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FSCLX Fidelity® Mid Cap Index Investor

  • Fund
  • FSCLX
  • Price as of: N/A
  • N/A N/A N/A
  • Category
  • Mid Cap Blend Equities
  • Fund Company
  • N/A

FSCLX - Profile

Vitals

  • YTD Return N/A
  • 3 Yr Annualized Return 8.9%
  • 5 Yr Annualized Return 8.8%
  • Net Assets $6.58 B
  • Holdings in Top 10 4.4%

52 WEEK LOW AND HIGH

N/A
N/A
N/A

Expenses

OPERATING RELATED FEES

  • Expense Ratio 0.18%

SALES FEES

  • Front Load N/A
  • Deferred Load N/A

BROKERAGE FEES

  • Turnover 10.00%

TRADING FEES

  • Max Redemption Fee 0.75%

Min Investment

STANDARD (TAXABLE)

$0

IRA

$2,500

Investment Themes

CATEGORY

Mid Cap Blend Equities
  • Fund Type Open End Mutual Fund
  • Investment Style Mid-Cap Blend

Distributions

  • YTD Total Return N/A
  • 3 Yr Annualized Total Return 8.9%
  • 5 Yr Annualized Total Return 8.8%
  • Capital Gain Distribution Frequency Semi-Annually
  • Net Income Ratio 1.52%
DIVIDENDS
  • Dividend Yield 0.0%
  • Dividend Distribution Frequency Semi-Annually

Fund Details

  • Legal Name Fidelity® Mid Cap Index Fund
  • Fund Family Name N/A
  • Inception Date Sep 08, 2011
  • Shares Outstanding N/A
  • Share Class Inv
  • Currency USD
  • Domiciled Country United States
  • Manager Patrick Waddell

Fund Description

The fund invests normally at least 80% of its assets in securities included in the Russell Midcap® Index. It lends securities to earn income.

FSCLX - Performance

Return Ranking - Trailing

Period FSCLX Return Category Return Low Category Return High Rank in Category (%)
YTD N/A -8.4% 29.1% N/A
1 Yr 2.6% -39.8% 12.5% N/A
3 Yr 8.9%* -13.7% 13.8% N/A
5 Yr 8.8%* -15.0% 9.3% N/A
10 Yr N/A* -3.7% 14.6% N/A

* Annualized


Return Ranking - Calendar

Period FSCLX Return Category Return Low Category Return High Rank in Category (%)
2018 N/A -44.3% 7.9% N/A
2017 N/A -20.7% 25.7% N/A
2016 N/A -15.1% 40.3% N/A
2015 N/A -32.9% 1.5% N/A
2014 N/A -42.4% 14.7% N/A

Total Return Ranking - Trailing

Period FSCLX Return Category Return Low Category Return High Rank in Category (%)
YTD N/A -8.4% 29.1% N/A
1 Yr 2.6% -39.8% 13.8% N/A
3 Yr 8.9%* -9.9% 21.8% N/A
5 Yr 8.8%* -15.0% 12.2% N/A
10 Yr N/A* -3.7% 14.8% N/A

* Annualized


Total Return Ranking - Calendar

Period FSCLX Return Category Return Low Category Return High Rank in Category (%)
2018 N/A -44.3% 7.9% N/A
2017 N/A -8.7% 25.7% N/A
2016 N/A -4.9% 40.3% N/A
2015 N/A -32.9% 2.7% N/A
2014 N/A -42.4% 17.2% N/A

NAV & Total Return History

FSCLX - Holdings

Concentration Analysis

FSCLX Category Low Category High FSCLX % Rank
Net Assets 6.58 B 1.77 M 105 B N/A
Number of Holdings 792 5 3272 N/A
Net Assets in Top 10 316 M 1.59 M 7.31 B N/A
Weighting of Top 10 4.42% 4.9% 99.1% N/A

Top 10 Holdings

  1. Ross Stores Inc 0.48%

  2. Edwards Lifesciences Corp 0.48%

  3. Fidelity National Information Services Inc 0.47%

  4. ServiceNow Inc 0.45%

  5. Autodesk Inc 0.44%

  6. Analog Devices Inc 0.44%

  7. Fiserv Inc 0.43%

  8. Williams Companies Inc 0.43%

  9. Sempra Energy 0.40%

  10. Align Technology Inc 0.40%


Asset Allocation

Weighting Return Low Return High FSCLX % Rank
Stocks
99.66% 24.06% 103.09% N/A
Cash
0.34% -3.09% 27.56% N/A
Preferred Stocks
0.00% 0.00% 9.10% N/A
Other
0.00% -8.66% 1.32% N/A
Convertible Bonds
0.00% 0.00% 0.38% N/A
Bonds
0.00% 0.00% 48.38% N/A

