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...
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 FU...
For portfolio and account analysis, Individual stocks with a market capitalization of less than $1 billion in market value are classified as small cap. Mutual funds with a median market capitalization of at least $1 billion, as defined by Morningstar, are classified as small cap. Back Small...
The funds will use the Russell 1000 Value as a benchmark to compare performance. Hogan is a nine-year Fidelity veteran who most recently managed the U.S. stock portion of the Fidelity Worldwide fund. Personal Finance TheStreet Daily Newsletter ...
For portfolio and account analysis, mutual funds with a median market capitalization of at least $5 billion, as defined by Morningstar, are classified as large cap. Individual stocks with amarket capitalizationof at least $5 billion in market value are classified as large cap. ...
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...
For portfolio and account analysis, mutual funds with a median market capitalization of at least $5 billion, as defined by Morningstar, are classified as large cap. Individual stocks with amarket capitalizationof at least $5 billion in market value are classified as large cap. ...
For portfolio and account analysis, Individual stocks with a market capitalization of less than $1 billion in market value are classified as small cap. Mutual funds with a median market capitalization of at least $1 billion, as defined by Morningstar, are classified as small cap. Back Small...
Morningstar: Overall Star Ratings, Returns, Expenses For in-depth screening, there are 32 additional screening criteria including those mutual funds that can be purchased with no transaction fees. Options Screener LiveVol powers Fidelity’s option screener. Like Fidelity’s other screeners, users can...