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Fidelity Spartan Total Market Idx Inv (FSTMX) Fund Ranking and Research

Ranking, Research and Recommendation of Fidelity Spartan Total Market Idx Inv (FSTMX) Fund

    Last Trade: $60.07 on 12/19/2014, Change: -0.52 (-0.86%)

 

Graph of Fidelity Spartan Total Market Idx Inv Fund (FSTMX) ManagerFund Manager - Jeffrey Adams

Fund Manager Information

Fund Manager Tenure: 9.8 years
Similar Funds: FSTVX 
Fund Family: Fidelity Investments
Fund Category: Large Blend
Fund Performance: Nov 29, 2014
Fundmojo Fund Grade: A (Score: 0.77)     (What does this score mean?)
Adams has been a Senior Portfolio Manager with Geode since 2003. He has oversight responsibility for all index funds managed by Geode and is responsible for quantitative research and new product development. Adams was employed by State Street Global Advisors from June 1989 to June 2003 where he served as a Portfolio Manager for over seven years before joining Geode, a vice president of US Active Equities.  Get more insights on Jeffrey Adams

 

Graph of Fidelity Spartan Total Market Idx Inv Fund (FSTMX) ProfileFidelity Spartan Total Market Idx Inv Fund (FSTMX) Profile

Fund Profile and Description

Fidelity Spartan Total Market Idx Inv Fund seeks to match the total return of a broad range of United States stocks. Fidelity Spartan Total Market Idx Inv Fund normally invests at least 80% of the assets in common stocks included in the Dow Jones U.S. Total Stock Market Index. The advisor uses sampling techniques to replicate the returns of the index while investing in a smaller number of securities. To select stocks, the advisor takes into consideration capitalization, industry exposure, dividend yield, price/earnings ratio, price/book ratio, and earnings growth.

 

Fidelity Spartan Total Market Idx Inv (FSTMX) Fund Strength What we like about Fidelity Spartan Total Market Idx Inv (FSTMX) Fund

Data for Fidelity Spartan Total Market Idx Inv Fund (FSTMX) as of Nov 29, 2014

  • Fidelity Spartan Total Market Idx Inv Fund (FSTMX) management has been with Fidelity Spartan Total Market Idx Inv Fund for 9.8 years
  • Fidelity Spartan Total Market Idx Inv Fund (FSTMX) has good short-term performance (1-year return 15.40% vs 14.96% Large Blend category median performance)
  • Fidelity Spartan Total Market Idx Inv Fund (FSTMX) has good mid-term performance (3-year return 20.69% vs 19.71% Large Blend category median performance)
  • Fidelity Spartan Total Market Idx Inv Fund (FSTMX) has good Long-term performance (5-year return 16.28% vs 14.56% Large Blend category median performance)
  • Fidelity Spartan Total Market Idx Inv Fund (FSTMX) ratio of up-years vs down years is greater than 2
  • Fidelity Spartan Total Market Idx Inv Fund (FSTMX) has a Morningstar rating of 4 and above
  • Asset base in Fidelity Spartan Total Market Idx Inv Fund (FSTMX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Fidelity Spartan Total Market Idx Inv Fund (FSTMX) has an annual stock turnover rate of 2.00% vs Large Blend average of 42.40%. It is good that Fidelity Spartan Total Market Idx Inv management does not trade extensively for its return.
  • Fidelity Spartan Total Market Idx Inv Fund (FSTMX) is less volatile than its peers as it has a 3-year Standard Deviation of 9.42, lower than category average of 9.74
  • Fidelity Spartan Total Market Idx Inv Fund (FSTMX) has a lower expense ratio than its Large Blend average: 0.10% vs 1.09%
  • Fidelity Spartan Total Market Idx Inv Fund (FSTMX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Fidelity Spartan Total Market Idx Inv Fund (FSTMX) Weakness What we are cautious about Fidelity Spartan Total Market Idx Inv (FSTMX) Fund

Data for Fidelity Spartan Total Market Idx Inv Fund (FSTMX) as of Nov 29, 2014

See Fidelity Spartan Total Market Idx Inv Fund (FSTMX) performance details as of Nov 29, 2014

 

What do you think?

