FZROX
Fidelity ZERO Total Market Index Fund
1W: -3.2%
1M: -7.8%
3M: -7.6%
YTD: -7.0%
1Y: +14.2%
3Y: +63.6%
5Y: +65.6%
$22.90
+0.04 (+0.17%)
Weekly Expected Move ±2.1%
$21
$22
$22
$23
$23
Key Statistics
AUM$33.8B
Holdings2,527
Top 10 Wt35.4%
Volume0
Avg Volume0
Beta1.04
Portfolio Fundamentals
P/E273.7
P/B94.8
Div Yield1.18%
ROE38.3%
% Profitable68%
Inception2018-08-03
Sector Allocation
Technology
37.5%
Financial Services
12.7%
Consumer Cyclical
10.4%
Healthcare
9.4%
Industrials
8.7%
Communication Services
6.9%
+6 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | NVIDIA CORP | NVDA | 7.46% | $2.4B | 11,695,096 |
| 2 | APPLE INC | AAPL.NE | 6.06% | $1.9B | 7,113,118 |
| 3 | MICROSOFT CORP | MSFT | 5.81% | $1.8B | 3,562,762 |
| 4 | AMAZON.COM INC | AMZN | 3.58% | $1.1B | 4,651,749 |
| 5 | BROADCOM INC | AVGO | 2.63% | $833.3M | 2,254,426 |
| 6 | ALPHABET INC | GOOGL.SW | 2.47% | $784.0M | 2,788,260 |
| 7 | META PLATFORMS INC | META | 2.12% | $674.0M | 1,039,596 |
| 8 | ALPHABET INC | GOOG | 1.99% | $630.8M | 2,238,158 |
| 9 | TESLA INC | TSLA | 1.93% | $614.1M | 1,345,019 |
| 10 | BERKSHIRE HATHAWAY INC DEL | BRK-B | 1.32% | $419.7M | 878,874 |