Fidelity Mid Cap Fund Quote
| FMDGX Fund | USD 35.31 0.45 1.29% |
Performance14 of 100
| Odds Of DistressLess than 16
|
Fidelity Mid is trading at 35.31 as of the 31st of January 2025; that is 1.29 percent increase since the beginning of the trading day. The fund's open price was 34.86. Fidelity Mid has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 1st of January 2025 and ending today, the 31st of January 2025. Click here to learn more.
The fund normally invests at least 80 percent of assets in securities included in the Russell Midcap Growth Index, which is a market capitalization-weighted index designed to measure the performance of the mid-cap growth segment of the U.S. equity market. More on Fidelity Mid Cap
Moving together with Fidelity Mutual Fund
Fidelity Mutual Fund Highlights
| Fund Concentration | Fidelity Investments Funds, Large Funds, Mid-Cap Growth Funds, Mid-Cap Growth, Fidelity Investments (View all Sectors) |
| Expense Ratio Date | 29th of August 2022 |
| Fiscal Year End | June |
Fidelity Mid Cap [FMDGX] is traded in USA and was established 31st of January 2025. Fidelity Mid is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of Fidelity Investments family. This fund currently has accumulated 698.23 M in assets under management (AUM) with no minimum investment requirementsFidelity Mid Cap is currently producing year-to-date (YTD) return of 7.12% with the current yeild of 0.0%, while the total return for the last 3 years was 11.94%.
Check Fidelity Mid Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Fidelity Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Fidelity Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Fidelity Mid Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Fidelity Mid Cap Mutual Fund Constituents
| LULU | Lululemon Athletica | Stock | Consumer Discretionary | |
| AZO | AutoZone | Stock | Consumer Discretionary | |
| CNC | Centene Corp | Stock | Health Care | |
| VEEV | Veeva Systems Class | Stock | Health Care | |
| ORLY | OReilly Automotive | Stock | Consumer Discretionary | |
| CDNS | Cadence Design Systems | Stock | Information Technology | |
| DOCU | DocuSign | Stock | Information Technology | |
| TWLO | Twilio Inc | Stock | Information Technology |
Fidelity Mid Cap Risk Profiles
| Mean Deviation | 0.9187 | |||
| Semi Deviation | 1.11 | |||
| Standard Deviation | 1.23 | |||
| Variance | 1.51 |
Fidelity Mid Against Markets
Other Information on Investing in Fidelity Mutual Fund
Fidelity Mid financial ratios help investors to determine whether Fidelity Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Fidelity with respect to the benefits of owning Fidelity Mid security.
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