Fidelity ZERO Large Cap Index Fund Review

The Fidelity ZERO Total Market Index Fund is designed to track the entire U.S. equity market. It charges no fees and earns four stars from Morningstar. The fund is very similar to the Fidelity ZERO Large Cap Index Fund, but it adds mid-cap and small-cap stocks. It is also relatively low-cost, with a 0% expense ratio. But before you buy, you should know what you're getting yourself into.

 Fidelity ZERO Large Cap Index Fund

Fidelity's ZERO Large Cap Index Fund doesn't track the S&P 500 or Nasdaq-100. Instead, it tracks the Fidelity U.S. Large Cap Index, which tracks the largest companies in the United States. Because the fund doesn't track the S&P, Fidelity can keep costs low. But if you're not sure which index to choose, you can also invest in the Vanguard Completion Index Fund, which has about 3,000 stocks but no S&P 500 index.

Whether or not you choose to invest in a Fidelity fund depends on your investment goals and risk tolerance. Before investing, make sure you understand all the risks and fees involved before deciding which one to buy. It's also a good idea to read up on the fund company's history. Vanguard, for example, sometimes increases fees during bear markets.

Fidelity's large range of mutual funds also includes ultra-low cost index funds. This is a big plus, since low fees and expense ratios eat into returns. Although the return on many investments is uncertain, expenses are one way to keep costs low. Lower expenses mean more money in your pocket and in your portfolio. So, before investing in a Fidelity ZERO Large Cap Index Fund, keep these things in mind.

FNILX Dividend

The fund currently pays a dividend of 1.11%. 

Top 10 FNILX Holdings

  1. AAPL
  2. MSFT
  3. AMZN
  4. TSLA
  5. GOOGL
  6. GOOG
  7. NVDA
  8. BRK/B
  9. META
  10. UNH

These top 10 holdings are weighted at 28.8% of the overall portfolio. 

Leave a comment