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+3.17% 3 years+17.71%
3 months+2.46% 5 years+15.81%
1 year+12.68% Since inception+7.04%
Data through --

Peer Comparisonvs. Large blend

Performance 5-yr return+15.81%+13.88%
Expense ratio0.10%1.14%
Risk 5 year sharpe ratio1.181.07
Net assets$29.7B$3.9B
Average market cap$39.0B$99.2B
Average P/E18.216.8
Portfolio turnover2%2%

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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. stock97.77%
International stock1.20%
Fixed income0.00%
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 Apple3.05%
XOM Exxon Mobil1.64%
MSFT Microsoft1.48%
JNJ Johnson & Johnson1.24%
BRKB Berkshire Hathaway1.16%
WFC Wells Fargo1.09%
GE General Electric1.06%
PG Procter & Gamble1.01%
JPM JPMorgan Chase0.90%
PFE Pfizer0.87%

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