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+1.24% 3 years+17.36%
3 months+5.31% 5 years+15.82%
1 year+10.32% Since inception+8.26%
Data through --

Peer Comparisonvs. Mid-cap blend

Performance 5-yr return+15.82%+14.77%
Expense ratio0.10%1.22%
Risk 5 year sharpe ratio1.040.98
Net assets$16.1B$1.7B
Average market cap$3.9B$8.2B
Average P/E20.920.0
Portfolio turnover14%14%

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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$500.00


U.S. stock97.05%
International stock2.01%
Fixed income0.02%
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
AAL American Airlines0.73%
-- 0.67%
LBTYK Liberty Global PLC0.67%
LNKD LinkedIn0.60%
ILMN Illumina Inc0.59%
TWTR Twitter0.53%
UAL United Continental Holdings0.51%
LVS Las Vegas Sands Corp0.45%
-- 0.45%
TSLA Tesla0.42%

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