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Fidelity Spartan® Total Market Index Fund Investor Class (FSTMX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large blend
Style or Category
No Load
Sales Expenses
Expense Ratio
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.


1 month+0.92% 3 years+10.73%
3 months+7.64% 5 years+10.39%
1 year-1.41% Since inception+6.52%
Data through --

Peer Comparisonvs. Large blend

Performance 5-yr return+10.39%+9.61%
Expense ratio0.10%1.06%
Risk 5 year sharpe ratio0.880.78
Net assets$31.7B$3.8B
Average market cap$39.5B$99.1B
Average P/E17.819.0
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


U.S. stock98.33%
International stock0.81%
Fixed income0.02%
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 Apple2.57%
MSFT Microsoft1.93%
XOM Exxon Mobil1.59%
JNJ Johnson & Johnson1.39%
GE General Electric1.31%
BRKB Berkshire Hathaway1.20%
FB Facebook1.15%
T AT&T1.08%
WFC Wells Fargo1.04%
PG Procter & Gamble1.04%

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