4 / 5 Stars
5 5 4 5 2
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#5 in Mid-Cap Blend
U.S. News evaluated 138 Mid-Cap Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 30.97 percent over the past year, 15.54 percent over the past three years, and 26.83 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||2.4%|
|3 Years (Annualized)||15.5%|
|5 Years (Annualized)||26.8%|
|10 Years (Annualized)||N/A|
The investment seeks capital appreciation. The fund normally invests at least 80% of assets in common stocks included in the Russell Midcap® Index, which is a market capitalization-weighted index of companies with medium market capitalizations. It generally uses computer-aided, quantitative analysis of historical valuation, growth, profitability, and other factors to select a broadly diversified group of stocks that may have the potential to provide a higher total return than that of the Russell Midcap® Index. The fund invests in domestic and foreign issuers.
Fees are Low compared to funds in the same category.
Fidelity® Mid Cap Enhanced Index Fund has an expense ratio of 0.60 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.