Fidelity® Magellan® Fund (FMAGX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks capital appreciation. The fund invests primarily in common stocks. It invests in domestic and foreign issuers. The fund invests in either "growth" stocks or "value" stocks or both. It 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.


1 month+10.20% 3 years+13.96%
3 months+9.63% 5 years+11.32%
1 year+21.24% Since inception+15.66%
Data through --

Peer Comparisonvs. Large growth

Performance 5-yr return+11.32%+7.64%
Expense ratio0.67%1.06%
Risk 5 year sharpe ratio0.650.64
Net assets$17.5B$4.0B
Average market cap$109.7B$191.1B
Average P/E29.327.5
Portfolio turnover106%106%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureSammy Simnegar / 1 Years
Minimal initial investment$0.00
Minimum IRA investment$2,500.00


U.S. stock96.75%
International stock2.01%
Fixed income0.38%
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
MSFT Microsoft6.44%
AAPL Apple5.58%
AMZN Amazon4.56%
FB Facebook2.62%
V Visa2.14%
GOOG Google2.07%
GOOGL Google2.02%
UNH UnitedHealth1.94%
MA MasterCard1.84%
HD Home Depot1.62%