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 market-cap-weighted   Read more 

Process Pillar:Positive

This fund represents the entire investable U.S. equity market, effectively harnessing the market’s collective wisdom and diversifying risk. It earns a Positive Process Pillar rating.The managers use   Read more 

Performance Pillar:Positive

Compared with its large-cap blend category peers, the fund has generated attractive long-term performance, supporting its Positive Performance Pillar rating. During the past decade through February 2018,  Read more 

People Pillar:Neutral

A team of quantitative specialists from Geode Capital Management has managed this fund since early 2002. Geode was a Fidelity subsidiary before it was spun off in 2003. The management team is experienced, but the team has endured meaningful turnover   Read more 

Price Pillar:Positive

This is among the cheapest and most accessible total market funds available, supporting the fund’s Positive Price Pillar rating. The premium share class (FSTVX) requires a minimum initial investment   Read more 

Conservative and Aggressive Mid-Cap Growth Options 
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