Fidelity Mid Cap Fund Manager Performance Evaluation
| FSMDX Fund | USD 38.36 0.27 0.71% |
The fund owns a Beta (Systematic Risk) of 0.95, which conveys possible diversification benefits within a given portfolio. Fidelity Mid returns are very sensitive to returns on the market. As the market goes up or down, Fidelity Mid is expected to follow.
Risk-Adjusted Performance
Contained
Weak | Strong |
Compared with the broader market, risk-adjusted returns on Fidelity Mid Cap rank lower than 6% of all funds and fund portfolios over the last 90 days. This score becomes more useful when investors compare it with downside risk, Sharpe Ratio, and current trend stability. Despite somewhat strong fundamental indicators, Fidelity Mid is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 28th of June 2025 | |
| Expense Ratio | 0.0250 |
Fidelity |
Fidelity Mid Relative Risk vs. Return Landscape
If you would invest 3,691 in Fidelity Mid Cap on December 9, 2025 and sell it today you would earn a total of 145.00 from holding Fidelity Mid Cap or generate 3.93% return on investment over 90 days. Fidelity Mid Cap is currently producing 0.0669% returns and takes up 0.8638% volatility of returns over 90 trading days. Put another way, 7% of traded mutual funds are less volatile than Fidelity, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Fidelity Mid Current Valuation
Overvalued
Today
Please note that Fidelity Mid's price fluctuation is Very Low at this time. At this time, Fidelity Mid appears to be overvalued. Fidelity Mid Cap has a latest Real Value of $35.08 per share. The latest price of the fund is $38.36. We determine the value of Fidelity Mid Cap from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend taking in undervalued mutual funds and trading overvalued mutual funds since, in the future, mutual fund prices and their ongoing real values will draw towards each other.
Since Fidelity Mid is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Fidelity Mutual Fund. However, Fidelity Mid's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 38.36 | Real 35.08 | Hype 38.09 | Naive 37.6 |
The intrinsic value of Fidelity Mid's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as.
Understanding the potential upside and downside for Fidelity Mid Cap is essential before adding it to a portfolio. The fair value of Fidelity mutual fund is influenced by both quantitative metrics and market sentiment.Fidelity Mid Target Price Odds to finish over Current Price
The tendency of Fidelity Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 38.36 | 90 days | 38.36 | about 42.45 |
Based on a normal probability distribution, the odds of Fidelity Mid to move above the current price in 90 days from now is about 42.45 (This Fidelity Mid Cap probability density function shows the probability of Fidelity Mutual Fund to fall within a particular range of prices over 90 days) .
Fidelity Mid Price Density |
| Price |
Predictive Modules for Fidelity Mid
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Fidelity Mid Cap. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.The concept of mean reversion suggests that Fidelity Mid's price will eventually return toward its long-run average. High prices may deter value investors, while unusually low prices often attract buyers who anticipate a recovery.
Fidelity Mid Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Fidelity Mid is not an exception. The market had few large corrections towards the Fidelity Mid's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Fidelity Mid Cap, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Fidelity Mid within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.04 | |
β | Beta against Dow Jones | 0.95 | |
σ | Overall volatility | 0.84 | |
Ir | Information ratio | 0.04 |
Fidelity Mid Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Fidelity Mid for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Fidelity Mid Cap can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund retains 99.76% of its assets under management (AUM) in equities |
Fidelity Mid Fundamentals Growth
Fidelity Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Fidelity Mid, and Fidelity Mid fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Fidelity Mutual Fund performance.
| Price To Earning | 19.81 X | |||
| Price To Book | 2.25 X | |||
| Price To Sales | 1.46 X | |||
| Total Asset | 48.89 B | |||
Fidelity Mid Performance and Risk-Adjusted Returns
Fidelity Mid performance is typically evaluated through NAV-based returns relative to category peers and stated objectives. Relative performance helps interpret behavior versus benchmarks or category peers. Fidelity Mid is assessed relative to its contribution to long-term portfolio efficiency and allocation discipline.
Methodology
Unless otherwise specified, data for Fidelity Mid Cap is derived from fund disclosures (prospectus language, holdings reports, and periodic statements where available). Asset-level metrics are computed daily by Macroaxis LLC and refreshed regularly based on instrument type. Fidelity (USA Stocks:FSMDX) market data and reported NAV may reflect delayed updates. Data may be delayed depending on reporting sources and market conventions Return metrics, performance scores, and risk-adjusted figures shown here are computed from historical price series.
Assumptions
This report references public fund disclosures, holdings reports, and market data feeds and institutional disclosures, including U.S. Securities and Exchange Commission (SEC) via EDGAR. Certain datasets may update with delay depending on source availability. All analytics are generated using standardized, rules-based models designed to promote consistency and comparability across instruments. Model assumptions, reference parameters, and selected computational inputs are available in the Model Inputs section. If you have questions about our data sources or methodology, please contact Macroaxis Support.Research Sources
Fidelity Mid Cap may have reference inputs that incorporate holdings disclosures, category classification, and NAV-derived statistics where available. Updates may occur throughout the day.
Things to note about Fidelity Mid Cap performance evaluation
Automated alerts tied to Fidelity Mid Cap help investors surface material conditions that may support or challenge the current thesis before they become expensive mistakes. In practice, the value comes from seeing which signals are new, which are persistent, and which are strong enough to justify action.
| The fund retains 99.76% of its assets under management (AUM) in equities |
- Analyzing Fidelity Mid's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Fidelity Mid's stock is overvalued or undervalued compared to its peers.
- Examining Fidelity Mid's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Fidelity Mid's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fidelity Mid's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Fidelity Mid's mutual fund. These opinions can provide insight into Fidelity Mid's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Resources for Fidelity Mutual Fund Analysis
Other Information on Investing in Fidelity Mutual Fund
Fidelity Mid financial ratios help frame valuation context across profits, cash flow, and enterprise value. They help compare Fidelity across valuation measures.
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