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Morningstar

Fidelity Mid-Cap Stock FMCSX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 43.10  /  +0.70 %
  • Total Assets 7.2 Bil
  • Adj. Expense Ratio
    0.800%
  • 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 0.88%
  • Turnover 19%

USD | NAV as of May 09, 2024 | 1-Day Return as of May 09, 2024, 10:15 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.

  • 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.

A new manager takes charge.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

This strategy’s new lead manager is maintaining its approach while aligning the portfolio with her perspectives.

by Todd Trubey
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FMCSX

More FMCSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Space Exploration Tech Corp Pp

1.74 135.4 Mil
—

Imperial Oil Ltd

1.48 115.2 Mil
Energy

Molina Healthcare Inc

1.45 112.5 Mil
Healthcare

Arch Capital Group Ltd

1.42 110.6 Mil
Financial Services

Regal Rexnord Corp

1.38 107.1 Mil
Industrials

American Financial Group Inc

1.36 105.3 Mil
Financial Services

PVH Corp

1.35 105.1 Mil
Consumer Cyclical

Vistra Corp

1.33 103.2 Mil
Utilities

AECOM

1.31 101.4 Mil
Industrials

Performance Food Group Co

1.28 99.3 Mil
Consumer Defensive