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Morningstar

Fidelity Mid Cap Growth Index FMDGX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 28.23  /  +0.18 %
  • Total Assets 942.6 Mil
  • Adj. Expense Ratio
    0.050%
  • Expense Ratio 0.050%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.60%
  • Turnover 46%

USD | NAV as of May 31, 2024 | 1-Day Return as of May 31, 2024, 10:14 PM GMT+0

Morningstar’s Analysis FMDGX

Will FMDGX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FMDGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FMDGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FMDGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin Fidelity Mid Cap Growth Index's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FMDGX

More FMDGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

CrowdStrike Holdings Inc Class A

1.97 18.5 Mil
Technology

Apollo Global Management Inc Class A

1.78 16.8 Mil
Financial Services

Cintas Corp

1.60 15.1 Mil
Industrials

DexCom Inc

1.55 14.6 Mil
Healthcare

Copart Inc

1.47 13.8 Mil
Industrials

Palantir Technologies Inc Ordinary Shares - Class A

1.33 12.5 Mil
Technology

Ameriprise Financial Inc

1.30 12.2 Mil
Financial Services

W.W. Grainger Inc

1.28 12.1 Mil
Industrials

IDEXX Laboratories Inc

1.28 12.0 Mil
Healthcare

Cencora Inc

1.27 11.9 Mil
Healthcare