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
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-1.21% 3 years+19.45%
3 months-2.74% 5 years--
1 year+8.25% Since inception+20.95%
Data through --

Peer Comparisonvs. Small blend

Performance 5-yr return--+19.87%
Expense ratio0.34%1.30%
Risk 5 year sharpe ratio--0.97
Net assets$1.1B$873.7M
Average market cap$1.4B$2.7B
Average P/E20.420.0
Portfolio turnover9%9%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenurePatrick Waddell / 2 Years
Minimal initial investment$10,000.00
Minimum IRA investment$500.00


U.S. stock95.77%
International stock2.61%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- Russell 2000 Fut Jun14 Rtam41.75%
ARCP American Realty Capital Properties Inc Class A0.37%
RAD Rite Aid Corp0.32%
AYI Acuity Brands Inc0.32%
SUNE SunEdison Inc0.31%
NRF Northstar Realty Finance Corp0.31%
MIDD The Middleby Corp0.28%
CSGP CoStar Group Inc0.27%
ATHN AthenaHealth Inc0.27%
-- Questcor Pharmaceuticals Inc0.25%

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