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-5.11% 3 years--
3 months-4.08% 5 years--
1 year+25.21% Since inception+24.43%
Data through --

Peer Comparisonvs. Small blend

Performance 5-yr return--+24.08%
Expense ratio0.33%1.31%
Risk 5 year sharpe ratio--1.25
Net assets$938.1M$907.1M
Average market cap$1.4B$2.7B
Average P/E19.420.1
Portfolio turnover11%11%

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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. stock96.15%
International stock2.63%
Fixed income0.01%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- Russell 2000 Mini Dec13 Rtaz31.63%
CSGP CoStar Group, Inc.0.31%
ATHN AthenaHealth, Inc.0.30%
ULTI Ultimate Software Group, Inc.0.26%
MIDD Middleby Corporation0.26%
-- US Airways Group Inc0.26%
ALGN Align Technology, Inc.0.26%
AYI Acuity Brands Inc0.26%
BC Brunswick Corporation0.25%
RAD Rite Aid Corporation0.24%

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