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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+2.09% 3 years+15.49%
3 months+7.38% 5 years--
1 year+1.71% Since inception+14.85%
Data through --

Peer Comparisonvs. Small blend

Performance 5-yr return--+10.94%
Expense ratio0.23%1.24%
Risk 5 year sharpe ratio--0.77
Net assets$1.4B$798.4M
Average market cap$1.6B$2.6B
Average P/E20.619.7
Portfolio turnover14%14%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenurePatrick Waddell / 4 Years
Minimal initial investment$10,000.00
Minimum IRA investment--


U.S. stock97.68%
International stock1.08%
Fixed income0.05%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- 1.27%
ANAC Anacor Pharmaceuticals Inc0.32%
TMH TeamHealth Holdings Inc0.25%
MANH Manhattan Associates Inc0.25%
TYL Tyler Technologies Inc0.25%
MMS Maximus Inc0.24%
WST West Pharmaceutical Services Inc0.23%
CUBE CubeSmart0.23%
FAF First American Financial Corp0.23%
RARE Ultragenyx Pharmaceutical Inc0.23%