Fidelity Mid is trading at 36.81 as of the 26th of November 2024; that is 1.13 percent up since the beginning of the trading day. The fund's open price was 36.4. Fidelity Mid has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Fidelity Mid Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of October 2024 and ending today, the 26th of November 2024. Click here to learn more.
The fund invests normally at least 80 percent of its assets in securities included in the Russell Midcap Index. It lends securities to earn income. More on Fidelity Mid Cap
Fidelity Mid Cap [FSMDX] is traded in USA and was established 26th of November 2024. Fidelity Mid is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of Fidelity Investments family. This fund currently has accumulated 28.03 B in assets under management (AUM) with no minimum investment requirementsFidelity Mid Cap is currently producing year-to-date (YTD) return of 22.95% with the current yeild of 0.01%, while the total return for the last 3 years was 6.02%.
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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.
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.