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: 491 out of 2,541 funds
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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
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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 Inc0.04% of assets$231.16M invested
- 2. Citigroup Inc0.25% of assets$1.27B invested
- 3. Biogen Inc0.07% of assets$377.09M invested
- 4. Dow Inc0.09% of assets$470.07M invested
- 5. General Mills Inc0.09% of assets$447.43M invested
- 6. Procter & Gamble Co0.87% of assets$4.49B invested
- 7. Cummins Inc0.09% of assets$456.64M invested
- 8. Marriott International Inc Class A0.14% of assets$739.31M invested
- 9. Bank of America Corp0.55% of assets$2.85B invested
- 10. JM Smucker Co0.03% of assets$152.96M 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. NVR Inc0.06% of assets$290.74M invested
- 2. Old Dominion Freight Line Inc Ordinary Shares0.09% of assets$474.82M invested
- 3. Loews Corp0.03% of assets$164.95M invested
- 4. O'Reilly Automotive Inc0.15% of assets$771.59M invested
- 5. Lennar Corp Class A0.09% of assets$475.56M invested
- 6. Rollins Inc0.03% of assets$148.39M invested
- 7. PACCAR Inc0.13% of assets$695.67M invested
- 8. Steel Dynamics Inc0.05% of assets$244.13M invested
- 9. Builders FirstSource Inc0.06% of assets$288.86M invested
- 10. Brown & Brown Inc0.05% of assets$238.57M invested
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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
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