Fidelity spartan total market index

    • [DOC File]ORP performance chart – DRAFT 9/14

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      Investment Options Expenses Average Annual Rates of Return Money Market M & E. Ratio Fund. Expense Total Annual Expense 1 Year 2 Year 3 Year 4 Year 5 Year AIG-VALIC Money Market Fund 0.55% 0.56% 1.11% 2.71 1.65 1.11 0.97 1.20 Fidelity Cash Reserves NA 0.43% 0.43% 3.44 2.41 1.88 1.76 2.03 TIAA-CREF Money Market Account .005% .415% 0.42% 3.42 2 ...

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    • [DOC File]Pepperdine University Retirement Plan Committee Meeting 08 ...

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      The Fidelity Spartan U. S. Equity Index Inv merged with the Fidelity Spartan 500 Index on 1/22/10. Upon the merger of these two funds, the fund will be renamed the Fidelity Spartan 500 Index Fund. Fidelity believes the "Fidelity Spartan 500 Index" name is more descriptive of the highly recognized S&P 500 Index that the fund currently tracks.

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    • [DOC File]Not All Index ETFs Are

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      1.65 1.13 -1.86 96.1 0.18 Fidelity Spartan 500 Index . ... 1964 through 2005, a total market dividend-weighted index of all U.S. stocks outperformed a capitalization-weighted total market index by 123 basis points a year and did so with lower volatility. The data indicate that the outperformance by fundamentally weighted indexes during the same ...

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    • [DOCX File]www.cloudsplitter.org

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      At least 2/3 of the non-cash or cash-equivalent portfolio shall be invested in one or more domestic equity index fund that mimics the broad U.S. market, e.g., Vanguard’s Total Stock Market fund, VTSAX, Fidelity’s Spartan Total Market Index Fund, FSTMX, or Schwab’s Total Stock Market Index SWTSX.

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    • [DOC File]Not All Index ETFs Are - East Tennessee State University

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      The market share of index funds crossed 5% in 1996 and 9% in 1999, and now constitutes 17% of equity fund assets -- more than $1 trillion of the $6.2 trillion equity fund total. That first fund was founded on the idea of buying virtually the entire U.S. stock market, eliminating all sales charges and advisory fees, minimizing operating expenses ...

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    • [DOC File]SUMMARY PLAN DESCRIPTION - AMERISAFE

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      Investing in either "growth" stocks or "value" stocks or both. Spartan® Extended Market Index Fund - Fidelity Advantage Class FSEVX 1521 Seeks to provide investment results that correspond to the total return stocks of mid- to small-capitalization United States companies.

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    • [DOC File]ORP performance chart – DRAFT 9/14

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      Investment Options Expenses Average Annual Rates of Return Money Market M & E. Ratio Fund. Expense Total Annual Expense 1 Year 2 Year 3 Year 4 Year 5 Year AIG-VALIC Money Market Fund 0.55% 0.56% 1.11% 3.22 2.15 1.42 1.17 1.22 Fidelity Cash Reserves NA 0.43% 0.43% 3.99 2.93 2.21 1.96 2.04 TIAA-CREF Money Market Account .005% .415% 0.42% 3.90 2 ...

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    • [DOC File]Why Invest Overseas At All

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      Why Invest Overseas At All? By Sam Henry April 25, 2001 This is the first in a two-part series on investing abroad. We'll take a look at some index funds that are based on broad international benchmarks, but before we do that let's look into the debate surrounding the value, if …

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    • [DOC File]www.parrot-farm.net

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      SPTN TOTAL MKT INDEX Inception Date 11/05/1997 . 18.67 16.79 4.38 N/A. 6.10 04/30/2006. FID SEL CONSUMER IND Inception Date 06/29/1990 . 16.33 12.73 3.89 7.90 10.98 04/30/2006. SPARTAN US EQ INDEX Inception Date 02/17/1988 . 15.35 14.56 2.57 8.77 11.58 04/30/2006. Large Cap Value. FID EQUITY INCOME Inception Date 05/16/1966 . 19.24 17.27 5.49 9 ...

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    • [DOCX File]ORP performance chart – DRAFT 9/14

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      Investment Options. Expenses. Average Annual Rates of Return. Money Market. M & E. Ratio. Fund. Expense. Total Annual Expense. 1 Year. 2 Year. 3 Year. 4 Year. 5 Year ...

      fidelity total stock index fund


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