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Fidelity Spartan Extnd Mkt Idx Advtg (FSEVX) Fund Ranking and Research

Ranking, Research and Recommendation of Fidelity Spartan Extnd Mkt Idx Advtg (FSEVX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Fidelity Spartan Extnd Mkt Idx Advtg Fund (FSEVX) ManagerFund Manager - Louis Bottari

Fund Manager Information

Fund Manager Tenure: 9.4 years
Similar Funds: FSEMX 
Fund Family: Fidelity Investments
Fund Category: Mid-Cap Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.54)     (What does this score mean?)

 

Graph of Fidelity Spartan Extnd Mkt Idx Advtg Fund (FSEVX) ProfileFidelity Spartan Extnd Mkt Idx Advtg Fund (FSEVX) Profile

Fund Profile and Description

Fidelity Spartan Extnd Mkt Idx Advtg Fund seeks provide investment results that correspond to the total return of stocks of mid- to small-capitalization United States companies. Fidelity Spartan Extnd Mkt Idx Advtg Fund normally invests at least 80% of assets in common stocks included in the Dow Jones U.S. Completion Total Stock Market Index, 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, P/E ratio, P/B ratio, and earnings growth.

 

Fidelity Spartan Extnd Mkt Idx Advtg (FSEVX) Fund Strength What we like about Fidelity Spartan Extnd Mkt Idx Advtg (FSEVX) Fund

Data for Fidelity Spartan Extnd Mkt Idx Advtg Fund (FSEVX) as of May 30, 2016

  • Fidelity Spartan Extnd Mkt Idx Advtg Fund (FSEVX) management has been with Fidelity Spartan Extnd Mkt Idx Advtg Fund for 9.4 years
  • Fidelity Spartan Extnd Mkt Idx Advtg Fund (FSEVX) has good Long-term performance (5-year return 8.88% vs 8.53% Mid-Cap Blend category median performance)
  • Fidelity Spartan Extnd Mkt Idx Advtg Fund (FSEVX) ratio of up-years vs down years is greater than 2
  • Asset base in Fidelity Spartan Extnd Mkt Idx Advtg Fund (FSEVX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Fidelity Spartan Extnd Mkt Idx Advtg Fund (FSEVX) has an annual stock turnover rate of 12.00% vs Mid-Cap Blend average of 60.70%. It is good that Fidelity Spartan Extnd Mkt Idx Advtg management does not trade extensively for its return.
  • Fidelity Spartan Extnd Mkt Idx Advtg Fund (FSEVX) has a lower expense ratio than its Mid-Cap Blend average: 0.07% vs 1.15%
  • Fidelity Spartan Extnd Mkt Idx Advtg Fund (FSEVX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Fidelity Spartan Extnd Mkt Idx Advtg Fund (FSEVX) Weakness What we are cautious about Fidelity Spartan Extnd Mkt Idx Advtg (FSEVX) Fund

Data for Fidelity Spartan Extnd Mkt Idx Advtg Fund (FSEVX) as of May 30, 2016

  • Fidelity Spartan Extnd Mkt Idx Advtg Fund (FSEVX) has a less-than-ideal short-term performance (1-year return -6.01% vs -4.08% Mid-Cap Blend category median performance)
  • Fidelity Spartan Extnd Mkt Idx Advtg Fund (FSEVX) has a Morningstar rating of 3 and below
  • Fidelity Spartan Extnd Mkt Idx Advtg Fund (FSEVX) is less safe compared to its Mid-Cap Blend peers
  • Fidelity Spartan Extnd Mkt Idx Advtg Fund (FSEVX) is more volatile than its peers as it has a 3-year Standard Deviation of 13.76 that is higher than category average of 12.56
See Fidelity Spartan Extnd Mkt Idx Advtg Fund (FSEVX) performance details as of May 30, 2016

 

What do you think?

