19.71 Up unch unch
DETAILS
Symbol Value ($)
Morningstar Rating
Previous Close 19.71
Category Mid-Cap Growth
Net Assets 457.37 Mil
Yield 0.00%
Morningstar Risk Below Average
Morningstar Return Below Average
  • Last NAV update 4/15/2014 4:00 PM ET
INVESTMENT OBJECTIVE
NA
The investment seeks long-term growth of capital. The fund normally invests at least 80% of assets in securities of companies with medium market capitalizations (which, for purposes of this fund, are those companies with market capitalizations similar to companies in the Russell Midcap® Index or the S&P MidCap 400® Index). It invests primarily in common stocks. The fund potentially invests in companies with smaller or larger market capitalizations. It invests in domestic and foreign issuers. The fund invests in either "growth" stocks or "value" stocks or both.
CUMULATIVE PERFORMANCE OF $10,000
  2010 2011 2012 2013 2014
Return 26.31% -10.74% 14.16% 35.23% -2.27%
Value ($) 12,631.43 11,275.27 12,871.91 17,407.30 17,012.19
  • Year to date performance as of 4/15/2014 12:00 AM ET
MANAGEMENT & PURCHASE INFO
Symbol Value ($)
Fund Family Fidelity Investments
Fund Manager Thomas Allen
Tenure (Years) 10
Fund Status Open
Minimum Initial Purchase 2,500.00
Minimum IRA Investment 500.00
Front Load 3.50
Expense Ratio 1.31%
PERFORMANCE
Symbol Value ($)
1 Month -2.86%
3 Months -3.03%
1 Year 24.42%
3 Years* 9.04%
5 Years* 17.74%
  • * Annualized returns
  • Performance as of 4/15/2014 12:00 AM ET
PEER COMPARISON
  FITIX Mid-Cap Growth
5-Yr Return 17.74% 19.62%
Sharpe Ratio 0.73 1.93
Net Assets 457.37 Mil 427.77 Mil
Avg Market Cap 9.19 Bil 8.43 Bil
Avg P/E 17.81 26.15
Portfolio Turnover 134 77
HOLDINGS
Symbol Value ($)
Stocks 99.20%
Cash 0.80%
Fixed Income 0.00%
Other 0.00%
DATA PROVIDERS

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