Fidelity Mid Cap Value Fund (FSMVX) Research

This fund habitually allocates at least 80% of its investments to companies exhibiting medium market capitalizations. For the purpose of this fund, these are enterprises whose market values correspond to those included in the Russell Midcap® Index or the S&P MidCap 400® Index. The portfolio is not exclusively limited to this range, allowing for holdings in companies with smaller or larger market capitalizations as well. Furthermore, the fund invests in both U.S. and international entities.

Market snapshot

Symbol
FSMVX
Price
$37.30
Day change
+1.39%
Market cap
$4.2B
52-week range
28.48-37.4
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Fidelity Flex International Index Fund (FITFX)
  • Fidelity Mid Cap Growth Index Fund (FMDGX)
  • Fidelity Stock Sector Mid Cap Fund (FSSMX)
  • Janus Henderson Contrarian Fund (JCNCX)
  • Janus Henderson Mid Cap Value Fund (JDPNX)
  • Janus Henderson Mid Cap Value Fund (JDPRX)
  • JPMorgan U.S. Large Cap Core Plus Fund (JLPSX)
  • JPMorgan U.S. Large Cap Core Plus Fund (JLPYX)

Open Fidelity Mid Cap Value Fund (FSMVX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.