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Why Invest in Fidelity Index Funds

Management experience

Fidelity has managed index funds for over 20 years. We understand why you're buying index funds—you want an investment that performs as closely to its benchmark as possible. Over time we seek to minimize tracking error—also known as the amount an index fund's performance deviates from its target index. Whether it's through solid trading techniques for funds that completely replicate an index or our use of statistical sampling and optimization techniques when necessary, we are focused on tracking benchmark performance and delivering the kinds of results our clients have come to expect.

A wide range of choices

If you're looking to build a portfolio of low-cost index funds, you'll find a wide array of choices at Fidelity. We now offer 15 index funds that attempt to track the performance of a range of the most widely followed equity and fixed income indexes. You'll find funds that seek to track U.S. stock market indexes of all market caps, as well as several international equity index funds, including an index fund dedicated to emerging markets. You'll also find bond index funds, including a fund that seeks to track the Barclays U.S. Aggregate Bond Index. If you'd rather not build your own portfolio of index funds, you can buy a diversified portfolio containing a combination of four Fidelity stock and bond index funds.

Index funds from Fidelity

Fund Investor Class Fidelity Advantage Class
Spartan 500 Index Fund View Fund View Fund
Spartan Total Market Index Fund View Fund View Fund
Spartan Extended Market Index Fund View Fund View Fund
Spartan Mid-Cap Index Fund View Fund View Fund
Spartan Small-Cap Index Fund View Fund View Fund
Spartan International Index Fund View Fund View Fund
Spartan Global ex-U.S. Index Fund View Fund View Fund
Spartan Emerging Markets Index Fund View Fund View Fund
Spartan U.S. Bond Index Fund View Fund View Fund
Spartan Short-Term Treasury Index Fund View Fund View Fund
Spartan Intermediate Treasury Index Fund View Fund View Fund
Spartan Long-Term Treasury Index Fund View Fund View Fund
Spartan Real Estate Index Fund View Fund View Fund
Fidelity Nasdaq Composite Index Fund n/a n/a
Fidelity Four-in-One Index Fund n/a n/a
Focus is on tooltip

Barclays U.S. Aggregate Bond Index

Barclays U.S. Aggregate Bond Index is a broad-based, market-value-weighted benchmark that measures the performance of the U.S.dollar-denominated, investment-grade, fixed-rate, taxable bond market. Sectors in the index include Treasuries, government-related and corporate securities, mortgage-backed securities (MBS) – agency fixed-rate and hybrid ARM pass-throughs -asset-backed securities (ABS), and commercial mortgage-backed securities (CMBS).

Questions?

Fidelity Learning Center

View all mutual fund education.

Before investing, consider the funds' investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus or, if available, a summary prospectus containing this information.  Read it carefully.

Indexes are unmanaged. It is not possible to invest directly in an index.

Stock markets are volatile and can decline significantly in response to adverse issuer, political, regulatory, market, or economic developments.

Foreign markets can be more volatile than U.S. markets due to increased risks of adverse issuer, political, market or economic developments, all of which are magnified in emerging markets.

In general the bond market is volatile, and fixed income securities carry interest rate risk. (As interest rates rise, bond prices usually fall, and vice versa. This effect is usually more pronounced for longer-term securities.) Fixed income securities also carry inflation risk, liquidity risk, call risk and credit and default risks for both issuers and counterparties. Unlike individual bonds, most bond funds do not have a maturity date, so avoiding losses caused by price volatility by holding them until maturity is not possible.

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