Fidelity Mid-Cap Stock’s second manager change in two years drives a downgrade of the People rating to Average from Above Average, but the Average Process rating is stable.
Fidelity Mid-Cap Stock FMCSX
- NAV / 1-Day Return 43.85 / +0.92 %
- Total Assets 7.7 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.790%
- Distribution Fee Level Below Average
- Share Class Type No Load
- Category Mid-Cap Blend
- Investment Style Mid Blend
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.76%
- Turnover 27%
USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:28 PM GMT+0
Morningstar’s Analysis FMCSX
Will FMCSX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 14.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Space Exploration Tech Corp Pp | 2.06 | 156.4 Mil | — |
Arch Capital Group Ltd | 1.66 | 125.4 Mil | Financial Services |
Imperial Oil Ltd | 1.64 | 124.5 Mil | Energy |
Cheniere Energy Inc | 1.43 | 108.0 Mil | Energy |
AECOM | 1.35 | 102.4 Mil | Industrials |
American Financial Group Inc | 1.35 | 102.0 Mil | Financial Services |
Performance Food Group Co | 1.30 | 98.2 Mil | Consumer Defensive |
Molina Healthcare Inc | 1.25 | 94.8 Mil | Healthcare |
Regal Rexnord Corp | 1.14 | 86.1 Mil | Industrials |
TransUnion | 1.10 | 83.5 Mil | Financial Services |