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-3.37% 3 years+20.32%
3 months-0.98% 5 years+16.47%
1 year+11.69% Since inception+8.75%
Data through --

Peer Comparisonvs. Mid-cap blend

Performance 5-yr return+16.47%+14.91%
Expense ratio0.62%1.24%
Risk 5 year sharpe ratio1.100.96
Net assets$360.0M$1.8B
Average market cap$10.3B$7.3B
Average P/E17.319.8
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. stock98.03%
International stock1.05%
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 Sept140.94%
HCA HCA Holdings Inc0.89%
CAH Cardinal Health Inc0.87%
CI Cigna Corp0.87%
ILMN Illumina Inc0.87%
LUV Southwest Airlines Co0.87%
AVGO Avago Technologies Ltd0.86%
M Macy's Inc0.86%
WDC Western Digital Corp0.84%
MHFI McGraw Hill Financial Inc0.83%

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