Fidelity® Mid Cap Enhanced Index (FMEIX)

13.00
Net Asset Value
-2.11%
1 Day
-2.11%
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-1.04% 3 years+17.49%
3 months+3.27% 5 years+19.45%
1 year+20.21% Since inception+9.23%
Data through --

Peer Comparisonvs. Mid-cap blend

 FMEIXCategory
Performance 5-yr return+19.45%+19.76%
Expense ratio0.62%1.25%
Risk 5 year sharpe ratio1.341.21
Net assets$339.6M$1.7B
Average market cap$9.4B$8.6B
Average P/E18.719.5
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

Holdings

U.S. stock92.93%
Cash5.33%
International stock1.74%
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 Sept148.10%
SNDK SanDisk Corp0.79%
ILMN Illumina Inc0.78%
TROW T. Rowe Price Group Inc0.76%
PEG Public Service Enterprise Group Inc0.74%
WY Weyerhaeuser Co0.72%
CHK Chesapeake Energy Corp0.72%
HUM Humana Inc0.72%
AVGO Avago Technologies Ltd0.70%
MHFI McGraw Hill Financial Inc0.69%

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