Morningstar

Fidelity New Millennium Fund FMILX

Morningstar Medalist Rating
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Medalist Rating as of See Fidelity Investment Hub
  • NAV / 1-Day Return $76.62  /  −1.57 %
  • Fund Size $6.1B
  • Adjusted Expense Ratio 0.760%
  • Net Expense Ratio 0.760%
  • Fee Level: Distribution Average
  • Share Class Type No Load
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.07%
  • Turnover Ratio 30%
NAV and 1-Day Return as of

Morningstar’s Analysis FMILX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Fidelity New Millennium holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings FMILX

More FMILX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 40.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.86 535M
Technology

Apple Inc

6.84 413M
Technology

Alphabet Inc Class A

5.73 346M
Communication Services

Microsoft Corp

4.86 294M
Technology

Amazon.com Inc

4.36 264M
Consumer Cyclical

Micron Technology Inc

2.14 129M
Technology

Broadcom Inc

2.13 129M
Technology

Eli Lilly and Co

1.93 117M
Healthcare

Visa Inc Class A

1.81 109M
Financial Services

ExxonMobil Holdings Corp

1.61 97M
Energy

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