Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

Fidelity® Small Cap Index Fund Premium Class (FSSVX)

17.15
Net Asset Value
+2.39%
1 Day
+10.93%
Year-to-Date
Overall Morningstar Rating
Small blend
Style or Category
No Load
Sales Expenses
0.07%
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.

Performance

1 month+0.83% 3 years+6.76%
3 months+14.92% 5 years+14.58%
1 year+13.01% Since inception+14.03%
Data through --

Peer Comparisonvs. Small blend

 FSSVXCategory
Performance 5-yr return+14.58%+7.62%
Expense ratio0.07%1.22%
Risk 5 year sharpe ratio--0.79
Net assets$1.8B$862.4M
Average market cap$1.5B$2.8B
Average P/E19.521.8
Portfolio turnover13%13%

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 / 4 Years
Minimal initial investment$10,000.00
Minimum IRA investment--

Holdings

U.S. stock96.23%
Cash2.44%
International stock1.11%
Fixed income0.20%
Other0.01%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- 1.68%
AMD Advanced Micro Devices Inc0.25%
MSCC Microsemi Corp0.25%
GPT Gramercy Property Trust0.24%
IDA Idacorp Inc0.23%
CW Curtiss-Wright Corp0.22%
FICO Fair Isaac Corp0.22%
POR Portland General Electric Co0.22%
HLS HealthSouth Corp0.22%
MMS Maximus Inc0.21%