Fidelity® Mid Cap Enhanced Index (FMEIX)

13.54
Net Asset Value
-1.10%
1 Day
-0.22%
Year-to-Date
Overall Morningstar Rating
Mid-cap blend
Style or Category
No Load
Sales Expenses
0.62%
Expense Ratio
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-1.31% 3 years+19.78%
3 months+4.80% 5 years+17.91%
1 year+16.15% Since inception+9.38%
Data through --

Peer Comparisonvs. Mid-cap blend

 FMEIXCategory
Performance 5-yr return+17.91%+14.77%
Expense ratio0.62%1.23%
Risk 5 year sharpe ratio1.130.96
Net assets$453.9M$1.7B
Average market cap$10.5B$7.2B
Average P/E16.618.9
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. stock96.72%
Cash3.09%
International stock0.19%
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
-- E-mini S&P MidCap 400 Index Future Dec143.41%
LUV Southwest Airlines Co0.95%
ILMN Illumina Inc0.85%
M Macy's Inc0.83%
CAH Cardinal Health Inc0.82%
UAL United Continental Holdings Inc0.82%
HCA HCA Holdings Inc0.81%
MHFI McGraw Hill Financial Inc0.80%
PEG Public Service Enterprise Group Inc0.80%
CI Cigna Corp0.80%

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