Fidelity� Total Market Index Fund Investor Class

 (MUTF:FSTMX)   Watch this mutual fund  
Find more results for MUTF:FSTMX

Performance

Trailing returns

1 day   +0.55%
   
1 week
   
-0.33%  
4 week   +1.83%
   
3 month   +1.38%
   
YTD   +7.24%
   
1 year   +19.62%
   
3 years*   +9.94%
   
5 years*   +14.89%
   
*annualized
Best 3 month return+26.49%  
Worst 3 month return-31.20%  

Morningstar statistics

Morningstar category: Large Blend
  Return Risk Rating
3 years Above Average Average
5 years Above Average Average
10 years Above Average Average
Overall Above Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets41.47B 
Front load-  
Deferred load-  
Expense ratio0.09%  
Management fee-  
Fund familyFidelity Investments 

Asset allocation

Cash0.58%  
Stocks99.38%  
Bonds0.04%  
Other0.00%  

Purchase information

Initial$2,500  
IRA Initial$2,500  
69.03+0.12(0.17%)
May 22, 8:00PM EDT Overall Morningstar RatingTM

Description

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 Index, 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.
Fund filings (PDF) »
Asset managers:
Patrick Waddell (Started: Feb 29, 2004)
Louis Bottari (Started: Jan 15, 2009)
Peter Matthew (Started: Aug 31, 2012)
Thomas Brussard (Started: Aug 31, 2016)
Robert Regan (Started: Dec 31, 2016)
Deane Gyllenhaal (Started: Sep 30, 2014)
Advisor Company:
Fidelity Management & Research Company
Fund family reports on Morningstar »
Fidelity Investments, 483 Bay Street, Boston, MA 02109, USA
1-800-387-8092 (Fax)

Risk

  1 year 3 years 5 years 10 years  
Alpha* -0.70 -0.64 -0.45 -0.04
Beta* 1.08 1.02 1.02 1.03
Mean annual return 1.44 0.84 1.10 0.69
R-squared* 98.30 98.67 98.82 99.44
Standard deviation 6.69 10.71 10.44 15.74
Sharpe ratio 2.52 0.92 1.25 0.49
* Against standard index

Top 10 holdings

Security Net Assets  
Apple Inc (AAPL) 3.01%  
Microsoft Corp (MSFT) 2.03%  
Amazon.com Inc (AMZN) 1.40%  
Exxon Mobil Corp (XOM) 1.36%  
Johnson & Johnson (JNJ) 1.35%  
Facebook Inc A (FB) 1.33%  
Berkshire Hathaway Inc B (BRK.B) 1.26%  
JPMorgan Chase & Co (JPM) 1.25%  
General Electric Co (GE) 1.04%  
AT&T Inc (T) 1.02%