Fidelity® Total Market Index Fund Investor Class (FSTMX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large 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 a broad range of United States stocks. The fund normally invests at least 80% of assets in common stocks included in the Dow Jones U.S. Total Stock Market Index- which represents the performance of a broad range of U.S. stocks. It uses statistical sampling techniques based on such factors as capitalization- industry exposures- dividend yield- price/earnings (P/E) ratio- price/book (P/B) ratio- and earnings growth to attempt to replicate the returns of the index using a smaller number of securities.


1 month+2.08% 3 years+9.38%
3 months-6.12% 5 years+12.77%
1 year+12.47% Since inception+7.41%
Data through --

Peer Comparisonvs. Large blend

Performance 5-yr return+12.77%+11.72%
Expense ratio0.09%0.97%
Risk 5 year sharpe ratio1.231.11
Net assets$49.6B$5.3B
Average market cap$57.5B$125.1B
Average P/E21.321.5
Portfolio turnover4%4%

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 / 14 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00


U.S. stock98.64%
International stock0.99%
Fixed income0.01%
Top 5 Sectors
Portfolio weighting
Financial service 17.08%
Industrial materials 12.48%
Energy 11.48%
Healthcare 11.18%
Hardware 8.91%
Top 10 Holdings
Portfolio weighting
AAPL Apple3.23%
MSFT Microsoft2.56%
AMZN Amazon2.14%
FB Facebook1.50%
JPM JPMorgan Chase1.42%
BRKB Berkshire Hathaway1.41%
JNJ Johnson & Johnson1.23%
GOOG Google1.19%
GOOGL Google1.15%
XOM Exxon Mobil1.14%