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Fidelity® Mid Cap Value FSMVX

Quantitative rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 26.61  /  1.11 %
  • Total Assets 1.6 Bil
  • Adj. Expense Ratio
    0.570%
  • Expense Ratio 0.570%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.19%
  • Turnover 80%

Morningstar’s Analysis FSMVX

Will FSMVX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Fidelity® Mid Cap Value to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

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