FSMVX : Fidelity® Mid Cap Value Fund

FSMVX is a US Stocks Market Mid-Cap Value with LOW fees.

FSMVX

Fidelity® Mid Cap Value Fund

FI Score

66 /100

Expense Ratio Rating

9 /10

Expense Rating

6 /10

Market Score

7 /10

Category Score

5 /10

Market Size

7 /10

66% FI Score
  • fsmvx
  • Mutual Fund
  • US Stocks
  • Mid-Cap Value

Fidelity® Mid Cap Value Fund

Expenses: 0.45% (Better than 1% of similar funds)

This is an OK choice for a Mid-Cap Value US Stocks fund. See why »

Fund Summary

The investment seeks long-term growth of capital. The fund normally invests at least 80% of its assets in securities of companies with medium market capitalizations (which, for purposes of this fund, are those companies with market capitalizations similar to companies in the Russell Midcap® Index or the S&P MidCap 400® Index). It invests in companies with smaller or larger market capitalizations. The fund invests in domestic and foreign issuers.

Largest Holdings

Amount Holding
4.03% CBRE Group Inc Class A
3.83% Reliance Steel & Aluminum Co
3.79% Best Buy Co Inc
3.30% Laboratory Corp of America Holdings
3.14% Jones Lang LaSalle Inc
3.00% Amdocs Ltd
2.76% Williams-Sonoma Inc
2.74% OGE Energy Corp
2.56% Discover Financial Services
2.56% MDU Resources Group Inc
2.52% NRG Energy Inc
2.45% Synchrony Financial
2.40% Lear Corp
2.37% M&T Bank Corp
2.05% East West Bancorp Inc
2.03% Ingredion Inc
1.99% Apple Hospitality REIT Inc
1.88% Allison Transmission Holdings Inc
1.87% The Interpublic Group of Companies Inc
1.86% JM Smucker Co
1.63% NewMarket Corp
1.57% Jazz Pharmaceuticals PLC
1.52% Old Republic International Corp
1.51% ConocoPhillips
1.48% Chevron Corp

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