This strategy’s new lead manager is maintaining its approach while aligning the portfolio with her perspectives.
Fidelity Mid-Cap Stock FMCSX
- NAV / 1-Day Return 42.34 / +0.98 %
- Total Assets 7.4 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.800%
- Distribution Fee Level Below Average
- Share Class Type No Load
- Category Mid-Cap Blend
- Investment Style Mid Blend
- Min. Initial Investment —
- Status Open
- TTM Yield 0.85%
- Turnover 19%
USD | NAV as of Jun 12, 2024 | 1-Day Return as of Jun 12, 2024, 10:16 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 | 1.87 | 135.4 Mil | — |
Imperial Oil Ltd | 1.57 | 114.0 Mil | Energy |
Vistra Corp | 1.54 | 111.6 Mil | Utilities |
Arch Capital Group Ltd | 1.53 | 111.1 Mil | Financial Services |
American Financial Group Inc | 1.35 | 97.8 Mil | Financial Services |
Regal Rexnord Corp | 1.32 | 95.2 Mil | Industrials |
AECOM | 1.31 | 94.8 Mil | Industrials |
Molina Healthcare Inc | 1.28 | 93.0 Mil | Healthcare |
Cheniere Energy Inc | 1.27 | 92.3 Mil | Energy |
Performance Food Group Co | 1.24 | 89.6 Mil | Consumer Defensive |