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Mutual Fund Insights: Fidelity Mid Cap Growth Fund (FSMGX)
In-depth Analysis of Fidelity Mid Cap Growth (FSMGX)
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Last Trade: $9.30 on 11/20/2009, Change: -0.03 (-0.32%)
Fund Manager - Steven Calhoun
Fund Manager Tenure: 0.8 yearsFundmojo Fund Grade: N/A (Score: *manager is new*) (What does this score mean?)
Category Average: 16.23% , -5.36% , 1.68% | Category Average: 1.46% | Category Average: 130.04% |
What we like about Fidelity Mid Cap Growth Fund (FSMGX)
Data for Fidelity Mid Cap Growth Fund (FSMGX) as of October 31, 2009
- Fidelity Mid Cap Growth Fund (FSMGX) has good short-term performance (1-year return 19.27% vs 16.23% Mid-Cap Growth category average)
- Fidelity Mid Cap Growth Fund (FSMGX) ratio of up-years vs down years is greater than 2
- Fidelity Mid Cap Growth Fund (FSMGX) has a lower management fee than its Mid-Cap Growth average: 0.69% vs 1.46%
- Fidelity Mid Cap Growth Fund (FSMGX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses
What we are cautious about Fidelity Mid Cap Growth Fund (FSMGX)
Data for Fidelity Mid Cap Growth Fund (FSMGX) as of October 31, 2009
- Fidelity Mid Cap Growth Fund (FSMGX) management has been with Fidelity Mid Cap Growth Fund for only 0.8 years, it is hard to judge manager's ability based on this fund's operation record
- Fidelity Mid Cap Growth Fund (FSMGX) has a less-than-ideal mid-term performance (3-year return -11.52% vs -5.36% Mid-Cap Growth category average)
- Fidelity Mid Cap Growth Fund (FSMGX) has a less-than-ideal Long-term performance (5-year return -1.93% vs 1.68% Mid-Cap Growth category average)
- Fidelity Mid Cap Growth Fund (FSMGX) has a Morningstar rating of 3 and below
- Fidelity Mid Cap Growth Fund (FSMGX) has an annual stock turnover rate of 220.00% that is higher than the Mid-Cap Growth average of 130.04%. This could mean Fidelity Mid Cap Growth is more nimble, but also signal potential high tax impact and high trading fees
- Fidelity Mid Cap Growth Fund (FSMGX) does not have a good risk adjusted return as its 3-year Alpha of -1.81 is worse than category average of 3.31, and its 3-year Sharpe ratio is -0.44
- Fidelity Mid Cap Growth Fund (FSMGX) is more volatile than its peers as it has a 3-year Standard Deviation of 25.33 that is higher than category average of 23.37
Interested in other top mutual funds in similar Mid-Cap Growth category?
Below are some additional Mid-Cap Growth mutual funds generated out of our database
- BB&T Special Opportunities Equity A (BOPAX) [ Compare BOPAX with FSMGX ]
- Brown Capital Mgmt Mid-Cap Instl (BCMSX) [ Compare BCMSX with FSMGX ]
- Hartford MidCap HLS IA (HIMCX) [ Compare HIMCX with FSMGX ]
- Browse other funds in Mid-Cap Growth Category
Fidelity Mid Cap Growth Fund (FSMGX) Net Asset
Track net asset change of Fidelity Mid Cap Growth fund (FSMGX)
| Date | Net Asset |
| 10/2009 | $194.74M |
| 09/2009 | $211.67M |
| 08/2009 | $198.35M |
Fidelity Mid Cap Growth Fund (FSMGX) Portfolio Allocation
Track portfolio allocation change of Fidelity Mid Cap Growth fund (FSMGX)
| Date | Cash | Stock | Bond | Other |
| 09/2009 | 0.73% | 99.27% | 0% | 0% |
| 08/2009 | 0.77% | 99.23% | 0% | 0% |
| 07/2009 | 0.51% | 99.49% | 0% | 0% |
Most Recent Top 10 Holdings in Fidelity Mid Cap Growth Fund (FSMGX)
Discover what Fidelity Mid Cap Growth Fund (FSMGX) manager is buying
PRECISION CASTPARTS [3.06%] JUNIPER NETWORKS [2.94%] MOSAIC COMPANY (THE) [2.71%] GREENHILL & CO [2.13%] STARWOOD HOTELS&RES [2.02%] WESTERN DIGITAL CP [2.02%] AGILENT TECH INC [1.97%] HECKMANN CORPORATION [1.92%] Starbucks Corporation [1.92%] | MOSAIC COMPANY (THE) [2.95%] PRECISION CASTPARTS [2.67%] MSCI INC [2.33%] GREENHILL & CO [2.19%] ASML Holding N.V. [2.09%] BUNGE LTD [2.04%] T J X COS INC [1.99%] RALCORP HOLDINGS INC [1.99%] Juniper Networks, Inc. [1.98%] | MOSAIC COMPANY (THE) [3%] Juniper Networks, Inc. [2.46%] Starbucks Corporation [2.21%] MSCI INC [2.11%] INTREPID POTASH INC [2.05%] STARWOOD HOTELS&RES [2.03%] PRECISION CASTPARTS [2.01%] ST. JUDE MEDICAL [1.97%] GREENHILL & CO [1.96%] |
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- Fund Mojo Score is 0.75 (A+) and above
- Fund Manager has been with the fund for more than 5 years
- Key performances (1-year, 3-year and 5-year performance) beat its category peers
- 5-year return is positive
- Initial investment requirement is less or equal to $10,000
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| Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data. |