 

Compare Fidelity Spartan Extnd Mkt Idx Advtg Fund (FSEVX)Compare with other top Mid-Cap Blend category mutual funds

Aadditional top Mid-Cap Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Fidelity Spartan Extnd Mkt Idx Advtg2.65-6.018.118.88
VY JPMorgan Mid Cap Value S2 (IJPMX)5.65-1.1810.0811.52Compare
Thrivent Mid Cap Stock A (AASCX)7.444.8912.209.76Compare
CRM Mid Cap Value Instl (CRIMX)9.240.699.458.33Compare

See top fund managers for Mid-Cap Blend Category Funds

 

Compare Fidelity Spartan Extnd Mkt Idx Advtg Fund (FSEVX)Compare with Mid-Cap Blend category ETFs

Some Mid-Cap Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Direxion All Cap Insider Sentiment ETF (KNOW)3.88%2.77%13.82%
Guggenheim Mid-Cap Core ETF (CZA)6.80%1.17%9.91%
Schwab US Mid-Cap ETF (SCHM)000
iShares Russell Mid-Cap (IWR)000
SPDR S&P MidCap 400 ETF (MDY)000

 

Graph of Fidelity Spartan Extnd Mkt Idx Advtg Fund (FSEVX) Net Asset TrackingFidelity Spartan Extnd Mkt Idx Advtg (FSEVX) Fund Net Asset

Track net asset change of Fidelity Spartan Extnd Mkt Idx Advtg fund (FSEVX)

DateNet Asset
05/2016$15.90B
03/2016$15.51B
02/2016$14.34B
More historic net asset information on Fidelity Spartan Extnd Mkt Idx Advtg Fund (FSEVX)

  

Graph of Fidelity Spartan Extnd Mkt Idx Advtg Fund (FSEVX) Portfolio TrackingFidelity Spartan Extnd Mkt Idx Advtg (FSEVX) Fund Portfolio Allocation

Track portfolio allocation change of Fidelity Spartan Extnd Mkt Idx Advtg fund (FSEVX)

DateCashStockBondOther
04/20160.26%99.65%0%0.09%
02/20160.63%99.28%0%0.09%
01/20160.75%99.17%0%0.08%
Click here to see more historic asset allocation information on Fidelity Spartan Extnd Mkt Idx Advtg Fund (FSEVX)

 

graph of Fidelity Spartan Extnd Mkt Idx Advtg Fund (FSEVX) Top 10 Position TrackingTop 10 Holdings in Fidelity Spartan Extnd Mkt Idx Advtg (FSEVX) Fund

Discover what Fidelity Spartan Extnd Mkt Idx Advtg Fund (FSEVX) manager is buying

Apr 29, 2016
Tesla Motors, Inc. [0.62%]
Liberty Global PLC C [0.54%]
Las Vegas Sands Corp. Common St [0.42%]
Charter Communications Inc A [0.41%]
LinkedIn Corporation Class A Co [0.36%]
BioMarin Pharmaceutical Inc. [0.35%]
SBA Communications Corporation [0.33%]
Digital Realty Trust, Inc. Comm [0.32%]
Markel Corporation Common Stock [0.32%]
Incyte Corporation [0.31%]

Feb 28, 2016
Liberty Global PLC Class C [0.59%]
Tesla Motors, Inc. [0.52%]
Russell 2000 Fut Mar16 Rtah6 [0.48%]
Las Vegas Sands Corp. Common St [0.47%]
LinkedIn Corporation Class A Co [0.36%]
Charter Communications, Inc. [0.36%]
BioMarin Pharmaceutical Inc. [0.35%]
Incyte Corporation [0.33%]
Markel Corporation Common Stock [0.32%]
S&P M 400 Emini Fut Mar16 Fah6 [0.32%]

Jan 30, 2016
LinkedIn Corporation Class A Co [0.61%]
Liberty Global PLC Class C [0.54%]
Tesla Motors, Inc. [0.51%]
Las Vegas Sands Corp. Common St [0.44%]
Russell 2000 Fut Mar16 Rtah6 [0.44%]
Charter Communications, Inc. [0.34%]
SBA Communications Corporation [0.33%]
Liberty Interactive Corporation [0.32%]
Concho Resources Inc. Common St [0.32%]
Transdigm Group Incorporated Tr [0.32%]
Click here for Stock Holding Change Map in Fidelity Spartan Extnd Mkt Idx Advtg Fund (FSEVX)

  

Latest News on Fidelity Spartan Extnd Mkt Idx Advtg (FSEVX) Fund

See what is happening with Fidelity Spartan Extnd Mkt Idx Advtg Fund (FSEVX)

 

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