Fidelity Mid Cap Fund Quote
| FIMVX Fund | USD 29.57 0.04 0.14% |
Performance16 of 100
| Odds Of DistressLess than 17
|
Fidelity Mid is trading at 29.57 as of the 1st of December 2024; that is 0.14 percent increase since the beginning of the trading day. The fund's open price was 29.53. Fidelity Mid has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Fidelity Mid Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 12th of December 2022 and ending today, the 1st of December 2024. Click here to learn more.
The fund normally invests at least 80 percent of assets in securities included in the Russell Midcap Value Index, which is a market capitalization-weighted index designed to measure the performance of the mid-cap value segment of the U.S. equity market. More on Fidelity Mid Cap
Moving together with Fidelity Mutual Fund
| 0.96 | FPURX | Fidelity Puritan | PairCorr |
| 0.96 | FPUKX | Fidelity Puritan | PairCorr |
| 0.82 | FQIPX | Fidelity Freedom Index | PairCorr |
Moving against Fidelity Mutual Fund
Fidelity Mutual Fund Highlights
| Fund Concentration | Fidelity Investments Funds, Large Funds, Mid-Cap Value Funds, Mid-Cap Value, Fidelity Investments (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 29th of August 2022 |
| Fiscal Year End | June |
Fidelity Mid Cap [FIMVX] is traded in USA and was established 1st of December 2024. Fidelity Mid is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Mid-Cap Value category and is part of Fidelity Investments family. This fund currently has accumulated 846.41 M in assets under management (AUM) with no minimum investment requirementsFidelity Mid Cap is currently producing year-to-date (YTD) return of 21.97% with the current yeild of 0.02%, while the total return for the last 3 years was 7.7%.
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
| PRU | Prudential Financial | Stock | Financials | |
| APTV | Aptiv PLC | Stock | Consumer Discretionary | |
| INFO | Harbor ETF Trust | Etf | Large Blend | |
| WMB | Williams Companies | Stock | Energy | |
| ED | Consolidated Edison | Stock | Utilities | |
| XEL | Xcel Energy | Stock | Utilities | |
| SRE | Sempra Energy | Stock | Utilities | |
| AVB | AvalonBay Communities | Stock | Real Estate |
Fidelity Mid Cap Risk Profiles
| Mean Deviation | 0.5712 | |||
| Semi Deviation | 0.4629 | |||
| Standard Deviation | 0.7296 | |||
| Variance | 0.5324 |
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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