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Morningstar

Fidelity Mid Cap Index FSMDX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 32.62  /  +1.34 %
  • Total Assets 34.1 Bil
  • Adj. Expense Ratio
    0.025%
  • Expense Ratio 0.025%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 1.08%
  • Turnover 8%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0

Morningstar’s Analysis FSMDX

Will FSMDX 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 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.

A sound investment process and strong management team underpin Fidelity Mid Cap Index's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
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

Amphenol Corp Class A

0.69 238.8 Mil
Technology

Trane Technologies PLC Class A

0.67 230.8 Mil
Industrials

TransDigm Group Inc

0.64 220.2 Mil
Industrials

Constellation Energy Corp

0.63 216.2 Mil
Utilities

KKR & Co Inc Ordinary Shares

0.61 211.1 Mil
Financial Services

Parker Hannifin Corp

0.61 210.2 Mil
Industrials

CrowdStrike Holdings Inc Class A

0.60 207.2 Mil
Technology

Phillips 66

0.56 193.4 Mil
Energy

Apollo Global Management Inc Class A

0.54 187.4 Mil
Financial Services

Marvell Technology Inc

0.53 182.0 Mil
Technology