4 / 5 Stars
5 5 3 5 2
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
U.S. News evaluated 145 Mid-Cap 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 18.30 percent over the past year, 13.04 percent over the past three years, 7.96 percent over the past five years, and 11.64 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||13.8%|
|3 Years (Annualized)||13.0%|
|5 Years (Annualized)||8.0%|
|10 Years (Annualized)||11.6%|
The investment seeks to provide investment results that correspond to the total return of stocks of mid- to small-capitalization United States companies. The fund normally invests at least 80% of assets in common stocks included in the Dow Jones U.S. Completion Total Stock Market IndexSM, 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, 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 Average compared to funds in the same category.
Fidelity Spartan Extended Market Index Fund has an expense ratio of 0.10 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.