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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: $58.58 on 6/28/2016, Change: +1.05 (1.83%)

 

Graph of Fidelity Spartan Total Market Idx Inv Fund (FSTMX) ManagerFund Manager - Louis Bottari

Fund Manager Information

Fund Manager Tenure: 7.5 years
Similar Funds: FSTVX 
Fund Family: Fidelity Investments
Fund Category: Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.76)     (What does this score mean?)

 

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 May 30, 2016

  • Fidelity Spartan Total Market Idx Inv Fund (FSTMX) management has been with Fidelity Spartan Total Market Idx Inv Fund for 7.5 years
  • Fidelity Spartan Total Market Idx Inv Fund (FSTMX) has good short-term performance (1-year return 0.08% vs -1.15% Large Blend category median performance)
  • Fidelity Spartan Total Market Idx Inv Fund (FSTMX) has good mid-term performance (3-year return 10.39% vs 9.43% Large Blend category median performance)
  • Fidelity Spartan Total Market Idx Inv Fund (FSTMX) has good Long-term performance (5-year return 11.04% vs 10.15% 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 3.00% vs Large Blend average of 53.12%. 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 11.53, lower than category average of 11.67
  • Fidelity Spartan Total Market Idx Inv Fund (FSTMX) has a lower expense ratio than its Large Blend average: 0.10% vs 1.02%
  • 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 May 30, 2016

See Fidelity Spartan Total Market Idx Inv Fund (FSTMX) performance details as of May 30, 2016

 

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 Inv3.350.0810.3911.04
Bright Rock Quality Large Cap Instl (BQLCX)7.755.9810.4611.67Compare
Voya Russell Large Cap Index Port S2 (IRLUX)2.551.2910.3911.09Compare
INTECH US Mgd Volatility T (JRSTX)4.122.8710.5311.53Compare

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
Guggenheim Russell Top 50 Mega Cap ETF (XLG)3.23%4.23%10.80%
ProShares Large Cap Core Plus (CSM)4.27%2.27%11.72%
iShares Russell Top 200 (IWL)2.28%1.75%11.00%
Vanguard Mega Cap ETF (MGC)3.22%1.57%10.85%
iShares Core S&P 500 (IVV)3.54%1.57%10.97%

 

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
05/2016$32.74B
03/2016$31.73B
02/2016$29.52B
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
04/20160.74%99.24%0%0.02%
02/20160.84%99.14%0%0.02%
01/20160.81%99.18%0%0.01%
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

Apr 29, 2016
Apple Inc. [2.33%]
Microsoft Corporation [1.77%]
Exxon Mobil Corporation Common [1.64%]
Johnson & Johnson Common Stock [1.38%]
General Electric Company Common [1.28%]
Berkshire Hathaway Inc B [1.22%]
Facebook, Inc. [1.21%]
Amazon.com, Inc. [1.14%]
AT&T Inc. [1.07%]
JP Morgan Chase & Co. Common St [1.04%]

Feb 28, 2016
Apple Inc. [2.57%]
Microsoft Corporation [1.93%]
Exxon Mobil Corporation Common [1.59%]
Johnson & Johnson Common Stock [1.39%]
General Electric Company Common [1.31%]
Berkshire Hathaway Inc B [1.2%]
Facebook, Inc. [1.15%]
AT&T Inc. [1.08%]
Procter & Gamble Company (The) [1.04%]
Wells Fargo & Company Common St [1.04%]

Jan 30, 2016
Apple Inc. [2.57%]
Microsoft Corporation [2.09%]
Exxon Mobil Corporation Common [1.54%]
Johnson & Johnson Common Stock [1.37%]
General Electric Company Common [1.3%]
Facebook, Inc. [1.21%]
Berkshire Hathaway Inc B [1.15%]
Wells Fargo & Company Common St [1.11%]
Amazon.com, Inc. [1.07%]
Procter & Gamble Company (The) [1.05%]
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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