Fidelity Spartan® Small Cap Index Fund Fidelity Advantage® Class (FSSVX)

Net Asset Value
1 Day
Overall Morningstar Rating
Small 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 small-capitalization United States companies. The fund invests normally at least 80% of assets in securities included in the Russell 2000  Index. It lends securities to earn income for the fund.


1 month-5.02% 3 years+16.86%
3 months-2.67% 5 years--
1 year+7.69% Since inception+18.47%
Data through --

Peer Comparisonvs. Small blend

Performance 5-yr return--+15.95%
Expense ratio0.23%1.26%
Risk 5 year sharpe ratio--0.99
Net assets$1.4B$895.4M
Average market cap$1.6B$2.9B
Average P/E20.420.6
Portfolio turnover14%14%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenurePatrick Waddell / 3 Years
Minimal initial investment$10,000.00
Minimum IRA investment$10,000.00


U.S. stock98.03%
International stock0.82%
Fixed income0.06%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- 1.12%
QRVO Qorvo Inc0.52%
ISIS Isis Pharmaceuticals Inc0.37%
JBLU JetBlue Airways Corp0.28%
DXCM DexCom Inc0.28%
ODP Office Depot Inc0.27%
ULTI Ultimate Software Group Inc0.26%
BC Brunswick Corp0.26%
GPK Graphic Packaging Holding Co0.25%
PBYI Puma Biotechnology Inc0.25%

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