Morningstar

Fidelity Magellan Fund FMAGX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $15.12  /  −1.63 %
  • Fund Size $36.5B
  • Adjusted Expense Ratio 0.640%
  • Net Expense Ratio 0.640%
  • Fee Level: Distribution Below Average
  • Share Class Type No Load
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 54%
NAV and 1-Day Return as of

Morningstar’s Analysis FMAGX

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

  • People Pillar

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

Investing with conviction.

Senior Analyst Gregg Wolper

Gregg Wolper

Senior Analyst

Summary

Navigating a large-growth universe led by dominant companies with outsize index weightings, Fidelity Magellan faces a difficult task—though its manager’s acumen and extensive support gives it a chance to stand out.

by Gregg Wolper
Rated on Published on

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Portfolio Holdings FMAGX

More FMAGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

10.25 4B
Technology

Amazon.com Inc

6.36 2B
Consumer Cyclical

Microsoft Corp

5.60 2B
Technology

Broadcom Inc

4.56 2B
Technology

Alphabet Inc Class A

3.86 1B
Communication Services

Alphabet Inc Class C

3.28 1B
Communication Services

Advanced Micro Devices Inc

3.15 1B
Technology

Eli Lilly and Co

2.38 871M
Healthcare

Visa Inc Class A

2.35 859M
Financial Services

Mastercard Inc Class A

2.16 787M
Financial Services

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