Fidelity SpartanĀ® 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-6.92% 3 years+19.24%
3 months-4.71% 5 years+15.12%
1 year+3.30% Since inception+7.81%
Data through --

Peer Comparisonvs. Mid-cap blend

Performance 5-yr return+15.12%+14.91%
Expense ratio0.10%1.24%
Risk 5 year sharpe ratio0.980.96
Net assets$14.5B$1.8B
Average market cap$3.7B$7.3B
Average P/E21.119.8
Portfolio turnover14%14%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenurePatrick Waddell / 10 Years
Minimal initial investment$2,500.00
Minimum IRA investment$500.00


U.S. stock97.88%
International stock1.51%
Fixed income0.03%
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 Airlines Group Inc0.63%
ILMN Illumina Inc0.57%
LVS Las Vegas Sands Corp0.56%
LBTYK Liberty Global PLC Class C0.51%
-- Russell 2000 Index Mini TIC0.51%
LNKD LinkedIn Corp Class A0.50%
TSLA Tesla Motors Inc0.50%
HCA HCA Holdings Inc0.49%
WFT Weatherford International PLC0.41%
UAL United Continental Holdings Inc0.40%

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Market indexes are shown in real time, except for the DJIA, which is delayed by two minutes. All times are ET. Disclaimer Morningstar: © 2014 Morningstar, Inc. All Rights Reserved. Disclaimer The Dow Jones IndexesSM are proprietary to and distributed by Dow Jones & Company, Inc. and have been licensed for use. All content of the Dow Jones IndexesSM © 2014 is proprietary to Dow Jones & Company, Inc. Chicago Mercantile Association. The market data is the property of Chicago Mercantile Exchange Inc. and its licensors. All rights reserved. FactSet Research Systems Inc. 2014. All rights reserved. Most stock quote data provided by BATS.