Fidelity® Total Market Index (FSKAX)
109.19
+0.97
(+0.90%)
USD |
Mar 20 2023
Key Stats
| Expense Ratio | Total Assets Under Management | Dividend Yield | Turnover Ratio |
|---|---|---|---|
| 0.02% | 66.92B | 1.58% | 3.00% |
| 1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized All Time Total Returns (Daily) | Max Drawdown (All) |
| 1.584B | -11.18% | Upgrade | Upgrade |
Basic Info
| Investment Strategy | |
| 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 Index, which represents the performance of a broad range of U.S. stocks. The manager 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. |
| General | |
| Security Type | Mutual Fund |
| Oldest Share Symbol | FSKAX |
| Equity Style | Large Cap/Blend |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Large Blend |
| Category Index | Russell 1000 TR USD |
| Global Category Name | US Equity Large Cap Blend |
| YCharts Categorization | US Large Cap Blend |
| YCharts Benchmark | S&P 500 Total Return (^SPXTR) |
| Prospectus Objective | Growth and Income |
| Fund Owner Firm Name | Fidelity Investments |
| Prospectus Benchmark Index | |
| DJ US Total Stock Market TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Louis Bottari | 14.13 yrs |
| Peter Matthew | 10.50 yrs |
| Robert Regan | 6.17 yrs |
| Payal Gupta | 3.67 yrs |
| Navid Sohrabi | 3.50 yrs |
Net Fund Flows Versus Category
1 Month
% Rank:
--
--
Category Low
--
Category High
1 Year
% Rank:
4
1.584B
-24.24B
Category Low
51.36B
Category High
3 Months
% Rank:
--
--
Category Low
--
Category High
3 Years
% Rank:
--
--
Category Low
--
Category High
6 Months
% Rank:
--
--
Category Low
--
Category High
5 Years
% Rank:
--
--
Category Low
--
Category High
YTD
% Rank:
--
--
Category Low
--
Category High
10 Years
% Rank:
--
--
Category Low
--
Category High
As of February 28, 2023
Risk
Performance Versus Category
As of March 20, 2023. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of March 20, 2023.
Asset Allocation
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Apple Inc | 5.32% | 157.09 | -0.20% |
| Microsoft Corp | 4.55% | 271.01 | -0.45% |
| Amazon.com Inc | 2.26% | 98.72 | 1.03% |
| Alphabet Inc Class A | 1.45% | 102.50 | 1.26% |
| Berkshire Hathaway Inc Class B | 1.38% | 304.83 | 1.25% |
| Alphabet Inc Class C | 1.30% | 103.31 | 1.35% |
| NVIDIA Corp | 1.20% | 258.86 | -0.05% |
| Exxon Mobil Corp | 1.18% | 105.67 | 3.14% |
| UnitedHealth Group Inc | 1.15% | 479.52 | 0.54% |
| Tesla Inc | 1.15% | 192.23 | 4.90% |
Fees & Availability
| Fees | |
| Actual 12B-1 Fee | -- |
| Actual Management Fee | Upgrade |
| Administration Fee | -- |
| Performance Fee | -- |
| Switching Fee | -- |
| Transaction Fee | -- |
| Maximum Front Load | -- |
| Maximum Deferred Load | -- |
| Maximum Redemption Fee | -- |
Basic Info
| Investment Strategy | |
| 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 Index, which represents the performance of a broad range of U.S. stocks. The manager 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. |
| General | |
| Security Type | Mutual Fund |
| Oldest Share Symbol | FSKAX |
| Equity Style | Large Cap/Blend |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Large Blend |
| Category Index | Russell 1000 TR USD |
| Global Category Name | US Equity Large Cap Blend |
| YCharts Categorization | US Large Cap Blend |
| YCharts Benchmark | S&P 500 Total Return (^SPXTR) |
| Prospectus Objective | Growth and Income |
| Fund Owner Firm Name | Fidelity Investments |
| Prospectus Benchmark Index | |
| DJ US Total Stock Market TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Louis Bottari | 14.13 yrs |
| Peter Matthew | 10.50 yrs |
| Robert Regan | 6.17 yrs |
| Payal Gupta | 3.67 yrs |
| Navid Sohrabi | 3.50 yrs |
Fundamentals
| General | |
| Distribution Yield | Upgrade |
| Dividend Yield TTM (3-20-23) | 1.58% |
| 30-Day SEC Yield | -- |
| 7-Day SEC Yield | -- |
| Number of Holdings | Upgrade |
| Stock | |
| Weighted Average PE Ratio | 19.16 |
| Weighted Average Price to Sales Ratio | Upgrade |
| Weighted Average Price to Book Ratio | Upgrade |
| Weighted Median ROE | Upgrade |
| Weighted Median ROA | Upgrade |
| Forecasted Dividend Yield | Upgrade |
| Forecasted PE Ratio | Upgrade |
| Forecasted Price to Sales Ratio | Upgrade |
| Forecasted Price to Book Ratio | Upgrade |
As of January 31, 2023
Fund Details
| Key Dates | |
| Inception Date | 9/8/2011 |
| Last Annual Report Date | 2/28/2022 |
| Last Prospectus Date | 4/29/2022 |
| Attributes | |
| Index Fund |
|
| Inverse Fund | No |
| Leveraged Fund | No |
| Fund of Funds | No |
| Currency Hedged Fund | No |
| Synthetic Replication Fund | No |
| Has Dividend Investment Plan | No |
| Socially Responsible Fund | No |