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Fidelity Mid Cap Index FSMDX

Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 31.87  /  +0.92 %
  • Total Assets 33.4 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 1.36%
  • Turnover 9%

USD | NAV as of May 24, 2024 | 1-Day Return as of May 24, 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.

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 sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

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Portfolio Holdings FSMDX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 5.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Phillips 66

0.63 218.8 Mil
Energy

Parker Hannifin Corp

0.62 216.3 Mil
Industrials

CrowdStrike Holdings Inc Class A

0.60 208.4 Mil
Technology

Trane Technologies PLC Class A

0.60 208.2 Mil
Industrials

Amphenol Corp Class A

0.59 204.9 Mil
Technology

KKR & Co Inc Ordinary Shares

0.58 203.2 Mil
Financial Services

TransDigm Group Inc

0.57 198.7 Mil
Industrials

PACCAR Inc

0.55 193.5 Mil
Industrials

Marvell Technology Inc

0.53 184.5 Mil
Technology

Cintas Corp

0.52 181.3 Mil
Industrials