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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-7.72% 3 years+3.36%
3 months-18.49% 5 years--
1 year-18.60% Since inception+11.11%
Data through --

Peer Comparisonvs. Small blend

Performance 5-yr return--+8.22%
Expense ratio0.23%1.24%
Risk 5 year sharpe ratio--0.47
Net assets$1.3B$726.0M
Average market cap$1.5B$2.6B
Average P/E19.119.4
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. stock96.95%
International stock1.01%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- 2.06%
-- 0.35%
TYL Tyler Technologies Inc0.32%
MANH Manhattan Associates Inc0.30%
MMS Maximus Inc0.25%
PNY Piedmont Natural Gas Company Inc0.25%
CUBE CubeSmart0.25%
ANAC Anacor Pharmaceuticals Inc0.25%
TMH TeamHealth Holdings Inc0.24%
WST West Pharmaceutical Services Inc0.24%

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