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Morningstar

Fidelity® Mid Cap Value FSMVX

Morningstar Analyst Rating
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%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:31 PM GMT+00:00

Morningstar’s Analysis FSMVX

Will FSMVX outperform in 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.

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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