Fidelity® Magellan® Fund (FMAGX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective 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 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.


1 month+1.57% 3 years+11.67%
3 months+5.47% 5 years+15.58%
1 year+22.08% Since inception+15.96%
Data through --

Peer Comparisonvs. Large growth

Performance 5-yr return+15.58%+13.81%
Expense ratio0.69%1.10%
Risk 5 year sharpe ratio1.261.17
Net assets$17.5B$3.6B
Average market cap$88.0B$154.1B
Average P/E26.426.8
Portfolio turnover53%53%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureJeffrey Feingold / 6 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00


U.S. stock93.81%
International stock4.70%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Industrial materials 20.70%
Hardware 14.63%
Healthcare 12.47%
Financial service 11.79%
Telecommunication 10.01%
Top 10 Holdings
Portfolio weighting
MSFT Microsoft4.95%
AMZN Amazon3.37%
UNH UnitedHealth2.68%
JPM JPMorgan Chase2.41%
GOOG Google2.35%
GOOGL Google2.33%
AAPL Apple2.18%
BRKB Berkshire Hathaway2.16%
BAC Bank of America2.02%
NOC Northrop Grumman1.87%