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Fidelity® Extended Market Index Fund Investor Class (FSEMX)

57.29
Net Asset Value
-0.28%
1 Day
+3.15%
Year-to-Date
Overall Morningstar Rating
Mid-cap blend
Style or Category
No Load
Sales Expenses
0.10%
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 mid- to small-capitalization United States companies. The fund normally invests at least 80% of assets in common stocks included in the Dow Jones U.S. Completion Total Stock Market IndexSM, which represents the performance of stocks of mid- to small-capitalization U.S. companies. 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+2.27% 3 years+7.75%
3 months+3.09% 5 years+12.94%
1 year+19.85% Since inception+8.01%
Data through --

Peer Comparisonvs. Mid-cap blend

 FSEMXCategory
Performance 5-yr return+12.94%+11.50%
Expense ratio0.10%1.13%
Risk 5 year sharpe ratio0.980.98
Net assets$19.3B$2.0B
Average market cap$3.8B$7.1B
Average P/E22.520.9
Portfolio turnover12%12%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenurePatrick Waddell / 13 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00

Holdings

U.S. stock97.50%
International stock1.80%
Cash0.66%
Fixed income0.03%
Other0.00%
Top 5 Sectors
Portfolio weighting
Financial service 20.22%
Industrial materials 14.90%
Healthcare 10.49%
Consumer service 8.72%
Consumer goods 8.30%
Top 10 Holdings
Portfolio weighting
TSLA Tesla0.67%
-- 0.51%
LBTYK Liberty Global PLC0.48%
LVS Las Vegas Sands Corp0.42%
TMUS T-Mobile US Inc0.39%
BMRN Biomarin Pharmaceutical Inc0.35%
-- 0.34%
FLT Fleetcor Technologies Inc0.34%
SBAC SBA Communications Corp0.31%
FRC First Republic Bank0.31%

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