Fidelity Mid Cap Fund Quote

FSMDX Fund  USD 36.66  0.23  0.63%   

Performance

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Odds Of Distress

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Low
Fidelity Mid is trading at 36.66 as of the 6th of November 2025; that is 0.63 percent up since the beginning of the trading day. The fund's open price was 36.43. Fidelity Mid has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 7th of October 2025 and ending today, the 6th of November 2025. 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

Moving together with Fidelity Mutual Fund

  0.74FPTKX Fidelity Freedom 2015PairCorr
  0.62FPXTX Fidelity PennsylvaniaPairCorr
  0.73FQIFX Fidelity Freedom IndexPairCorr
  0.65FQIPX Fidelity Freedom IndexPairCorr

Fidelity Mutual Fund Highlights

Fund ConcentrationFidelity Investments Funds, Large Funds, Mid-Cap Blend Funds, Mid-Cap Blend, Fidelity Investments, Large, Mid-Cap Blend (View all Sectors)
Update Date30th of September 2025
Expense Ratio Date29th of June 2023
Fiscal Year EndApril
Fidelity Mid Cap [FSMDX] is traded in USA and was established 6th of November 2025. 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 7.93% with the current yeild of 0.01%, while the total return for the last 3 years was 13.49%.
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

SNPSSynopsysStockInformation Technology
CMGChipotle Mexican GrillStockConsumer Discretionary
MARMarriott InternationalStockConsumer Discretionary
PHParker HannifinStockIndustrials
DLRDigital Realty TrustStockReal Estate
VEEVVeeva Systems ClassStockHealth Care
EQIXEquinixStockReal Estate
ORLYOReilly AutomotiveStockConsumer Discretionary
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Fidelity Mid Top Holders

JIIOXLifestyle Ii AggressiveMutual FundAllocation--85%+ Equity
JLGSXLifestyle Ii GrowthMutual FundAllocation--70% to 85% Equity
JLMOXLifestyle Ii ModerateMutual FundAllocation--30% to 50% Equity
JIBOXLifestyle Ii BalancedMutual FundAllocation--50% to 70% Equity
PFFFXPfg Fidelity InstitutionalMutual FundWorld Large-Stock Blend
JLCGXLifestyle Ii ServativeMutual FundAllocation--15% to 30% Equity
JIIRXLifestyle Ii AggressiveMutual FundAllocation--85%+ Equity
JLMRXLifestyle Ii ModerateMutual FundAllocation--30% to 50% Equity
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Fidelity Mid Cap Risk Profiles

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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