 

Compare Fidelity Spartan Total Market Idx Inv Fund (FSTMX)Compare with other top Large Blend category mutual funds

Aadditional top Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Fidelity Spartan Total Market Idx Inv12.4415.4020.6916.28
Janus Contrarian D (JACNX)14.8317.1825.0714.48Compare
Alger Growth & Income Fund Class A (ALBAX)12.9715.9018.5913.62Compare
American Beacon S&P 500 Idx Instl (AASPX)13.8416.7220.7715.79Compare

See top fund managers for Large Blend Category Funds

 

Compare Fidelity Spartan Total Market Idx Inv Fund (FSTMX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares S&P 500 BuyWrite (PBP)3.37%5.51%7.97%
ProShares Credit Suisse 130/30 (CSM)16.47%19.72%22.68%
iShares Morningstar Large Core Index (JKD)16.92%18.35%23.18%
Rydex S&P Equal Weight (RSP)13.74%17.02%21.85%
iShares MSCI USA ESG Select Index (KLD)14.27%16.98%17.98%

 

Graph of Fidelity Spartan Total Market Idx Inv Fund (FSTMX) Net Asset TrackingFidelity Spartan Total Market Idx Inv (FSTMX) Fund Net Asset

Track net asset change of Fidelity Spartan Total Market Idx Inv fund (FSTMX)

DateNet Asset
11/2014$27.46B
10/2014$26.64B
09/2014$25.72B
More historic net asset information on Fidelity Spartan Total Market Idx Inv Fund (FSTMX)

  

Graph of Fidelity Spartan Total Market Idx Inv Fund (FSTMX) Portfolio TrackingFidelity Spartan Total Market Idx Inv (FSTMX) Fund Portfolio Allocation

Track portfolio allocation change of Fidelity Spartan Total Market Idx Inv fund (FSTMX)

DateCashStockBondOther
10/20141.08%98.92%0%0%
09/20140.99%99.01%0%0%
08/20141.15%98.85%0%0%
Click here to see more historic asset allocation information on Fidelity Spartan Total Market Idx Inv Fund (FSTMX)

 

graph of Fidelity Spartan Total Market Idx Inv Fund (FSTMX) Top 10 Position TrackingTop 10 Holdings in Fidelity Spartan Total Market Idx Inv (FSTMX) Fund

Discover what Fidelity Spartan Total Market Idx Inv Fund (FSTMX) manager is buying

Oct 30, 2014
Apple Inc. [2.83%]
Exxon Mobil Corporation Common [1.8%]
Microsoft Corporation [1.69%]
Johnson & Johnson Common Stock [1.33%]
General Electric Company Common [1.13%]
Berkshire Hathaway Inc Class B [1.12%]
Wells Fargo & Company Common St [1.1%]
Procter & Gamble Company (The) [1.03%]
Chevron Corporation Common Stoc [1%]
JP Morgan Chase & Co. Common St [0.99%]

Sep 29, 2014
Apple Inc. [2.71%]
Exxon Mobil Corporation Common [1.81%]
Microsoft Corporation [1.72%]
Johnson & Johnson Common Stock [1.35%]
General Electric Company Common [1.15%]
Berkshire Hathaway Inc Class B [1.12%]
Wells Fargo & Company Common St [1.11%]
Chevron Corporation Common Stoc [1.02%]
JP Morgan Chase & Co. Common St [1.02%]
Procter & Gamble Company (The) [1.01%]

Aug 30, 2014
Apple Inc. [2.72%]
Exxon Mobil Corporation Common [1.88%]
Microsoft Corporation [1.5%]
Johnson & Johnson Common Stock [1.29%]
General Electric Company Common [1.14%]
Chevron Corporation Common Stoc [1.08%]
Berkshire Hathaway Inc Class B [1.08%]
Wells Fargo & Company Common St [1.08%]
JP Morgan Chase & Co. Common St [0.99%]
Procter & Gamble Company (The) [0.99%]
Click here for Stock Holding Change Map in Fidelity Spartan Total Market Idx Inv Fund (FSTMX)

  

Latest News on Fidelity Spartan Total Market Idx Inv (FSTMX) Fund

See what is happening with Fidelity Spartan Total Market Idx Inv Fund (FSTMX)

 

Fidelity Spartan Total Market Idx Inv Fund (FSTMX) Related ResourcesSee more information on Fidelity Spartan Total Market Idx Inv (FSTMX) Fund

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