Fidelity Mid Cap Fund Quote
| FSMDX Fund | USD 32.92 0.28 0.86% |
PerformanceVery Weak
| Odds Of DistressLow
|
Fidelity Mid is trading at 32.92 as of the 19th of March 2025; that is 0.86 percent up since the beginning of the trading day. The fund's open price was 32.64. Fidelity Mid has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 19th of March 2025. Click here to learn more.
The fund invests normally at least 80 percent of its assets in securities included in the Russell Midcap Index. It lends securities to earn income. More on Fidelity Mid Cap
Moving together with Fidelity Mutual Fund
Fidelity Mutual Fund Highlights
| Fund Concentration | Fidelity Investments Funds, Large Funds, Mid-Cap Blend Funds, Mid-Cap Blend, Fidelity Investments, Large, Mid-Cap Blend (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 29th of June 2023 |
| Fiscal Year End | April |
Fidelity Mid Cap [FSMDX] is traded in USA and was established 19th of March 2025. Fidelity Mid is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of Fidelity Investments family. This fund currently has accumulated 28.03 B in assets under management (AUM) with no minimum investment requirementsFidelity Mid Cap is currently producing year-to-date (YTD) return of 1.27% with the current yeild of 0.01%, while the total return for the last 3 years was 7.21%.
Check Fidelity Mid Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Fidelity Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Fidelity Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Fidelity Mid Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Fidelity Mid Cap Mutual Fund Constituents
| XEL | Xcel Energy | Stock | Utilities | |
| PPL | PPL Corporation | Stock | Utilities | |
| EA | Electronic Arts | Stock | Communication Services | |
| WELL | Welltower | Stock | Real Estate | |
| ROP | Roper Technologies, | Stock | Industrials | |
| CRWD | Crowdstrike Holdings | Stock | Information Technology | |
| CMG | Chipotle Mexican Grill | Stock | Consumer Discretionary | |
| CMI | Cummins | Stock | Industrials |
Fidelity Mid Top Holders
| JIIOX | Lifestyle Ii Aggressive | Mutual Fund | Allocation--85%+ Equity | |
| JLGSX | Lifestyle Ii Growth | Mutual Fund | Allocation--70% to 85% Equity | |
| JLMOX | Lifestyle Ii Moderate | Mutual Fund | Allocation--30% to 50% Equity | |
| JIBOX | Lifestyle Ii Balanced | Mutual Fund | Allocation--50% to 70% Equity | |
| PFFFX | Pfg Fidelity Institutional | Mutual Fund | World Large-Stock Blend | |
| JLCGX | Lifestyle Ii Servative | Mutual Fund | Allocation--15% to 30% Equity | |
| JIIRX | Lifestyle Ii Aggressive | Mutual Fund | Allocation--85%+ Equity | |
| JLMRX | Lifestyle Ii Moderate | Mutual Fund | Allocation--30% to 50% Equity |
Fidelity Mid Cap Risk Profiles
| Mean Deviation | 0.7728 | |||
| Standard Deviation | 1.02 | |||
| Variance | 1.05 | |||
| Risk Adjusted Performance | (0.12) |
Fidelity Mid Against Markets
Other Information on Investing in Fidelity Mutual Fund
Fidelity Mid financial ratios help investors to determine whether Fidelity Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Fidelity with respect to the benefits of owning Fidelity Mid security.
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