Fidelity 500 Index Fund
Shareclass
Fidelity 500 Index (FXAIX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Fidelity 500 Index Fund
FUND COVERAGE
# of holdings503
% of assets100%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
27 / 40
Gender Equality: Equal Compensation and Work Life Balance
9 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. International Flavors & Fragrances Inc0.03%$219.26M
- 2. Procter & Gamble Co0.67%$4.67B
- 3. Biogen Inc0.04%$245.99M
- 4. Dow Inc0.03%$221.06M
- 5. Boston Scientific Corp0.28%$1.98B
- 6. Marriott International Inc Class A0.11%$773.18M
- 7. Bank of America Corp0.61%$4.22B
- 8. Welltower Inc0.19%$1.33B
- 9. The Interpublic Group of Companies Inc0.02%$126M
- 10. Mondelez International Inc Class A0.15%$1.01B
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. TKO Group Holdings Inc0.02%$161.34M
- 2. Lennar Corp Class A0.06%$392.51M
- 3. Palantir Technologies Inc Ordinary Shares - Class A0.61%$4.23B
- 4. Old Dominion Freight Line Inc Ordinary Shares0.05%$356.48M
- 5. Super Micro Computer Inc0.04%$270.72M
- 6. Brown & Brown Inc0.05%$345.01M
- 7. PACCAR Inc0.1%$666.42M
- 8. Steel Dynamics Inc0.03%$229.5M
- 9. Universal Health Services Inc Class B0.02%$131.86M
- 10. Rollins Inc0.03%$201.8M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Fidelity 500 Index Fund
Totals
Holdings
Assets
Weight
Prisons
22
$137.16B
20%
Prisons high risk
4
$2.3B
0.33%
Private prisons
0
$0
0%
Borders
24
$129.61B
19%
Borders high risk
13
$13.94B
2%
Total
36
$159.42B
23%
Holdings — 36 flagged holdings
1.
Microsoft Corp
:$47.82B
6.87%
2.
Amazon.com Inc
:$27.47B
3.95%
3.
Alphabet Inc Class A
:$15.73B
2.26%
4.
Alphabet Inc Class C
:$12.73B
1.83%
5.
Berkshire Hathaway Inc Class B
$11.71B
1.68%
6.
Walmart Inc
$5.32B
0.76%
7.
Costco Wholesale Corp
$5.31B
0.76%
8.
Palantir Technologies Inc Ordinary Shares - Class A
:$4.23B
0.61%
9.
Salesforce Inc
:$3.12B
0.45%
10.
McDonald's Corp
$2.85B
0.41%
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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