Fidelity Spartan® Extended Market Index Fund Investor Class (FSEMX)

Net Asset Value
1 Day
Overall Morningstar Rating
Mid-cap blend
Style or Category
No Load
Sales Expenses
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks to provide investment results that correspond to the total return of stocks of mid- to small-capitalization United States companies. The fund normally invests at least 80% of assets in common stocks included in the Dow Jones U.S. Completion Total Stock Market IndexSM, which represents the performance of stocks of mid- to small-capitalization U.S. companies. It uses statistical sampling techniques based on such factors as capitalization, industry exposures, dividend yield, price/earnings (P/E) ratio, price/book (P/B) ratio, and earnings growth to attempt to replicate the returns of the index using a smaller number of securities.


1 month-1.39% 3 years+20.16%
3 months+0.74% 5 years+17.23%
1 year+12.47% Since inception+8.16%
Data through --

Peer Comparisonvs. Mid-cap blend

Performance 5-yr return+17.23%+13.75%
Expense ratio0.10%1.19%
Risk 5 year sharpe ratio0.910.87
Net assets$16.6B$1.7B
Average market cap$3.8B$7.5B
Average P/E21.119.1
Portfolio turnover7%7%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenurePatrick Waddell / 11 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00


U.S. stock96.70%
International stock2.14%
Fixed income0.02%
Top 5 Sectors
Portfolio weighting
Financial service 20.22%
Industrial materials 14.90%
Healthcare 10.49%
Consumer service 8.72%
Consumer goods 8.30%
Top 10 Holdings
Portfolio weighting
LBTYK Liberty Global PLC0.64%
-- 0.60%
ILMN Illumina Inc0.56%
LNKD LinkedIn0.56%
TWTR Twitter0.55%
UAL United Continental Holdings0.55%
LVS Las Vegas Sands Corp0.43%
BMRN Biomarin Pharmaceutical Inc0.41%
-- 0.40%
TSLA Tesla0.39%

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