Mutual Funds - Profile

Fidelity Mid Cap Enhanced Index Fund

US > Mid-Cap > Core

Rank

Universe Rank

Summary

The fund seeks capital appreciation by investing in mid-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and looks for ways to enhance returns employing fundamental techniques to select companies with improving fundamentals and that are also trading at reasonable valuations.

The research team with the help of quantitative analysis highlights stocks that demonstrate the potential to provide a higher total return than that of the benchmark.

The team narrows the investable universe on the basis of historical valuation, growth, and profitability.

The portfolio is so More

Price

  • Last Close
  • $20.06
    -0.05
  • 52 Week HL
  • $20.94 - $14.26
  • Net Assets
  • $1955.31 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Jun 30, 2021

Top 10 Holdings
Jun 30, 2021

Company Holding
SYNOPSYS INC
SIMON PPTY
PIONEER NATURAL
GENERAC HOLDINGS
ZEBRA TECHNOLOGIES
Company Holding
FORTINET INC
CHIPOTLE MEXICAN
AMERIPRISE FINANCIAL
AGILENT TECHNOLOGIES
EPAM SYSTEMS
Total 0%

Manager

  • Name
  • Maximilian Kaufmann
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Annual Reports
  • 2020

Performance
17.7 % YTD

  • 3 Year
  • 46.91%
  • 5 Year
  • 80.49%
  • Best
  • 39.88%
    2013
  • Worst
  • -39.5%
    2008

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
FMEIX 16%15%28%-11%17%12%-4%11%33%15%-3%
S&P 500 16%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 9.7% -27.3% 15.3% -1% 4.6% 2% 4.4% 2.9% 14.1% 12.4% -
Q2 7.1% 22.5% 1.4% 3.4% 1.6% 0.4% -1.6% 4.1% 3% -5.8% -
Q3 3.9% 6.6% -0.9% 3.6% 3.5% 4.8% -7.8% -0.8% 8.1% 5.2% -
Q4 - 16% 3.6% -14.9% 7% 5.8% 2.9% 6.3% 10.4% 2.9% -

Returns +
M

J F M A M J J A S O N D
2021 0.6% 5.8% 3.1% 4.5% 1.4% 1% 0.5% 2.7% 0.8% -3.5% - -
2020 -1.8% -8.6% -19% 14.4% 6.1% 1% 6.8% 3.6% -2.4% -0.3% 14.2% 1.8%

Annual Return

Index Comparison

Alpha

NAV