Morningstar

Fidelity Mid Cap Value Fund FSMVX

Morningstar Medalist Rating
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Medalist Rating as of See Fidelity Investment Hub
  • NAV / 1-Day Return $37.80  /  +0.32 %
  • Fund Size $2.3B
  • Adjusted Expense Ratio 0.840%
  • Net Expense Ratio 0.840%
  • Fee Level: Distribution Below Average
  • Share Class Type No Load
  • Morningstar Category Mid-Cap Value
  • Equity Style Box (Funds) Mid Value
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.66%
  • Turnover Ratio 84%
NAV and 1-Day Return as of

Morningstar’s Analysis FSMVX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Fidelity Mid Cap Value holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings FSMVX

More FSMVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 12.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

PACS Group Inc

1.79 44M
Healthcare

Western Digital Corp

1.50 37M
Technology

Tenet Healthcare Corp

1.22 30M
Healthcare

Welltower Inc

1.17 29M
Real Estate

Baker Hughes Co Class A

1.16 29M
Energy

Marathon Petroleum Corp

1.14 28M
Energy

Jones Lang LaSalle Inc

1.09 27M
Real Estate

Xcel Energy Inc

1.02 25M
Utilities

Corteva Inc

1.01 25M
Basic Materials

TD Synnex Corp

0.99 24M
Technology

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