Fidelity® Small Cap Index Fund Premium 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 its assets in securities included in the Russell 2000- Index. It lends securities to earn income.


1 month+5.06% 3 years+11.68%
3 months+9.05% 5 years+13.93%
1 year+23.38% Since inception+15.26%
Data through --

Peer Comparisonvs. Small blend

Performance 5-yr return+13.93%+10.29%
Expense ratio0.05%1.18%
Risk 5 year sharpe ratio0.880.81
Net assets$5.1B$1.1B
Average market cap$2.0B$3.1B
Average P/E22.720.9
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 / 6 Years
Minimal initial investment$10,000.00
Minimum IRA investment--


U.S. stock98.12%
International stock0.95%
Fixed income0.05%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- 0.93%
NKTR Nektar Therapeutics0.57%
BLUE bluebird bio Inc0.46%
SAGE SAGE Therapeutics Inc0.33%
KNX Knight-Swift Transportation Holdings Inc0.28%
CTLT Catalent Inc0.28%
GRUB GrubHub Inc0.28%
EPAM EPAM Systems Inc0.27%
EXAS Exact Sciences Corp0.27%
CW Curtiss-Wright Corp0.26%