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Mutual Fund Insights: Fidelity Mid Cap Growth Fund (FSMGX)

In-depth Analysis of Fidelity Mid Cap Growth Fund (FSMGX)

Mutual fund chart: Fidelity Mid Cap Growth Fund (FSMGX)

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See Fidelity Mid Cap Growth Fund (FSMGX) performance details as of February 28, 2010

  

    Last Trade: $10.56 on 3/19/2010, Change: -0.12 (-1.12%)
Experiment our closing price forecasting tool for Fidelity Mid Cap Growth Fund (FSMGX) (alpha release)

  

Fund ManagerFund Manager - Steven Calhoun

Fund Manager Tenure: 1.1 years
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)

  

What we like about Fidelity Mid Cap Growth Fund (FSMGX) What we like about Fidelity Mid Cap Growth Fund (FSMGX)

Data for Fidelity Mid Cap Growth Fund (FSMGX) as of February 28, 2010

  • Fidelity Mid Cap Growth Fund (FSMGX) is a new fund and has been performing well against its peers for both three-month and 1-year performance
  • Fidelity Mid Cap Growth Fund (FSMGX) has good short-term performance (1-year return 67.20% vs 58.17 % Mid-Cap Growth category average)
  • Fidelity Mid Cap Growth Fund (FSMGX) has good mid-term performance (3-year return -8.86% vs -4.00 % 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: 0.67% vs 1.47%
  • 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) What we are cautious about Fidelity Mid Cap Growth Fund (FSMGX)

Data for Fidelity Mid Cap Growth Fund (FSMGX) as of February 28, 2010

  • Fidelity Mid Cap Growth Fund (FSMGX) management has been with Fidelity Mid Cap Growth Fund for only 1.1 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 Long-term performance (5-year return -1.65% vs 2.06 % 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 140.76%. 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 -0.54 is worse than category average of 3.16, and its 3-year Sharpe ratio is -0.28
  • Fidelity Mid Cap Growth Fund (FSMGX) is more volatile than its peers as it has a 3-year Standard Deviation of 26.25 that is higher than category average of 23.95
See Fidelity Mid Cap Growth Fund (FSMGX) performance details as of February 28, 2010

  

  

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

  

Fidelity Mid Cap Growth Fund (FSMGX) Net Asset

Track net asset change of Fidelity Mid Cap Growth fund (FSMGX)

DateNet Asset
02/2010$233.57M
01/2010$210.85M
11/2009$206.78M
More historic net asset information on Fidelity Mid Cap Growth Fund (FSMGX)

  

Fidelity Mid Cap Growth Fund (FSMGX) Portfolio Allocation

Track portfolio allocation change of Fidelity Mid Cap Growth fund (FSMGX)

DateCashStockBondOther
01/20100.86%99.15%0%0%
10/20090.03%99.97%0%0%
09/20090.73%99.27%0%0%
Click here to see more historic asset allocation information on Fidelity Mid Cap Growth Fund (FSMGX)

  

Most Recent Top 10 Holdings in Fidelity Mid Cap Growth Fund (FSMGX)

Discover what Fidelity Mid Cap Growth Fund (FSMGX) manager is buying

31-Jan-10
ArthroCare Corporation [4.81%]
Mosaic Company (The) Common Sto [3.04%]
Heckmann Corporation Common Sto [2.07%]
Edwards Lifesciences Corporatio [2.04%]
Agilent Technologies, Inc. Comm [2.02%]
Cyberonics, Inc. [1.98%]
Precision Castparts Corporation [1.96%]
Juniper Networks, Inc. Common S [1.88%]
Abercrombie & Fitch Company Com [1.7%]
TJX Companies, Inc. (The) Commo [1.59%]

31-Oct-09
ArthroCare Corporation [5.96%]
MOSAIC COMPANY (THE) [2.95%]
Urban Outfitters, Inc. [2.19%]
T J X COS INC [2.06%]
JUNIPER NETWORKS [2.05%]
C S X CP [2.03%]
Cyberonics, Inc. [2.03%]
PRECISION CASTPARTS [2.01%]
HECKMANN CORPORATION [1.92%]
Starbucks Corporation [1.9%]

30-Sep-09
ArthroCare Corporation [6.91%]
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%]
Click here for Stock Holding Change Map in Fidelity Mid Cap Growth Fund (FSMGX)

  

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Latest News on Fidelity Mid Cap Growth (FSMGX)

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