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Fidelity® Total Market Index Fund Investor Class (FSTMX)

62.75
Net Asset Value
+0.19%
1 Day
+6.95%
Year-to-Date
Overall Morningstar Rating
Large blend
Style or Category
No Load
Sales Expenses
0.09%
Expense Ratio
Average
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 IndexSM, 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.

Performance

1 month+7.12% 3 years+10.27%
3 months+5.29% 5 years+12.70%
1 year+4.85% Since inception+6.58%
Data through --

Peer Comparisonvs. Large blend

 FSTMXCategory
Performance 5-yr return+12.70%+10.10%
Expense ratio0.09%1.04%
Risk 5 year sharpe ratio0.920.82
Net assets$33.0B$3.9B
Average market cap$42.2B$101.8B
Average P/E19.619.2
Portfolio turnover3%3%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenurePatrick Waddell / 12 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00

Holdings

U.S. stock98.48%
International stock0.81%
Cash0.69%
Fixed income0.02%
Other0.00%
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 Apple2.45%
MSFT Microsoft1.85%
XOM Exxon Mobil1.63%
JNJ Johnson & Johnson1.37%
GE General Electric1.24%
AMZN Amazon1.23%
FB Facebook1.20%
BRKB Berkshire Hathaway1.16%
T AT&T1.06%
JPM JPMorgan Chase1.06%

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