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

58.99
Net Asset Value
+0.94%
1 Day
-1.47%
Year-to-Date
Overall Morningstar Rating
Large blend
Style or Category
No Load
Sales Expenses
0.10%
Expense Ratio
Average
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.

Performance

1 month-3.66% 3 years+17.30%
3 months+1.59% 5 years+15.63%
1 year+12.73% Since inception+6.93%
Data through --

Peer Comparisonvs. Large blend

 FSTMXCategory
Performance 5-yr return+15.63%+13.88%
Expense ratio0.10%1.13%
Risk 5 year sharpe ratio1.141.03
Net assets$28.0B$3.7B
Average market cap$40.9B$100.3B
Average P/E19.016.9
Portfolio turnover2%2%

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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

Holdings

U.S. stock97.51%
Cash1.28%
International stock1.20%
Fixed income0.00%
Other0.00%
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 Apple Inc3.03%
MSFT Microsoft Corp1.68%
XOM Exxon Mobil Corporation1.64%
JNJ Johnson & Johnson1.30%
BRKB Berkshire Hathaway Inc Class B1.15%
GE General Electric Co1.13%
WFC Wells Fargo & Co1.10%
PG Procter & Gamble Co1.04%
JPM JPMorgan Chase & Co0.96%
VZ Verizon Communications Inc0.89%

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