Fidelity Mid Cap Fund Manager Performance Evaluation
| FSMDX Fund | USD 38.44 0.12 0.31% |
The fund shows a Beta (market volatility) of 0.9, which means possible diversification benefits within a given portfolio. Fidelity Mid returns are very sensitive to returns on the market. As the market goes up or down, Fidelity Mid is expected to follow.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Fidelity Mid Cap are ranked lower than 8 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong fundamental indicators, Fidelity Mid is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 28th of June 2025 | |
| Expense Ratio | 0.0250 |
FIDELITY |
Fidelity Mid Relative Risk vs. Return Landscape
If you would invest 3,656 in Fidelity Mid Cap on October 31, 2025 and sell it today you would earn a total of 188.00 from holding Fidelity Mid Cap or generate 5.14% return on investment over 90 days. Fidelity Mid Cap is currently producing 0.087% returns and takes up 0.8328% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than FIDELITY, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Fidelity Mid Current Valuation
Fairly Valued
Today
Please note that Fidelity Mid's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Fidelity Mid Cap shows a prevailing Real Value of $38.02 per share. The current price of the fund is $38.44. We determine the value of Fidelity Mid Cap from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Fidelity Mid is currently traded on the exchange, buyers and sellers on that exchange determine the market value of FIDELITY Mutual Fund. However, Fidelity Mid's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 38.44 | Real 38.02 | Hype 38.13 | Naive 38.33 |
The intrinsic value of Fidelity Mid's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Fidelity Mid's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Fidelity Mid Cap helps investors to forecast how FIDELITY mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Fidelity Mid more accurately as focusing exclusively on Fidelity Mid's fundamentals will not take into account other important factors: Fidelity Mid Target Price Odds to finish over Current Price
The tendency of FIDELITY Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 38.44 | 90 days | 38.44 | about 8.48 |
Based on a normal probability distribution, the odds of Fidelity Mid to move above the current price in 90 days from now is about 8.48 (This Fidelity Mid Cap probability density function shows the probability of FIDELITY Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Fidelity Mid has a beta of 0.9. This usually indicates Fidelity Mid Cap market returns are sensitive to returns on the market. As the market goes up or down, Fidelity Mid is expected to follow. Additionally Fidelity Mid Cap has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the Dow Jones Industrial. Fidelity Mid Price Density |
| Price |
Predictive Modules for Fidelity Mid
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Fidelity Mid Cap. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Fidelity Mid's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Fidelity Mid Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Fidelity Mid is not an exception. The market had few large corrections towards the Fidelity Mid's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Fidelity Mid Cap, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Fidelity Mid within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | -0.0063 | |
β | Beta against Dow Jones | 0.90 | |
σ | Overall volatility | 0.91 | |
Ir | Information ratio | -0.02 |
Fidelity Mid Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Fidelity Mid for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Fidelity Mid Cap can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Fidelity Small Cap Index Fund Q4 2025 Commentary - Seeking Alpha | |
| The fund retains 99.76% of its assets under management (AUM) in equities |
Fidelity Mid Fundamentals Growth
FIDELITY Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Fidelity Mid, and Fidelity Mid fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on FIDELITY Mutual Fund performance.
| Price To Earning | 19.81 X | |||
| Price To Book | 2.25 X | |||
| Price To Sales | 1.46 X | |||
| Total Asset | 45.79 B | |||
About Fidelity Mid Performance
Evaluating Fidelity Mid's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Fidelity Mid has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Fidelity Mid has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
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.Things to note about Fidelity Mid Cap performance evaluation
Checking the ongoing alerts about Fidelity Mid for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Fidelity Mid Cap help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Fidelity Small Cap Index Fund Q4 2025 Commentary - Seeking Alpha | |
| The fund retains 99.76% of its assets under management (AUM) in equities |
- Analyzing Fidelity Mid's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Fidelity Mid's stock is overvalued or undervalued compared to its peers.
- Examining Fidelity Mid's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Fidelity Mid's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fidelity Mid's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Fidelity Mid's mutual fund. These opinions can provide insight into Fidelity Mid's potential for growth and whether the stock is currently undervalued or overvalued.
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.
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation |