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Fidelity Mid Cap Index FSMDX

Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 32.53  /  +0.37 %
  • Total Assets 33.2 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 1.34%
  • Turnover 9%

USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 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 cost advantage over competitors, priced within the cheapest 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 5.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Phillips 66

0.61 190.7 Mil
Energy

CrowdStrike Holdings Inc Class A

0.59 185.3 Mil
Technology

Parker Hannifin Corp

0.57 176.2 Mil
Industrials

Amphenol Corp Class A

0.56 175.0 Mil
Technology

TransDigm Group Inc

0.55 171.9 Mil
Industrials

Marvell Technology Inc

0.55 171.8 Mil
Technology

KKR & Co Inc Ordinary Shares

0.55 170.5 Mil
Financial Services

Trane Technologies PLC Class A

0.55 170.4 Mil
Industrials

Cintas Corp

0.50 155.5 Mil
Industrials

Apollo Global Management Inc Class A

0.50 155.5 Mil
Financial Services