+0.06
+0.24%
| Symbol | Value ($) |
|---|---|
| Morningstar Rating | |
| Previous Close | 24.60 |
| Category | Mid-Cap Growth |
| Net Assets | 159.90 Mil |
| Yield | 0.08% |
| Morningstar Risk | Above Average |
| Morningstar Return | Below Average |
- Last NAV update 5/21/2013 4:00 PM ET
| NA |
|---|
| The investment seeks long-term growth of capital. The fund normally invests at least 80% of assets in stocks of companies with medium market capitalizations (which, for purposes of this fund, are those companies with market capitalizations similar to companies in the Russell Midcap® Index or the S&P MidCap 400® Index). It potentially invests in companies with smaller or larger market capitalizations. The fund invests in domestic and foreign issuers. It invests in either "growth" stocks or "value" stocks or both. |
| 2009 | 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|---|
| Return | 45.73% | 23.05% | -5.77% | 18.40% | 17.09% |
| Value ($) | 14,573.00 | 17,932.08 | 16,897.40 | 20,006.52 | 23,425.63 |
- Year to date performance as of 5/20/2013 8:00 PM ET
| Symbol | Value ($) |
|---|---|
| Fund Family | Fidelity Investments |
| Fund Manager | Douglas Simmons |
| Tenure (Years) | 2 |
| Fund Status | Open |
| Minimum Initial Purchase | 2,500.00 |
| Minimum IRA Investment | 500.00 |
| Front Load | 0.00 |
| Expense Ratio | 1.68% |
| Symbol | Value ($) |
|---|---|
| 1 Month | 7.80% |
| 3 Months | 9.53% |
| 1 Year | 33.00% |
| 3 Years* | 17.48% |
| 5 Years* | 2.80% |
- * Annualized returns
- Performance as of 5/20/2013 8:00 PM ET
| FMCEX | Mid-Cap Growth | |
|---|---|---|
| 5-Yr Return | 2.80% | 5.29% |
| Sharpe Ratio | 0.68 | 0.69 |
| Net Assets | 159.90 Mil | 359.02 Mil |
| Avg Market Cap | 5.80 Bil | 6.91 Bil |
| Avg P/E | 20.43 | 18.56 |
| Portfolio Turnover | 72 | 72 |
| Symbol | Value ($) |
|---|---|
| Stocks | 97.24% |
| Cash | 2.53% |
| Fixed Income | 0.00% |
| Other | 0.23% |
| NAME | % NET ASSETS |
|---|---|
| Ametek, Inc. | 1.77% |
| Capital One Financial Corp | 1.48% |
| Regeneron Pharmaceuticals, Inc. | 1.41% |
| Hubbell, Inc. Class B | 1.39% |
| J.B. Hunt Transport Services, Inc. | 1.31% |
| Ocwen Financial Corporation | 1.12% |
| Tractor Supply | 1.11% |
| MSC Industrial Direct Co., Inc. | 1.04% |
| Regal-Beloit Corporation | 0.98% |
| Watsco, Inc. | 0.96% |
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Fundamental company data and historical chart data provided by Thomson Reuters (click for restrictions). Real-time quotes provided by BATS Exchange. Real-time index quotes and delayed quotes supplied by Interactive Data Real-Time Services. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations data provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by SIX Financial Information.
Japanese stock price data provided by Nomura Research Institute Ltd.; quotes delayed 20 minutes. Canadian fund data provided by CANNEX Financial Exchanges Ltd.
