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Fidelity 500 Index Fund (FXAIX) – Expense ratio: 0.015 percent Fidelity ZERO Large Cap Index (FNILX) – Expense ratio: 0 percent iShares Core S&P 500 ETF (IVV) – Expense ratio: 0.03 percent
Fidelity's best index funds feature low costs and good growth potential. Here are some of the top performers that are worth considering as retirement investments.
An index fund (also index tracker) is a mutual fund or exchange-traded fund (ETF) designed to follow certain preset rules so that it can replicate the performance ("track") of a specified basket of underlying investments.
In finance, Jensen's alpha [1] (or Jensen's Performance Index, ex-post alpha) is used to determine the abnormal return of a security or portfolio of securities over the theoretical expected return. It is a version of the standard alpha based on a theoretical performance instead of a market index .
MTD describes the return so far this month. For example: the month to date return for the stock is 8%. This means from the beginning of the current month until the current date, the stock has appreciated by 8%. [2] Comparing MTD measures can be misleading if not much of the month has occurred, or the date is not clear.
A look at the S&P 500’s current rolling three-year average return shows the market’s rise over this period has been almost exactly average. Currently, this return stands at around 30%; a year ...
For example, if a stock has a YTD return of 8%, it means that from January 1 of the current year to the present date, the stock has appreciated by 8%. Another example: if a property has a fiscal year-end of March 31, 2009, and the YTD rental income as of June 30, 2008, is $1,000, this indicates that the property earned $1,000 in rental income ...
Wall Street's main indexes notched double-digit gains in 2024, with the benchmark S&P 500 recording its best two-year run since 1997-1998. Those gains were driven by the U.S. Federal Reserve's ...