Fidelity Series 1000 Fund Quote
FIOOX Fund | USD 18.12 0.09 0.50% |
PerformanceGood
| Odds Of DistressLow
|
Fidelity Series is trading at 18.12 as of the 18th of September 2025; that is 0.50 percent increase since the beginning of the trading day. The fund's open price was 18.03. Fidelity Series has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 20th of June 2025 and ending today, the 18th of September 2025. Click here to learn more.
The fund normally invests at least 80 percent of assets in securities of companies with large market capitalizations included in the Russell 1000 Value Index, which is a market capitalization-weighted index designed to measure the performance of the large-cap value segment of the U.S. More on Fidelity Series 1000
Moving together with Fidelity Mutual Fund
Fidelity Mutual Fund Highlights
Fund Concentration | Fidelity Investments Funds, Large Value Funds, Large Value, Fidelity Investments, Large Value, Large Value (View all Sectors) |
Update Date | 30th of September 2025 |
Expense Ratio Date | 1st of April 2023 |
Fiscal Year End | January |
Fidelity Series 1000 [FIOOX] is traded in USA and was established 18th of September 2025. Fidelity Series is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Large Value category and is part of Fidelity Investments family. This fund currently has accumulated 6.04 B in assets under management (AUM) with no minimum investment requirementsFidelity Series 1000 is currently producing year-to-date (YTD) return of 8.57% with the current yeild of 0.02%, while the total return for the last 3 years was 12.54%.
Check Fidelity Series Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Fidelity Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Fidelity Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Fidelity Series 1000 Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Fidelity Series 1000 Mutual Fund Constituents
JPM | JPMorgan Chase Co | Stock | Financials | |
XOM | Exxon Mobil Corp | Stock | Energy | |
WMT | Walmart | Stock | Consumer Staples | |
VZ | Verizon Communications | Stock | Communication Services | |
UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
T | ATT Inc | Stock | Communication Services | |
PG | Procter Gamble | Stock | Consumer Staples | |
PFE | Pfizer Inc | Stock | Health Care |
Fidelity Series Top Holders
FRQAX | Fidelity Income Replacement | Mutual Fund | Target-Date 2000-2010 | |
FJAZX | Fidelity Freedom Blend | Mutual Fund | Target-Date 2000-2010 | |
FHFEX | Fidelity Freedom Blend | Mutual Fund | Target-Date 2000-2010 | |
FFBSX | Fidelity Freedom Blend | Mutual Fund | Target-Date 2065+ | |
FAXDX | Fidelity Advisor Freedom | Mutual Fund | Target-Date 2065+ | |
FHJFX | Fidelity Freedom Blend | Mutual Fund | Target-Date 2040 | |
FJATX | Fidelity Freedom Blend | Mutual Fund | Target-Date 2015 | |
FHPDX | Fidelity Freedom Blend | Mutual Fund | Target-Date 2000-2010 |
Fidelity Series 1000 Risk Profiles
Mean Deviation | 0.4594 | |||
Semi Deviation | 0.3527 | |||
Standard Deviation | 0.5953 | |||
Variance | 0.3544 |
Fidelity Series Against Markets
Other Information on Investing in Fidelity Mutual Fund
Fidelity Series financial ratios help investors to determine whether Fidelity Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Fidelity with respect to the benefits of owning Fidelity Series security.
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