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Fidelity Spartan® Extended Market Index Fund Investor Class (FSEMX)

Net Asset Value
1 Day
Overall Morningstar Rating
Mid-cap blend
Style or Category
No Load
Sales Expenses
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.


1 month-11.08% 3 years+5.30%
3 months-16.10% 5 years+6.66%
1 year-16.82% Since inception+6.85%
Data through --

Peer Comparisonvs. Mid-cap blend

Performance 5-yr return+6.66%+9.08%
Expense ratio0.10%1.18%
Risk 5 year sharpe ratio0.580.57
Net assets$14.3B$1.5B
Average market cap$3.4B$6.8B
Average P/E19.518.4
Portfolio turnover7%7%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenurePatrick Waddell / 11 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00


U.S. stock97.57%
International stock1.81%
Fixed income0.08%
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
LNKD LinkedIn0.62%
LBTYK Liberty Global PLC0.59%
TSLA Tesla0.58%
INCY Incyte Corp0.44%
-- 0.41%
BMRN Biomarin Pharmaceutical Inc0.41%
LVS Las Vegas Sands Corp0.38%
CHTR Charter Communications Inc0.33%
TWTR Twitter0.33%
CFG Citizens Financial Group Inc0.33%

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