Fidelity® Mid Cap Enhanced Index (FMEIX)

14.11
Net Asset Value
-0.56%
1 Day
+3.98%
Year-to-Date
Overall Morningstar Rating
Mid-cap blend
Style or Category
No Load
Sales Expenses
0.62%
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.

Performance

1 month+3.20% 3 years+20.41%
3 months+4.41% 5 years+17.65%
1 year+16.06% Since inception+9.13%
Data through --

Peer Comparisonvs. Mid-cap blend

 FMEIXCategory
Performance 5-yr return+17.65%+14.77%
Expense ratio0.62%1.22%
Risk 5 year sharpe ratio1.190.98
Net assets$501.7M$1.7B
Average market cap$10.7B$7.0B
Average P/E16.619.5
Portfolio turnover128%128%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenurePatrick Waddell / 7 Years
Minimal initial investment$2,500.00
Minimum IRA investment$500.00

Holdings

U.S. stock96.17%
Cash3.70%
International stock0.13%
Fixed income0.00%
Other0.00%
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
-- 1.41%
KR Kroger Co0.97%
LUV Southwest Airlines0.94%
CAH Cardinal Health Inc0.88%
UAL United Continental Holdings0.87%
ILMN Illumina Inc0.84%
WDC Western Digital Corp0.83%
M Macy's0.83%
BRCM Broadcom Corp0.82%
HCA HCA Holdings Inc0.82%

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