. Investors should carefully consider these risks before investing in FSUPX.
How sensitive is FSUPX to interest rate changes?
FSUPX's sensitivity to interest rate changes is indirect, as it invests in equities rather than fixed-income securities. However, interest rate movements can impact the valuations of the underlying companies within the Russell 1000® Growth Index. Rising interest rates can negatively affect growth stocks by increasing borrowing costs and reducing future earnings expectations. Conversely, falling interest rates can boost growth stock valuations by lowering borrowing costs and increasing future earnings potential. Investors should monitor interest rate trends and their potential impact on the large-cap growth market when evaluating FSUPX.
How does FSUPX generate income for its investors?
FSUPX primarily generates income for its investors through capital appreciation of the underlying stocks within the Russell 1000® Growth Index. As the value of these stocks increases, the fund's net asset value (NAV) also increases, resulting in capital gains for investors. Additionally, FSUPX generates income through securities lending activities, where it lends out securities to other institutions for a fee. This income is then passed on to investors in the form of higher returns. However, the fund does not pay dividends, as its primary focus is on capital appreciation rather than income generation.
What are the key factors to evaluate for FSUPX?
Fidelity Large Cap Growth Idx Prm (FSUPX) currently holds an AI score of 44/100, indicating low score. Key strength: Low expense ratio. Primary risk to monitor: Potential: Underperformance relative to the Russell 1000® Growth Index due to tracking error.. This is not financial advice.
How frequently does FSUPX data refresh on this page?
FSUPX prices update in real time during U.S. market hours (9:30 AM-4:00 PM ET, weekdays). Fundamentals refresh after quarterly or annual filings. Analyst ratings and AI insights update daily. News is aggregated continuously from financial sources.
What has driven FSUPX's recent stock price performance?
Recent price movement in Fidelity Large Cap Growth Idx Prm (FSUPX) can be influenced by earnings results, analyst revisions, sector rotation, and broader market sentiment. Notable catalyst: Low expense ratio. Check the News and Technical Analysis tabs for the latest drivers. Past performance does not predict future results.
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
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- The information provided is based on available data and is subject to change.
- Investment decisions should be made based on individual circumstances and risk tolerance.