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Mutual Fund Insights: Fidelity Spartan Total Market Index Inv Fund (FSTMX)

In-depth Analysis of Fidelity Spartan Total Market Index Inv Fund (FSTMX)

Mutual fund chart: Fidelity Spartan Total Market Index Inv Fund (FSTMX)

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See Fidelity Spartan Total Market Index Inv Fund (FSTMX) performance details as of January 31, 2010

  

    Last Trade: $33.01 on 3/12/2010, Change: 0.00 (0%)
Experiment our closing price forecasting tool for Fidelity Spartan Total Market Index Inv Fund (FSTMX) (alpha release)

  

Fund Manager - Jeffrey Adams

Fund Manager Tenure: 5.0 years   [Similar Funds: FSTVX ]
Fundmojo Fund Grade: B (Score: 0.61)     (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

  

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

Data for Fidelity Spartan Total Market Index Inv Fund (FSTMX) as of January 31, 2010

  • Fidelity Spartan Total Market Index Inv Fund (FSTMX) management has been with Fidelity Spartan Total Market Index Inv Fund for 5.0 years
  • Fidelity Spartan Total Market Index Inv Fund (FSTMX) has good short-term performance (1-year return 35.20% vs 34.15% Large Blend category average)
  • Fidelity Spartan Total Market Index Inv Fund (FSTMX) has good mid-term performance (3-year return -6.88% vs -7.17% Large Blend category average)
  • Fidelity Spartan Total Market Index Inv Fund (FSTMX) has good Long-term performance (5-year return 0.80% vs 0.19% Large Blend category average)
  • Fidelity Spartan Total Market Index Inv Fund (FSTMX) ratio of up-years vs down years is greater than 2
  • Fidelity Spartan Total Market Index Inv Fund (FSTMX) has an annual stock turnover rate of 3.00% vs Large Blend average of 80.36%. It is good that Fidelity Spartan Total Market Index Inv management does not trade extensively for its return.
  • Fidelity Spartan Total Market Index Inv Fund (FSTMX) has a lower management fee than its Large Blend average: 0.10% vs 1.10%
  • Fidelity Spartan Total Market Index Inv Fund (FSTMX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

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

Data for Fidelity Spartan Total Market Index Inv Fund (FSTMX) as of January 31, 2010

  • Fidelity Spartan Total Market Index Inv Fund (FSTMX) has a Morningstar rating of 3 and below
  • Fidelity Spartan Total Market Index Inv Fund (FSTMX) is more volatile than its peers as it has a 3-year Standard Deviation of 20.53 that is higher than category average of 20.52
See Fidelity Spartan Total Market Index Inv Fund (FSTMX) performance details as of January 31, 2010

  

  

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Fidelity Spartan Total Market Index Inv Fund (FSTMX) Net Asset

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

DateNet Asset
01/2010$5.22B
11/2009$5.31B
10/2009$5.14B
More historic net asset information on Fidelity Spartan Total Market Index Inv Fund (FSTMX)

  

Fidelity Spartan Total Market Index Inv Fund (FSTMX) Portfolio Allocation

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

DateCashStockBondOther
10/20090.9%99.1%0%0%
09/20091.01%99%0%0%
08/20091.36%98.65%0%0%
Click here to see more historic asset allocation information on Fidelity Spartan Total Market Index Inv Fund (FSTMX)

  

Most Recent Top 10 Holdings in Fidelity Spartan Total Market Index Inv Fund (FSTMX)

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

31-Oct-09
EXXON MOBIL CP [3.04%]
Microsoft Corporation [1.94%]
PROCTER GAMBLE CO [1.5%]
Apple Inc. [1.48%]
JP MORGAN CHASE CO [1.45%]
JOHNSON AND JOHNS DC [1.45%]
INTL BUSINESS MACH [1.41%]
CHEVRON CORP [1.35%]
AT&T INC. [1.34%]
GEN ELECTRIC CO [1.33%]

30-Sep-09
EXXON MOBIL CP [2.83%]
Microsoft Corporation [1.76%]
GEN ELECTRIC CO [1.48%]
JP MORGAN CHASE CO [1.47%]
PROCTER GAMBLE CO [1.45%]
JOHNSON AND JOHNS DC [1.44%]
Apple Inc. [1.41%]
AT&T INC. [1.38%]
INTL BUSINESS MACH [1.35%]
BK OF AMERICA CP [1.25%]

31-Aug-09
EXXON MOBIL CP [3.31%]
Fidelity Cash Central Fund [2.39%]
Microsoft Corporation [1.81%]
S&P 500 Index (Fut) [1.63%]
JOHNSON AND JOHNS DC [1.51%]
PROCTER GAMBLE CO [1.44%]
AT&T INC. [1.42%]
INTL BUSINESS MACH [1.34%]
CHEVRON CORP [1.27%]
JP MORGAN CHASE CO [1.22%]
Click here for Stock Holding Change Map in Fidelity Spartan Total Market Index Inv Fund (FSTMX)

  

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