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.This 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 rating.The managers use representative sampling to track the Dow Jones U.  Read more 

Performance Pillar:Positive

Compared with its large-cap blend category peers, this fund has generated attractive long-term performance, supporting its Positive Performance Pillar rating. Over the trailing 10 years through March   Read more 

People Pillar:Neutral

Since early 2003, this 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, supporting the Positive Price Pillar rating. The premium share class (FSTVX) requires a minimum initial investment of $10,  Read more 

High-Yield Fund Still Strong After 2014 Manager Departure 
Watch more 

Premium Membership

View all of our analyst reports with a free trial to Premium.