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+0.76% 3 years+15.61%
3 months+2.48% 5 years--
1 year+9.39% Since inception+19.64%
Data through --

Peer Comparisonvs. Small blend

Performance 5-yr return--+14.61%
Expense ratio0.34%1.28%
Risk 5 year sharpe ratio--0.88
Net assets$1.2B$892.7M
Average market cap$1.5B$2.8B
Average P/E21.221.0
Portfolio turnover9%9%

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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$500.00


U.S. stock97.34%
International stock1.19%
Fixed income0.06%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- 1.53%
PBYI Puma Biotechnology Inc0.33%
ISIS Isis Pharmaceuticals Inc0.31%
WEX WEX Inc0.25%
TMH TeamHealth Holdings Inc0.25%
RLJ RLJ Lodging Trust0.24%
ULTI Ultimate Software Group Inc0.24%
BC Brunswick Corp0.24%
LHO LaSalle Hotel Properties0.23%
PB Prosperity Bancshares Inc0.23%

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