Fidelity Magellan K
(FMGKX)
83.10
-0.89
-1.06%
-0.89
-1.06%
MORE ON FMGKX
DETAILS
| Symbol | Value ($) |
|---|---|
| Morningstar Rating | |
| Previous Close | 83.99 |
| Category | Large Growth |
| Net Assets | 2.46 Bil |
| Yield | 1.21% |
| Morningstar Risk | High |
| Morningstar Return | Low |
- Last NAV update 6/19/2013 6:38 PM ET
INVESTMENT OBJECTIVE
| NA |
|---|
| The investment seeks capital appreciation. The fund invests primarily in common stocks. It invests in domestic and foreign issuers. The fund invests in either "growth" stocks or "value" stocks or both. It invests in either "growth" stocks or "value" stocks or both. The fund uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments. |
CUMULATIVE PERFORMANCE OF $10,000
| 2009 | 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|---|
| Return | 41.39% | 12.55% | -11.43% | 18.13% | 15.34% |
| Value ($) | 14,138.95 | 15,913.64 | 14,094.23 | 16,649.33 | 19,203.79 |
- Year to date performance as of 6/18/2013 12:00 AM ET
MANAGEMENT & PURCHASE INFO
| Symbol | Value ($) |
|---|---|
| Fund Family | Fidelity Investments |
| Fund Manager | Jeffrey Feingold |
| Tenure (Years) | 2 |
| Fund Status | Open |
| Minimum Initial Purchase | 0.00 |
| Minimum IRA Investment | NA |
| Front Load | 0.00 |
| Expense Ratio | 0.34% |
PERFORMANCE
| Symbol | Value ($) |
|---|---|
| 1 Month | -0.72% |
| 3 Months | 6.64% |
| 1 Year | 24.57% |
| 3 Years* | 10.82% |
| 5 Years* | 0.77% |
- * Annualized returns
- Performance as of 6/18/2013 12:00 AM ET
PEER COMPARISON
| FMGKX | Large Growth | |
|---|---|---|
| 5-Yr Return | 0.77% | 5.19% |
| Sharpe Ratio | 0.70 | 2.86 |
| Net Assets | 2.46 Bil | 631.34 Mil |
| Avg Market Cap | 44.28 Bil | 45.32 Bil |
| Avg P/E | 15.97 | 19.88 |
| Portfolio Turnover | 88 | 58 |
HOLDINGS
| Symbol | Value ($) |
|---|---|
| Stocks | 99.14% |
| Cash | 0.86% |
| Fixed Income | 0.00% |
| Other | 0.00% |
TOP 10 HOLDINGS
| NAME | % NET ASSETS |
|---|---|
| Google, Inc. Class A | 3.52% |
| Berkshire Hathaway Inc Class B | 2.41% |
| General Electric Co | 2.40% |
| Wells Fargo & Co | 2.38% |
| Citigroup Inc | 2.09% |
| Amgen Inc | 2.02% |
| Procter & Gamble Co | 1.96% |
| Monsanto Company | 1.93% |
| Apple Inc | 1.88% |
| Bank of America Corporation | 1.82% |
DATA PROVIDERS
Copyright © 2013 Microsoft. All rights reserved.
Fundamental company data and historical chart data provided by Morningstar Inc. Real-time index quotes and delayed quotes supplied by Morningstar Inc. Quotes delayed by up to 15 minutes, except where indicated otherwise. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by Morningstar Inc.
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