The fund is part of Morningstar’s Mid-Cap Growth category. In recent years, it has delivered returns less than one percentage point ahead of the category average. The fund has returned -3.58 percent over the past year and 11.54 percent over the past three years. The fund launched in 19...
This article provides information on a fidelity mutual fund called Fidelity Mid Cap Growth. It starts with the origin of the mutual fund. An overview of the operational strategy employed by the mutual fund is given. In addition, this article states the financial performance of the fund from ...
While past performance is no guarantee of future results, the Morningstar Return shows how the fund has done in the past in comparison to similar funds in its peer group. It does not, however, show the effects of risk. Therefore, the Morningstar Return is most helpful when used in conjunc...
MORNINGSTAR CATEGORY AVERAGE Mid-Cap Value Close 11.43% 5.23% 9.05% 7.98% -- AFTER TAXES ON DISTRIBUTIONS Close Vanguard Mid-Cap Value Index Fund Admiral Shares 13.40% 4.24% 8.13% 7.89% 11.33% Mid-Cap Value Close 8.90% 3.44% 7.36% 6.22% -- AFTER TAXES ON DISTRIBUTIONS AND SALE OF F...
Get the latest Fidelity Growth Strategies Fund (FDEGX) price, news, buy or sell recommendation, and investing advice from Wall Street professionals.
This means it focuses almost exclusively on the largest stocks in the economy, but it has an eye on mid-cap and growth stocks specifically. Role in Portfolio Morningstar calls this fund a specialty fund because it’s devoted to a single small market rather than a diverse range of ...
Get the latest Fidelity Contra Fund (FCNTX) price, news, buy or sell recommendation, and investing advice from Wall Street professionals.
Mid Cap Mid-Cap Stocks Minimum Minimum Coupon Rate Minimum Increment Minimum Investment Minimum Offering Quantity Minimum Price Minimum Rate Minimum Rating Minimum Yield Miscellaneous Income Misc. Tax Withheld Mixed Lot Model % Moderate Long-Term Asset Allocation Moderate with Income Long-Term Asset Alloc...
Fund typeSICAV Investment style (stocks)Market Cap: Mid Investment Style: Blend Income treatmentAccumulation Morningstar categoryOther Equity IMA sector-- Launch date11 May 2023 Price currencyUSD DomicileLuxembourg ISINLU2536453777 Manager & start date ...
Another 5-star fund for investors to consider is the Fidelity Mid Cap Enhanced Index, which tracks the Russell Mid Cap index. Fidelity Balanced (FBALX) The Fidelity Balanced Fund (FBALX)invests in a mix of stocks, bonds and cash.Balanced fundsare often a good option for investors who eithe...