Fidelity® 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 Index- 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+3.46% 3 years+10.01%
3 months+7.67% 5 years+13.52%
1 year+20.20% Since inception+8.44%
Data through --

Peer Comparisonvs. Mid-cap blend

Performance 5-yr return+13.52%+10.43%
Expense ratio0.10%1.06%
Risk 5 year sharpe ratio0.980.90
Net assets$22.5B$2.2B
Average market cap$4.1B$8.5B
Average P/E18.918.3
Portfolio turnover11%11%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenurePatrick Waddell / 14 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00


U.S. stock98.00%
International stock1.74%
Fixed income0.00%
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
TSLA Tesla0.81%
NOW ServiceNow Inc0.59%
LVS Las Vegas Sands Corp0.55%
WP Worldpay Inc0.49%
TWTR Twitter0.40%
FLT Fleetcor Technologies Inc0.38%
TMUS T-Mobile US Inc0.37%
LBTYK Liberty Global PLC0.37%
PANW Palo Alto Networks Inc0.36%
WDAY Workday Inc0.35%