Morningstar

Fidelity Mid-Cap Stock K6 FNKFX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 16.61  /  +0.85 %
  • Total Assets 1.0 Bil
  • Adj. Expense Ratio
    0.450%
  • Expense Ratio 0.450%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.08%
  • Turnover 51%

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 10:10 PM GMT+0

Morningstar’s Analysis FNKFX

Will FNKFX 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 FNKFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FNKFX 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 FNKFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Another new manager takes charge.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

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.

by Todd Trubey
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FNKFX

More FNKFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 13.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
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