Fidelity Mid Cap Fund Manager Performance Evaluation
| FSMVX Fund | USD 30.77 -0.71 -2.26% |
The fund retains a Market Volatility (i.e., Beta) of 1.12, which conveys a somewhat significant risk relative to the market. With a beta near 1, FIDELITY MID is expected to mirror market movements with minimal deviation in either direction.
Risk-Adjusted Performance
Weak
Weak | Strong |
During the last 90 trading days, Fidelity Mid Cap produced negative risk-adjusted performance, which signals weak return efficiency for fund investors. Used correctly, this score supports evaluation of raw price movement versus actual return efficiency. Despite somewhat strong basic indicators, FIDELITY MID is not utilizing all of its potential. The current price disturbance may contribute to short-term losses for investors. Learn More
| Expense Ratio Date | 1st of April 2025 | |
| Expense Ratio | 0.8300 |
FIDELITY |
Relative Risk vs. Return Landscape
If you had invested $ 3,082 in Fidelity Mid Cap on December 21, 2025 and sold it today you would have lost $ 5.00 from holding Fidelity Mid Cap or given up 0.16% of portfolio value over 90 days. Fidelity Mid Cap is currently producing a 0.0029% return and carries 1.0582% volatility of returns over 90 trading days. Put another way, 9% 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 |
Historical Prices of Fidelity Mid Cap
Below is the normalized historical share price chart for Fidelity Mid Cap extending back to November 15, 2001. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of FIDELITY MID stands at 30.77, as last reported on the 21st of March, with the highest price reaching 30.77 and the lowest price hitting 30.77 during the day.Macro event markers
Target Price Odds to finish over Current Price
Investors have observed that FIDELITY Mutual Fund price consistently gravitates toward a long-term mean, a foundational concept in fund forecasting. However, the speed of convergence varies - some funds remain mispriced longer than expected, reflecting underlying risk premiums.
| Current Price | Horizon | Target Price | Odds moving above the current price in 90 days |
| 30.77 | 90 days | 30.77 | about 90.63 |
Using a probability distribution approach, the odds of FIDELITY MID moving above the current price in 90 days from now are about 90.63 (This Fidelity Mid Cap density function shows the distribution of likely prices for FIDELITY Mutual Fund over a 90-day period).
FIDELITY MID Price Density |
| Price |
Predictive Modules for FIDELITY MID
Predicting future values of Fidelity Mid Cap and the fund market as a whole involves navigating significant uncertainty. By applying different forecasting techniques and comparing their outputs, investors can develop a more informed view of potential outcomes, even though unexpected events may always affect results.Valuation-driven investors use mean reversion to time FIDELITY MID's investments: buying when it trades materially below its historical average valuation multiples and selling when it reaches premium territory.
Primary Risk Indicators
Volatility in the mutual fund market over the past 10-20 years has created both winners and losers. FIDELITY MID has seen its share of dramatic price moves during this period. A risk management approach that monitors FIDELITY MID's volatility, elasticity, and fundamental indicators can help investors in Fidelity Mid Cap protect against downside risk.α | Alpha over Dow Jones | 0.11 | |
β | Beta against Dow Jones | 1.12 | |
σ | Overall volatility | 1.13 | |
Ir | Information ratio | 0.1 |
Investor Alerts and Insights
Systematic monitoring of FIDELITY MID through automated alerts supports staying informed about meaningful fund changes. Fidelity Mid Cap notifications focus on material developments in technical patterns and fundamental conditions.| The fund retains 99.8% of its assets under management (AUM) in equities |
FIDELITY MID Fundamentals Growth
FIDELITY Mutual Fund valuation hinges on FIDELITY MID's fundamental financial indicators. Revenue growth, profitability trends, cash flow generation, and balance sheet stability are the primary inputs that drive investor confidence in FIDELITY Mutual Fund.
| Price To Earning | 15.58 X | |||
| Price To Book | 1.87 X | |||
| Price To Sales | 1.47 X | |||
| Total Asset | 1.45 B | |||
Performance Metrics & Calculation Methodology
FIDELITY MID performance is typically evaluated through NAV-based returns relative to category peers and stated objectives. Relative positioning strengthens peer context in multi-asset comparisons.
For Fidelity Mid Cap, this section uses fund disclosures and market reference feeds with Macroaxis normalization rules applied to keep cross-asset comparisons consistent. Intraday timing differences may exist. Return and risk statistics are calculated from historical price series.