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Morningstar

Fidelity Mid Cap Value K6 FCMVX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 15.42  /  −0.13 %
  • Total Assets 46.5 Mil
  • Adj. Expense Ratio
    0.450%
  • Expense Ratio 0.450%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 1.15%
  • Turnover 84%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 PM GMT+0

Morningstar’s Analysis FCMVX

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

  • People Pillar

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

Fidelity Mid Cap Value K6’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable 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 FCMVX

More FCMVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 13.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Welltower Inc

2.55 1.1 Mil
Real Estate

Constellation Energy Corp

1.46 622,086
Utilities

Builders FirstSource Inc

1.39 592,371
Industrials

XPO Inc

1.30 555,758
Industrials

Steel Dynamics Inc

1.27 540,365
Basic Materials

Sun Communities Inc

1.19 506,950
Real Estate

PG&E Corp

1.15 489,100
Utilities

Camden Property Trust

1.12 478,541
Real Estate

Raymond James Financial Inc

1.10 468,646
Financial Services

Edison International

1.06 453,489
Utilities