Fidelity Mid Cap Fund Quote
| FSMVX Fund | USD 35.88 0.07 0.20% |
Performance14 of 100
| Odds Of DistressLess than 17
|
Fidelity Mid is trading at 35.88 as of the 2nd of December 2024; that is 0.20 percent increase since the beginning of the trading day. The fund's open price was 35.81. Fidelity Mid has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good 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 3rd of September 2024 and ending today, the 2nd of December 2024. Click here to learn more.
The fund normally invests at least 80 percent of its assets in securities of companies with medium market capitalizations . It invests in companies with smaller or larger market capitalizations. The fund invests in domestic and foreign issuers. More on Fidelity Mid Cap
Moving together with Fidelity Mutual Fund
| 0.95 | FPURX | Fidelity Puritan | PairCorr |
| 0.95 | FPUKX | Fidelity Puritan | PairCorr |
| 0.84 | 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, Large, Mid-Cap Value (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of April 2023 |
| Fiscal Year End | January |
Fidelity Mid Cap [FSMVX] is traded in USA and was established 2nd 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 1.5 B in assets under management (AUM) with no minimum investment requirementsFidelity Mid Cap is currently producing year-to-date (YTD) return of 23.95% with the current yeild of 0.01%, while the total return for the last 3 years was 12.34%.
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
| DFS | Discover Financial Services | Stock | Financials | |
| MGM | MGM Resorts International | Stock | Consumer Discretionary | |
| PFG | Principal Financial Group | Stock | Financials | |
| ETR | Entergy | Stock | Utilities | |
| NRG | NRG Energy | Stock | Utilities | |
| MTB | MT Bank | Stock | Financials | |
| CNP | CenterPoint Energy | Stock | Utilities | |
| AME | Ametek Inc | Stock | Industrials |
Fidelity Mid Cap Risk Profiles
| Mean Deviation | 0.714 | |||
| Semi Deviation | 0.6242 | |||
| Standard Deviation | 0.9318 | |||
| Variance | 0.8682 |
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.
| Crypto Correlations Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins | |
| CEOs Directory Screen CEOs from public companies around the world | |
| Balance Of Power Check stock momentum by analyzing Balance Of Power indicator and other technical ratios | |
| Stock Screener Find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook. |