Fidelity Mid-Cap Stock Fund (FMCSX)
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
US3161284043
316128404
Mar 29, 1994
$0
Mid-Cap
Blend
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Fidelity Mid-Cap Stock Fund, 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 had a return of 14.22% year-to-date (YTD) and 21.17% in the last 12 months. Over the past 10 years, Fidelity Mid-Cap Stock Fund had an annualized return of 3.52%, while the S&P 500 had an annualized return of 11.16%, indicating that Fidelity Mid-Cap Stock Fund did not perform as well as the benchmark.
FMCSX
14.22%
5.39%
8.14%
21.17%
5.87%
3.52%
^GSPC (Benchmark)
24.72%
1.67%
12.93%
30.55%
13.88%
11.16%
Monthly Returns
The table below presents the monthly returns of FMCSX, 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 | -0.54% | 4.96% | 4.14% | -5.43% | 3.38% | -7.34% | 5.58% | 1.93% | 2.08% | -1.10% | 14.22% | ||
| 2023 | 7.02% | -2.67% | -2.79% | 0.34% | -4.89% | 7.88% | 3.90% | -2.35% | -3.82% | -5.32% | 7.53% | 5.40% | 9.18% |
| 2022 | -3.77% | 2.17% | 1.78% | -5.85% | 2.11% | -13.63% | 8.59% | -2.34% | -7.34% | 9.55% | 4.64% | -4.43% | -10.55% |
| 2021 | -0.38% | 8.64% | 6.14% | 4.29% | 2.00% | -8.74% | -0.12% | 2.17% | -2.62% | 4.74% | -3.34% | 2.33% | 14.80% |
| 2020 | -1.06% | -7.88% | -21.59% | 13.26% | 5.63% | -1.21% | 5.47% | 3.55% | -2.15% | 0.59% | 13.26% | 2.14% | 5.02% |
| 2019 | 8.53% | 2.78% | 0.53% | 3.28% | -3.85% | 4.04% | 1.08% | -2.44% | 1.64% | 1.44% | 3.10% | -2.41% | 18.51% |
| 2018 | 3.98% | -4.15% | 0.26% | 0.50% | 2.35% | -3.28% | 2.34% | 2.75% | -0.08% | -7.32% | 1.62% | -18.31% | -19.63% |
| 2017 | 1.62% | 2.79% | 0.30% | 0.97% | 0.68% | -0.90% | 1.97% | -0.40% | 2.99% | 2.04% | 2.05% | -3.44% | 11.01% |
| 2016 | -6.20% | 0.65% | 8.06% | 2.04% | 2.03% | -5.79% | 3.89% | 1.80% | -0.23% | -2.00% | 3.67% | -0.64% | 6.56% |
| 2015 | -1.59% | 5.37% | 0.68% | 0.08% | 0.87% | 0.02% | -0.05% | -4.39% | -4.39% | 5.48% | 0.75% | -8.87% | -6.73% |
| 2014 | -1.27% | 5.67% | -0.32% | -2.02% | 1.66% | 3.86% | -3.65% | 3.95% | -4.00% | 2.59% | 1.36% | 0.43% | 8.03% |
| 2013 | 6.26% | 1.99% | 4.40% | 1.32% | 2.17% | -0.66% | 6.64% | -2.02% | 5.57% | 2.28% | 2.07% | 4.03% | 39.37% |
Expense Ratio
FMCSX features an expense ratio of 0.85%, falling within the medium range.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FMCSX is 37, 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.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Fidelity Mid-Cap Stock Fund (FMCSX) 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 provided a 0.77% dividend yield over the last twelve months, with an annual payout of $0.36 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.36 | $0.37 | $0.27 | $0.48 | $0.42 | $0.35 | $0.29 | $0.22 | $0.27 | $3.23 | $3.95 | $1.30 |
Dividend yield | 0.77% | 0.92% | 0.73% | 1.15% | 1.14% | 0.98% | 0.94% | 0.57% | 0.77% | 9.86% | 10.28% | 3.30% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Mid-Cap Stock Fund. 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 | $0.09 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.09 | |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.26 | $0.37 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.27 | $0.27 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.48 | $0.48 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.38 | $0.42 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.27 | $0.35 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.25 | $0.29 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.19 | $0.22 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.18 | $0.27 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.07 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 | $3.23 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.84 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.11 | $3.95 |
| 2013 | $0.31 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.99 | $1.30 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Fidelity Mid-Cap Stock Fund. 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 was 62.17%, occurring on Nov 20, 2008. Recovery took 613 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -62.17% | Jul 20, 2007 | 339 | Nov 20, 2008 | 613 | Apr 29, 2011 | 952 |
| -47.63% | Mar 13, 2000 | 646 | Oct 9, 2002 | 787 | Nov 22, 2005 | 1433 |
| -44.68% | Jan 29, 2018 | 541 | Mar 23, 2020 | 222 | Feb 8, 2021 | 763 |
| -30.03% | Jul 20, 1998 | 59 | Oct 8, 1998 | 130 | Apr 8, 1999 | 189 |
| -24.93% | May 10, 2021 | 349 | Sep 26, 2022 | 518 | Oct 17, 2024 | 867 |
Volatility
Volatility Chart
The current Fidelity Mid-Cap Stock Fund volatility is 4.62%, 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.