Fidelity 500 Index Fund

Fidelity Concord Street Trust · Series S000006027 · 1 share classes

Equity fund · 100% stocks
One fund, 1 share classes:FXAIX
$749.11B NAV
507 positions · as of 2026-02-28 · filed 2026-04-24
data updated 2026-08-10

Fund profile

As filed in the prospectus · 2026 Q2

Fidelity 500 Index Fund 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 · summarised

The fund tracks the S&P 500 Index, a market-capitalization-weighted index of 500 large-capitalization U.S. stocks, by holding common stocks included in the index. The fund may also lend securities to generate additional income.

Expenses
0.01%one share class
Share classExpense ratio
FXAIX0.01%

Portfolio turnover 3.00% · as of 2026 Q2

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q1

100.16%
of net assets
Stocks99.87%
Cash & short-term0.28%
Bonds0.01%
Derivatives0.00%

Derivatives are shown at market value, not notional exposure.

Latest quarter

What changed since the fund's previous filing

vs 2025Q4: 8 new8 exited

New: CRH PLC, FIX, CIEN, CVNA, ARES, AMCOR PLC, UST BILLS, CHICAGO MERCANTILE EXCH INC

Exited: KELLANOVA, AMCOR PLC, DAYFORCE INC, SOLS, LKQ, MHK, UST BILLS, CHICAGO MERCANTILE EXCH INC

Return profile

Total return as filed — price change plus distributions reinvested · trailing figures to Feb 2026

1-year
3-year
5-year
Volatility
Worst 3-yr fall
Cumulative return· Mar 2023 – Feb 2026

Debt profile

What this fund holds — value-weighted across its bond and securitized long positions · as of 2026-02-28

Avg coupon
0.00%
Avg maturity
0.21 yr
Coupon type

Share of the fund's debt by how its coupon behaves — the fact that decides whether a rate move reaches this portfolio at all.

0%
floating
Fixed rate100.0%
Maturity ladder

Share of the fund's debt value in each maturity band, shortest first.

<1y
<1y100.0%
Flagged holdings
Defaulted: none reported
In arrears: none reported
Paid in kind: none reported

Based on what filers reported; a filer that never reported a flag also reads as none.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
NVIDIA CORPNVDA7.32%$54.80B
APPLE INCAAPL6.63%$49.68B
MICROSOFT CORPMSFT4.96%$37.15B
AMAZON.COM INCAMZN3.47%$26.00B
ALPHABET INCGOOGL3.08%$23.08B
BROADCOM INCAVGO2.56%$19.20B
ALPHABET INCGOOG2.46%$18.43B
META PLATFORMS INCMETA2.40%$17.97B
TESLA INCTSLA1.92%$14.39B
BERKSHIRE HATHAWAY INC DELBRK/B1.57%$11.78B
Showing 10 of 507Sign in to see more

Top 10 positions are 36.37% of net assets, top 25 49.34%, across 503 issuers.

See more of this fund's book

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