Fidelity® Mid Cap Enhanced Index (FMEIX)

Net Asset Value
1 Day
Overall Morningstar Rating
Mid-cap blend
Style or Category
No Load
Sales Expenses
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks capital appreciation. The fund normally invests at least 80% of assets in common stocks included in the Russell Midcap « Index, which is a market capitalization-weighted index of companies with medium market capitalizations. It generally uses computer-aided, quantitative analysis of historical valuation, growth, profitability, and other factors to select a broadly diversified group of stocks that may have the potential to provide a higher total return than that of the Russell Midcap « Index. The fund invests in domestic and foreign issuers.


1 month+1.56% 3 years+22.10%
3 months+2.02% 5 years+17.36%
1 year+18.69% Since inception+9.31%
Data through --

Peer Comparisonvs. Mid-cap blend

Performance 5-yr return+17.36%+19.76%
Expense ratio0.62%1.24%
Risk 5 year sharpe ratio1.211.08
Net assets$363.7M$1.8B
Average market cap$9.7B$8.3B
Average P/E16.719.5
Portfolio turnover128%128%

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Fund Management and Purchase Info

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


U.S. stock96.36%
International stock2.26%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Industrial materials 16.11%
Financial service 15.94%
Hardware 12.04%
Consumer goods 11.58%
Energy 10.02%
Top 10 Holdings
Portfolio weighting
-- E-mini S&P MidCap 400 Index Future Sept141.42%
CMG Chipotle Mexican Grill Inc Class A0.90%
HCA HCA Holdings Inc0.87%
LUV Southwest Airlines Co0.84%
MHFI McGraw Hill Financial Inc0.83%
M Macy's Inc0.83%
TROW T. Rowe Price Group Inc0.82%
ILMN Illumina Inc0.81%
STJ St Jude Medical Inc0.78%
SYMC Symantec Corp0.78%

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