Morningstar

Fidelity Mid-Cap Stock K6 Fund FNKFX

Morningstar Medalist Rating
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Medalist Rating as of See Fidelity Investment Hub
  • NAV / 1-Day Return $18.80  /  +0.75 %
  • Fund Size $1.4B
  • Adjusted Expense Ratio 0.450%
  • Net Expense Ratio 0.450%
  • Fee Level: Distribution Low
  • Share Class Type Retirement, Large
  • Morningstar Category Mid-Cap Blend
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.64%
  • Turnover Ratio 38%
NAV and 1-Day Return as of

Morningstar’s Analysis FNKFX

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

  • People Pillar

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

New manager off to a strong start.

Analyst Eric Schultz

Eric Schultz

Analyst

Summary

Fidelity Mid-Cap Stock’s manager is off to a strong start but has more to prove; the strategy retains Average People and Process Pillar ratings.

by Eric Schultz
Rated on Published on

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Portfolio Holdings FNKFX

More FNKFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.6
Top 10 Holdings
% Portfolio Weight
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