Fidelity® Magellan® Fund (FMAGX)

92.65
Net Asset Value
-1.42%
1 Day
+0.30%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
0.53%
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks capital appreciation. The fund invests primarily in common stocks. It invests in domestic and foreign issuers. It invests in either "growth" stocks or "value" stocks or both. The fund uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments.

Performance

1 month-1.60% 3 years+23.21%
3 months+1.62% 5 years+12.36%
1 year+19.87% Since inception+16.28%
Data through --

Peer Comparisonvs. Large growth

 FMAGXCategory
Performance 5-yr return+12.36%+17.64%
Expense ratio0.53%1.24%
Risk 5 year sharpe ratio0.901.08
Net assets$16.7B$2.6B
Average market cap$54.8B$73.0B
Average P/E20.523.1
Portfolio turnover77%77%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureJeffrey Feingold / 2 Years
Minimal initial investment$2,500.00
Minimum IRA investment$500.00

Holdings

U.S. stock95.75%
International stock2.66%
Cash1.16%
Other0.43%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Industrial materials 20.70%
Hardware 14.63%
Healthcare 12.47%
Financial service 11.79%
Telecommunication 10.01%
Top 10 Holdings
Portfolio weighting
AAPL Apple Inc4.74%
JPM JPMorgan Chase & Co2.95%
BAC Bank of America Corporation2.44%
GOOGL Google Inc Class A2.15%
GOOG Google Inc Class C2.13%
TJX TJX Companies2.00%
BRKB Berkshire Hathaway Inc Class B1.92%
FB Facebook Inc Class A1.73%
WFC Wells Fargo & Co1.63%
V Visa Inc Class A1.58%

To view my watchlist

Not a member yet?

Sign up now for a free account

Market indexes are shown in real time, except for the DJIA, which is delayed by two minutes. All times are ET. Disclaimer Morningstar: © 2014 Morningstar, Inc. All Rights Reserved. Disclaimer The Dow Jones IndexesSM are proprietary to and distributed by Dow Jones & Company, Inc. and have been licensed for use. All content of the Dow Jones IndexesSM © 2014 is proprietary to Dow Jones & Company, Inc. Chicago Mercantile Association. The market data is the property of Chicago Mercantile Exchange Inc. and its licensors. All rights reserved. FactSet Research Systems Inc. 2014. All rights reserved. Most stock quote data provided by BATS.