Fund Research and Analysis

by Adam McCullough, CFA
Fidelity Total Market Index is a great choice for diversified exposure to U.S. stocks of all sizes. The fund's low cost and broad, market-cap-weighted coverage of the U.S. market support its Morningstar Analyst Rating of Gold.The fund tracks the Dow   Read more 

Process Pillar:Positive

The fund is representative of the U.S. equity market and effectively diversifies risk, supporting its Positive Process Pillar score.The managers use representative sampling to track the Dow Jones U.S.  Read more 

Performance Pillar:Positive

Compared with its large-blend category peers, the fund has generated attractive long-term performance, supporting its Positive Performance Pillar rating. During the past decade through July 2017, the   Read more 

People Pillar:Neutral

Since early 2003, the fund has been managed by a team of quantitative specialists from Geode Capital Management. Geode was a Fidelity subsidiary before it spun off in 2003. The management team is experienced, but turnover here has been a little high,  Read more 

Price Pillar:Positive

This is one of the cheapest and most accessible total market funds available, meriting a Positive Price rating. The Premium share class (FSTVX) requires a minimum initial investment of $10,000 and charges   Read more 

Interest Rates, Tax Changes, and the Muni-Bond Market 
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