Fund Research and Analysis

by Michael Rawson, CFA
Fidelity Spartan Total Market Index is an ideal core equity fund. As the name implies, it covers virtually the entire United States equity market, holding over 3,000 securities, within the convenience of one fund. In addition to being used as a stand-alone   Read more 

Process Pillar:Positive

Fidelity Spartan Total Market fund tracks the Dow Jones US Total Market Index, which consists of nearly all listed U.S. equities that meet minimum liquidity requirements. While the index holds roughly   Read more 

Performance Pillar:Positive

As a passive, total market index fund, we can expect market performance from this fund in the future--not necessarily a bad thing. While many advocates of active investing question why anyone would ever   Read more 

People Pillar:Neutral

The fund is managed by a team of portfolio managers at Geode Capital Management, a division of Fidelity Investment. The team includes Patrick Waddell, Louis Bottari, Maximilian Kaufmann, James Francis, and Peter Matthew. James Francis is listed as senior   Read more 

Price Pillar:Positive

At just 0.07%, this is one of the lowest-cost funds available. That represents just $7 for every $10,000 invested for the Advantage share class, which requires a $10,000 minimum investment. The Investor   Read more 

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