Morningstar

Fidelity Mid-Cap Stock Fund FMCSX

Morningstar Medalist Rating
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Medalist Rating as of See Fidelity Investment Hub
  • NAV / 1-Day Return $49.58  /  +0.90 %
  • Fund Size $8.3B
  • Adjusted Expense Ratio 0.620%
  • Net Expense Ratio 0.620%
  • Fee Level: Distribution Low
  • Share Class Type No Load
  • Morningstar Category Mid-Cap Blend
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.49%
  • Turnover Ratio 35%
NAV and 1-Day Return as of

Morningstar’s Analysis FMCSX

Will FMCSX outperform in the 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 FMCSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

New manager off to a strong start.

Analyst Eric Schultz

Eric Schultz

Analyst

Summary

Fidelity Mid-Cap Stock’s manager is off to a strong start but has more to prove; the strategy retains Average People and Process Pillar ratings.

by Eric Schultz
Rated on Published on

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Portfolio Holdings FMCSX

More FMCSX Holdings
  • 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

Twilio Inc Class A

1.87 167M
Technology

Fidelity Cash Central Fund

1.79 160M
Cash and Equivalents

Flex Ltd

1.69 151M
Technology

TechnipFMC PLC

1.53 137M
Energy

Jones Lang LaSalle Inc

1.48 132M
Real Estate

Carpenter Technology Corp

1.34 120M
Industrials

Wintrust Financial Corp

1.32 118M
Financial Services

XPO Inc

1.30 117M
Industrials

Acuity Inc

1.29 116M
Industrials

Performance Food Group Co

1.24 111M
Consumer Defensive

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