Fidelity Mid-Cap Stock Fund Class K (FKMCX)
The fund normally invests at least 80% of assets in common stocks 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 potentially invests in companies with smaller or larger market capitalizations. The fund invests in domestic and foreign issuers. It invests in either "growth" stocks or "value" stocks or both.
Fund Info
ISIN | US3159127907 |
---|---|
Issuer | Fidelity |
Inception Date | May 9, 2008 |
Category | Mid Cap Blend Equities |
Min. Investment | $0 |
Asset Class | Equity |
Asset Class Size | Mid-Cap |
Asset Class Style | Blend |
Expense Ratio
FKMCX has a high expense ratio of 0.76%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: FKMCX vs. FSMDX, FKMCX vs. FXAIX, FKMCX vs. VO
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Fidelity Mid-Cap Stock Fund Class K, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Fidelity Mid-Cap Stock Fund Class K had a return of 7.22% year-to-date (YTD) and 20.46% in the last 12 months. Over the past 10 years, Fidelity Mid-Cap Stock Fund Class K had an annualized return of 9.71%, while the S&P 500 had an annualized return of 10.90%, indicating that Fidelity Mid-Cap Stock Fund Class K did not perform as well as the benchmark.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 7.22% | 11.05% |
1 month | 4.82% | 4.86% |
6 months | 16.95% | 17.50% |
1 year | 20.46% | 27.37% |
5 years (annualized) | 12.12% | 13.14% |
10 years (annualized) | 9.71% | 10.90% |
Monthly Returns
The table below presents the monthly returns of FKMCX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | -0.52% | 4.96% | 4.16% | -5.44% | 7.22% | ||||||||
2023 | 7.01% | -2.64% | -2.79% | 0.32% | -4.86% | 7.90% | 3.90% | -2.35% | -3.82% | -5.31% | 7.55% | 7.19% | 11.11% |
2022 | -3.77% | 2.19% | 1.78% | -5.85% | 2.14% | -9.68% | 8.61% | -2.34% | -7.36% | 9.57% | 4.63% | -4.32% | -6.30% |
2021 | -0.38% | 8.64% | 6.16% | 4.28% | 2.02% | -1.73% | -0.12% | 2.20% | -2.60% | 4.73% | -3.34% | 6.45% | 28.72% |
2020 | -1.06% | -7.88% | -21.58% | 13.29% | 5.62% | 1.53% | 5.50% | 3.55% | -2.12% | 0.59% | 13.24% | 5.49% | 11.56% |
2019 | 8.53% | 2.78% | 0.56% | 3.28% | -3.85% | 5.60% | 1.08% | -2.44% | 1.64% | 1.44% | 3.13% | 1.77% | 25.50% |
2018 | 3.98% | -4.13% | 0.24% | 0.52% | 2.34% | 0.76% | 2.34% | 2.78% | -0.10% | -7.29% | 1.62% | -8.81% | -6.49% |
2017 | 1.62% | 2.81% | 0.30% | 0.96% | 0.71% | 1.42% | 1.97% | -0.38% | 2.99% | 2.07% | 2.05% | 0.90% | 18.84% |
2016 | -6.17% | 0.62% | 8.09% | 2.04% | 2.05% | -0.82% | 3.92% | 1.80% | -0.20% | -2.03% | 3.67% | 1.75% | 14.98% |
2015 | -1.56% | 5.37% | 0.68% | 0.07% | 0.90% | 0.05% | -0.03% | -4.41% | -4.36% | 5.50% | 0.75% | -8.87% | -6.60% |
2014 | -1.27% | 5.67% | -0.29% | -2.00% | 1.64% | 3.38% | -3.65% | 3.98% | -3.98% | 2.58% | 1.39% | 0.05% | 7.24% |
2013 | 6.30% | 1.99% | 4.40% | 1.32% | 2.20% | -0.66% | 6.67% | -2.02% | 5.57% | 2.30% | 2.09% | 3.76% | 39.22% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FKMCX is 57, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
FKMCX (Fidelity Mid-Cap Stock Fund Class K)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Fidelity Mid-Cap Stock Fund Class K (FKMCX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Fidelity Mid-Cap Stock Fund Class K granted a 2.51% dividend yield in the last twelve months. The annual payout for that period amounted to $1.09 per share.
Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend | $1.09 | $1.09 | $2.06 | $5.43 | $2.53 | $2.41 | $5.71 | $2.80 | $2.90 | $3.28 | $3.88 | $1.25 |
Dividend yield | 2.51% | 2.69% | 5.49% | 12.87% | 6.82% | 6.73% | 18.71% | 7.33% | 8.36% | 10.02% | 10.12% | 3.17% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Mid-Cap Stock Fund Class K. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.97 | $1.09 |
2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.73 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.33 | $2.06 |
2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.28 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.16 | $5.43 |
2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.93 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.61 | $2.53 |
2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.60 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.81 | $2.41 |
2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.63 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.08 | $5.71 |
2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.90 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.90 | $2.80 |
2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.86 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.03 | $2.90 |
2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.09 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.19 | $3.28 |
2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.84 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.05 | $3.88 |
2013 | $0.31 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.94 | $1.25 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the Fidelity Mid-Cap Stock Fund Class K. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Fidelity Mid-Cap Stock Fund Class K was 59.55%, occurring on Nov 20, 2008. Recovery took 539 trading sessions.
The current Fidelity Mid-Cap Stock Fund Class K drawdown is 1.41%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-59.55% | Jun 6, 2008 | 117 | Nov 20, 2008 | 539 | Jan 12, 2011 | 656 |
-40.56% | Feb 21, 2020 | 22 | Mar 23, 2020 | 162 | Nov 10, 2020 | 184 |
-24.22% | Jun 24, 2015 | 161 | Feb 11, 2016 | 209 | Dec 8, 2016 | 370 |
-22.36% | May 2, 2011 | 108 | Oct 3, 2011 | 103 | Mar 1, 2012 | 211 |
-18.53% | Sep 17, 2018 | 69 | Dec 24, 2018 | 122 | Jun 20, 2019 | 191 |
Volatility
Volatility Chart
The current Fidelity Mid-Cap Stock Fund Class K volatility is 3.01%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.