PDF Fidelity® Mid Cap Index Fund
[Pages:1]Fidelity? Mid Cap Index Fund
Release Date
..............................................................................................................................................................................................................................................................................................0.3..-.3..1..-.2.2..................................
Category
Mid-Cap Blend
Investment Objective & Strategy
From the investment's prospectus
The investment seeks to provide investment results that correspond to the total return of stocks of mid-capitalization United States companies.
The fund invests normally at least 80% of its assets in securities included in the Russell Midcap? Index. It lends securities to earn income.
Past name(s) : Fidelity? Mid Cap Index Instl Prem.
Volatility and Risk
Volatility as of 03-31-22
Low
Moderate
Investment High
Category
Risk Measures as of 03-31-22
3 Yr Std Dev
3 Yr Beta
Port Avg Rel S&P 500
20.79
1.17
1.11
.
Rel Cat
0.97
1.01
Principal Risks Lending, Loss of Money, Not FDIC Insured, Index Correlation/ Tracking Error, Issuer, Market/Market Volatility, Equity Securities, Passive Management, Mid-Cap
Important Information Morningstar Investment Profiles must be accompanied by Morningstar Disclosure and Glossary.
Funds or their affiliates may pay compensation to Voya? affiliates offering a fund. Such compensation may be paid out of distribution, service and/or 12b-1 fees that are deducted from the fund's assets, and/or may be paid directly by the fund's affiliates. Any fees deducted from fund assets are discussed in the fund's prospectus and disclosed in the fund fact sheet. Because these fees are paid on an on-going basis, over time these fees will increase the cost of your investment and may cost you more than paying other types of sales charges. If offered through a retirement program, additional fees and expenses may be charged under that program. NOT A DEPOSIT. NOT FDIC INSURED. NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. NOT GUARANTEED BY THE INSTITUTION. MAY GO DOWN IN VALUE.
Portfolio Analysis
Composition as of 02-28-22
U.S. Stocks Non-U.S. Stocks Bonds Cash Other
% Assets
98.4 1.1 0.0 0.4 0.0
Top 10 Holdings as of 02-28-22
% Assets
Marvell Technology Inc
0.53
Palo Alto Networks Inc
0.53
Pioneer Natural Resources Co
0.49
Marathon Petroleum Corp
0.45
.S..y..n..o..p..s..y..s..I.n..c.............................................................................0....4..5.
Fortinet Inc
0.43
Fidelity Revere Str Tr
0.42
IDEXX Laboratories Inc
0.42
Simon Property Group Inc
0.42
Amphenol Corp Class A
0.41
Operations Gross Prosp Exp Ratio Net Prosp Exp Ratio Management Fee 12b-1 Fee Other Fee Miscellaneous Fee(s) Fund Inception Date Total Fund Assets ($mil) Annual Turnover Ratio % Fund Family Name
Notes
0.03% of fund assets 0.03% of fund assets 0.03%
. . 0.00% 09-08-11 26,812.3 14.00 Fidelity Investments
Morningstar Style BoxTM as of 02-28-22
% Mkt Cap
Large Mid Small
G...i.a..n..t...........................................0.....0..0.
Large
13.60
Medium
75.24
S...m...a..l.l........................................1..1.....0..0.
Value Blend Growth
Micro
0.16
Morningstar Equity Sectors as of 02-28-22
% Fund
h ........C...y.c..l.i.c..a..l............................................................................3..9....2..4.
r Basic Materials
4.50
t Consumer Cyclical
12.99
y Financial Services
13.05
u Real Estate
8.70
j ........S...e..n..s..it..i.v.e...........................................................................4..1....0..8.
i Communication Services
3.74
o Energy
5.30
p Industrials
13.68
a Technology
18.36
k ........D...e..f.e..n..s..i.v..e.........................................................................1..9....6..7.
s Consumer Defensive
4.13
d Healthcare
10.75
f Utilities
4.79
Waiver Data
Type
.
.
Exp. Date
%
.
.
Portfolio Manager(s)
Louis Bottari. Since 2011.
Peter Matthew. Since 2012.
................................................................................................
Advisor
Fidelity Management & Research
Company LLC
Subadvisor
Geode Capital Management, LLC
?2022 Morningstar, Inc., Morningstar Investment ProfilesTM 312-696-6000. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of information. Past performance is no guarantee of future performance. Visit our investment website at .
?
13.D122-122 (04/22) CN1943339_1223
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