Fund Research and Analysis

by Wiley Green
Fidelity Spartan Total Market Index earns a Morningstar Analyst Rating of Gold for its low costs and comprehensive coverage of the U.S stock market. This fund covers nearly the entire U.S. market, holding around 3,500 stocks. Investors could use this   Read more 

Process Pillar:Positive

Ultralow tracking error, near-perfect correlation to the benchmark, and low costs support a Positive Process rating. The fund efficiently tracks the Dow Jones U.S. Total Market Index, which consists   Read more 

Performance Pillar:Positive

This fund has beaten 85% of its peers during the 10 years through September 2016, earning the fund a Positive Performance rating. During that 10-year span, it outpaced the large-blend category average   Read more 

People Pillar:Neutral

A flurry of recent changes to the team managing this fund warrant a Neutral People rating.In 2003, the Fidelity team managing this fund was spun off as Geode Capital Management. Geode has continued to manage this fund as a subadvisor. The portfolio   Read more 

Price Pillar:Positive

A razor-thin 0.05% net expense ratio supports a Positive Price rating. That represents just $5 for every $10,000 invested for the Premium share class, which requires a $10,000 minimum investment. The   Read more 

An Upgraded Core Bond Fund Worth Investors' Time 
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