Fidelity® Mid Cap Enhanced Index (FMEIX)

14.18
Net Asset Value
-0.28%
1 Day
+4.50%
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+0.30% 3 years+21.02%
3 months+4.62% 5 years+15.43%
1 year+15.84% Since inception+9.70%
Data through --

Peer Comparisonvs. Mid-cap blend

 FMEIXCategory
Performance 5-yr return+15.43%+13.75%
Expense ratio0.62%1.22%
Risk 5 year sharpe ratio1.120.92
Net assets$679.7M$1.8B
Average market cap$11.0B$7.6B
Average P/E17.920.6
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. stock93.51%
Cash6.17%
International stock0.32%
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
-- 2.38%
CI Cigna Corp0.88%
LUV Southwest Airlines0.87%
KR Kroger Co0.86%
CAH Cardinal Health Inc0.83%
WDC Western Digital Corp0.81%
M Macy's0.79%
BRCM Broadcom Corp0.79%
PEG Public Service Enterprise Group Inc0.78%
EA Electronic Arts Inc0.75%

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