3 / 5 Stars
5 5 3 4 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#19 in Mid-Cap Value
U.S. News evaluated 109 Mid-Cap Value 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 23.69 percent over the past year, 14.41 percent over the past three years, 23.42 percent over the past five years, and 9.23 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.8%|
|3 Years (Annualized)||14.4%|
|5 Years (Annualized)||23.4%|
|10 Years (Annualized)||9.2%|
The investment seeks long-term growth of capital. The fund normally invests at least 80% of assets in securities of companies with medium market capitalizations (which, for purposes of this fund, are those companies with market capitalizations similar to companies in the Russell Midcap® Index or the S&P MidCap 400® Index). It invests in companies with smaller or larger market capitalizations. The fund invests in domestic and foreign issuers.
Fees are High compared to funds in the same category.
Fidelity Mid Cap Value Fund has an expense ratio of 1.12 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.