Stock Sector Breakdown

Weighting Return Low Return High FSCLX % Rank
Technology
17.06% 0.99% 35.89% N/A
Industrials
15.44% 0.00% 49.96% N/A
Consumer Cyclical
14.31% 0.00% 35.24% N/A
Financial Services
12.90% 0.00% 53.58% N/A
Healthcare
9.68% 0.00% 45.49% N/A
Real Estate
8.42% -0.49% 12.91% N/A
Utilities
5.80% -0.50% 25.59% N/A
Energy
5.44% -0.82% 18.35% N/A
Consumer Defense
4.95% -1.17% 15.66% N/A
Basic Materials
4.35% -0.25% 21.74% N/A
Communication Services
0.96% 0.00% 25.65% N/A

Stock Geographic Breakdown

Weighting Return Low Return High FSCLX % Rank
US
98.88% 14.99% 100.30% N/A
Non US
0.78% 0.00% 52.62% N/A

FSCLX - Expenses

Operational Fees

FSCLX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Expense Ratio 0.18% 0.03% 6.27% N/A
Management Fee 0.03% 0.00% 2.00% N/A
12b-1 Fee N/A 0.00% 1.00% N/A
Administrative Fee N/A 0.01% 0.35% N/A

Sales Fees

FSCLX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Front Load N/A 0.00% 5.75% N/A
Deferred Load N/A 1.00% 5.00% N/A

Trading Fees

FSCLX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Max Redemption Fee 0.75% 0.50% 2.00% N/A

Turnover Related Fees

Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.

FSCLX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Turnover 10.00% 1.00% 196.54% N/A

FSCLX - Distributions

Dividend Yield Analysis

FSCLX Category Low Category High FSCLX % Rank
Dividend Yield 0.00% 0.00% 0.05% N/A

Dividend Distribution Analysis

FSCLX Category Low Category High Category Mode
Dividend Distribution Frequency Semi-Annually Annually Quarterly Annually

Dividend Payout History


Net Income Ratio Analysis

FSCLX Category Low Category High FSCLX % Rank
Net Income Ratio 1.52% -4.72% 2.61% N/A

Capital Gain Distribution Analysis

FSCLX Category Low Category High Capital Mode
Capital Gain Distribution Frequency Semi-Annually Annually Annually Annually

FSCLX - Managers

Patrick Waddell

Manager

Start Date

Tenure

Tenure Rank

Sep 08, 2011

7.15

7.2%

Waddell has worked as an assistant portfolio manager, portfolio manager, and senior portfolio manager with Geode since 2004. In addition to his portfolio management responsibilities, Waddell is responsible for quantitative research and new product development. Prior to joining Geode, he was employed by Fidelity in 1997 and served as a Senior Portfolio Assistant from 2002 to 2004.


Peter Matthew

Manager

Start Date

Tenure

Tenure Rank

Aug 31, 2012

6.17

6.2%

Since joining Geode in 2007, Mr. Matthew has worked as a senior operations associate, portfolio manager assistant, and assistant portfolio manager. Prior to joining Geode, Mr. Matthew was employed by eSecLending from 2005 to 2007 and by State Street Corporation from 2001 to 2005.


Robert Regan

Manager

Start Date

Tenure

Tenure Rank

Dec 31, 2016

1.83

1.8%

Since joining Geode in 2016, Mr. Regan has worked as a portfolio manager. Prior to joining Geode, Mr. Regan was senior implementation portfolio manager at State Street Global Advisors from 2008 to 2016.


Deane Gyllenhaal

Manager

Start Date

Tenure

Tenure Rank

Sep 30, 2014

4.09

4.1%

Since joining Geode in 2014, Mr. Gyllenhaal has worked as a senior portfolio manager. Prior to joining Geode, Mr. Gyllenhaal was a senior portfolio manager at Hartford Investment Management from 2006 to 2014.


Tenure Analysis

Category Low

0.0

Category High

40.35

Category Average

7.28

Category Mode

7.34