Fidelity® Magellan® Fund (FMAGX)

94.19
Net Asset Value
-0.44%
1 Day
+1.81%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
0.70%
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-0.57% 3 years+19.49%
3 months+0.44% 5 years+14.41%
1 year+11.74% Since inception+16.17%
Data through --

Peer Comparisonvs. Large growth

 FMAGXCategory
Performance 5-yr return+14.41%+16.96%
Expense ratio0.70%1.20%
Risk 5 year sharpe ratio1.091.23
Net assets$16.6B$2.7B
Average market cap$55.4B$76.4B
Average P/E20.921.4
Portfolio turnover71%71%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureJeffrey Feingold / 3 Years
Minimal initial investment$2,500.00
Minimum IRA investment$2,500.00

Holdings

U.S. stock94.84%
International stock4.53%
Cash0.56%
Other0.06%
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 Apple4.47%
JPM JPMorgan Chase2.35%
BAC Bank of America2.09%
BRKB Berkshire Hathaway1.91%
AGN Allergan1.91%
C Citigroup1.89%
FB Facebook1.84%
AMT American Tower1.68%
QCOM Qualcomm1.62%
MDT Medtronic PLC1.58%

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