Morningstar

Fidelity Mid Cap Index Fund FSMDX

Morningstar Medalist Rating
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Medalist Rating as of See Fidelity Investment Hub
  • NAV / 1-Day Return $42.52  /  +0.85 %
  • Fund Size $51.0B
  • Adjusted Expense Ratio 0.025%
  • Net Expense Ratio 0.020%
  • Fee Level: Distribution Low
  • Share Class Type No Load
  • Morningstar Category Mid-Cap Blend
  • Equity Style Box (Funds) Mid Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.78%
  • Turnover Ratio 15%
NAV and 1-Day Return as of

Morningstar’s Analysis FSMDX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Fidelity Mid Cap Index 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 FSMDX

More FSMDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Snowflake Inc Ordinary Shares

0.80 424M
Technology

Marathon Petroleum Corp

0.79 418M
Energy

Phillips 66

0.71 376M
Energy

Cloudflare Inc

0.69 368M
Technology

Robinhood Markets Inc Class A

0.58 308M
Financial Services

Datadog Inc Class A

0.56 296M
Technology

Hewlett Packard Enterprise Co

0.50 263M
Technology

Warner Bros. Discovery Inc Ordinary Shares - Class A

0.49 261M
Communication Services

Simon Property Group Inc

0.49 258M
Real Estate

Royal Caribbean Group

0.49 258M
Consumer Cyclical

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