4 / 5 Stars
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 486 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 22.49 percent over the past year, 14.13 percent over the past three years, 20.07 percent over the past five years, and 7.45 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.1%|
|3 Years (Annualized)||14.1%|
|5 Years (Annualized)||20.1%|
|10 Years (Annualized)||7.5%|
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 IndexSM, 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.
Fees are Below Average compared to funds in the same category.
Fidelity Spartan Total Market Index Fund has an expense ratio of 0.05 percent.
Risk is Average compared to funds in the same category according to Morningstar.