Fidelity 500 Index Fund
Shareclass
Fidelity 500 Index (FXAIX)
Type
Open-end mutual fund
Manager
Gender equality score
54
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 531 out of 2,548 funds
See more funds from this group
All funds
Groups
Categories
Gender balance in leadership and workforce
27/40
Equal compensation and work life balance
9/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
1/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Fidelity 500 Index Fund FXAIX
Environment
Social
Search more funds
Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. International Flavors & Fragrances Inc0.05% of assets$297.18M invested
- 2. Citigroup Inc0.26% of assets$1.48B invested
- 3. Biogen Inc0.07% of assets$412.58M invested
- 4. Dow Inc0.08% of assets$456.01M invested
- 5. General Mills Inc0.08% of assets$436.55M invested
- 6. Boston Scientific Corp0.25% of assets$1.38B invested
- 7. Procter & Gamble Co0.85% of assets$4.76B invested
- 8. Cummins Inc0.08% of assets$463.02M invested
- 9. The Interpublic Group of Companies Inc0.02% of assets$134.21M invested
- 10. Marriott International Inc Class A0.13% of assets$709.05M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Old Dominion Freight Line Inc Ordinary Shares0.07% of assets$384.63M invested
- 2. Loews Corp0.03% of assets$165.87M invested
- 3. Lennar Corp Class A0.08% of assets$448.58M invested
- 4. Rollins Inc0.03% of assets$167.5M invested
- 5. PACCAR Inc0.12% of assets$659.54M invested
- 6. NVR Inc0.05% of assets$290.52M invested
- 7. Blackstone Inc0.19% of assets$1.08B invested
- 8. Nucor Corp0.08% of assets$463.3M invested
- 9. Super Micro Computer Inc0.09% of assets$504.37M invested
- 10. Steel Dynamics Inc0.04% of assets$233.81M invested
Find sustainably-invested mutual funds and ETFs
Search for funds from your 401(k), retirement plan, or personal portfolio
Financial performance
Performance data provided byFind more financial data on FXAIX at Morningstar.com
Ask your employer about gender-lens investing in your retirement plan
Find socially responsible funds that invest in gender equality
Learn more about As You Sow's Invest Your Values program
Visit Fossil Free Funds to measure the climate risk of this portfolio
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
Disclaimer: As You Sow is not an investment adviser
As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer
See our full disclaimer