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

17.73
Net Asset Value
-0.34%
1 Day
+5.66%
Year-to-Date
Overall Morningstar Rating
Small blend
Style or Category
No Load
Sales Expenses
0.34%
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.

Performance

1 month+0.45% 3 years+18.42%
3 months+7.00% 5 years--
1 year+12.47% Since inception+19.73%
Data through --

Peer Comparisonvs. Small blend

 FSSVXCategory
Performance 5-yr return--+13.72%
Expense ratio0.34%1.27%
Risk 5 year sharpe ratio--0.84
Net assets$1.3B$917.7M
Average market cap$1.5B$2.9B
Average P/E20.321.3
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

Holdings

U.S. stock96.78%
Cash2.07%
International stock1.09%
Fixed income0.05%
Other0.01%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- 2.16%
QRVO Qorvo Inc0.60%
ISIS Isis Pharmaceuticals Inc0.46%
BC Brunswick Corp0.28%
-- 0.28%
PBYI Puma Biotechnology Inc0.28%
GPK Graphic Packaging Holding Co0.27%
LHO LaSalle Hotel Properties0.26%
DXCM DexCom Inc0.25%
RLJ RLJ Lodging Trust0.25%

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