Page 361 - DCAC Feb 2026 Files
P. 361
Fidelity International Index 12/31/25
FUND INFORMATION PEER GROUP ANALYSIS - Foreign Large Blend RISK VS. RETURN (5 YEARS*)
Fund Fidelity Investments 50.0 15.0
Family:
Fund Inception: 09/08/2011
Portfolio Team Managed 40.0
Manager: 12.0
Total 74,057 Million
Assets:
30.0
Turnover 4.00 % 9.0
Return 20.0 Return (%)
Firm and Management: 6.0
Fidelity was founded in 1946 by
Edward Johnson II and headquartered 10.0
in Boston, MA. Fidelity has investment
funds that span from domestic markets 3.0
to the international stage and manages 0.0
nearly $13 trillion in assets under
administration. This fund has five 0.0
portfolio managers led by Louis Bottari 6.0 9.0 12.0 15.0 18.0 21.0
and Peter Matthew. -10.0
Risk (Standard Deviation %)
Last Year 1 3 5 7 10
Investment Strategy: Quarter To Date Year Years Years Years Years Return Standard
Fidelity® International Index Fund is a ¢ £ Fidelity International Index 4.59 (41) 31.96 (42) 31.96 (42) 17.42 (37) 9.13 (25) 10.74 (41) 8.42 (38) Deviation
diversified international equity strategy MSCI EAFE (Net) 4.86 (32) 31.22 (50) 31.22 (50) 17.22 (43) 8.92 (29) 10.54 (47) 8.18 (47) ¢ £ Fidelity International Index 9.13 14.90
that seeks to closely track the returns MSCI EAFE (Net) 8.92 14.16
and characteristics of the MSCI EAFE Median 4.36 31.18 31.18 16.98 8.06 10.46 8.12 ¾ Median 8.06 14.64
Index, a market-cap-weighted index
that includes large/mid-cap firms in 21
developed-markets countries, excluding
the U.S. and Canada. CALENDAR YEAR RETURNS AND PERCENTILE RANKINGS
2024 2023 2022 2021 2020 2019 2018
Innovest Assessment:
As an index fund, this fund is expected Fidelity International Index 3.71 (62) 18.31 (22) -14.24 (27) 11.45 (34) 8.17 (62) 22.00 (52) -13.52 (24)
to closely track its benchmark with MSCI EAFE (Net) 3.82 (60) 18.24 (23) -14.45 (31) 11.26 (38) 7.82 (68) 22.01 (51) -13.79 (29)
minimal tracking error. Foreign Large Blend Median 4.62 16.28 -15.93 10.28 9.66 22.06 -15.01
ROLLING 3 YEAR RETURN AND PERCENTILE RANKINGS
3 3 3 3 3 3 3
Years Years Years Years Years Years Years
Ending Ending Ending Ending Ending Ending Ending
Dec-2025 Dec-2024 Dec-2023 Dec-2022 Dec-2021 Dec-2020 Dec-2019
Fidelity International Index 17.42 (37) 1.71 (26) 4.18 (20) 1.12 (36) 13.72 (55) 4.50 (55) 9.77 (39)
MSCI EAFE (Net) 17.22 (43) 1.65 (28) 4.02 (24) 0.87 (43) 13.54 (60) 4.28 (61) 9.56 (44)
Foreign Large Blend Median 16.98 0.66 2.31 0.63 14.01 4.65 9.23
*If less than 5 years, data is since inception of fund share class.
58
