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 43.85 / +1.48 %
- Total Assets 7.5 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.850%
- 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 0.87%
- Turnover 19%
USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 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.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 14.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Space Exploration Tech Corp Pp | 1.87 | 135.4 Mil | — |
Performance Food Group Co | 1.52 | 109.8 Mil | Consumer Defensive |
Molina Healthcare Inc | 1.47 | 106.3 Mil | Healthcare |
Imperial Oil Ltd | 1.43 | 103.2 Mil | Energy |
Arch Capital Group Ltd | 1.36 | 98.6 Mil | Financial Services |
Cheniere Energy Inc | 1.34 | 96.6 Mil | Energy |
PVH Corp | 1.29 | 93.3 Mil | Consumer Cyclical |
American Financial Group Inc | 1.28 | 92.9 Mil | Financial Services |
AECOM | 1.26 | 91.2 Mil | Industrials |
Owens-Corning Inc | 1.19 | 86.4 Mil | Industrials |