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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

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 -9.4% 23.9% N/A
1 Yr 2.6% -40.2% 16.6% N/A
3 Yr 8.9%* -14.3% 11.9% N/A
5 Yr 8.8%* -16.2% 8.5% N/A
10 Yr N/A* -4.4% 13.8% 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 -9.4% 23.9% N/A
1 Yr 2.6% -40.3% 17.6% N/A
3 Yr 8.9%* -12.1% 20.4% N/A
5 Yr 8.8%* -16.2% 11.5% N/A
10 Yr N/A* -4.4% 14.9% 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 3267 N/A
Net Assets in Top 10 316 M 1.59 M 7.5 B N/A
Weighting of Top 10 4.42% 5.1% 98.8% 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% 24.97% 103.09% N/A
Cash
0.34% -3.09% 40.74% N/A
Preferred Stocks
0.00% 0.00% 9.10% N/A
Other
0.00% -8.66% 3.09% N/A
Convertible Bonds
0.00% 0.00% 0.36% N/A
Bonds
0.00% 0.00% 34.31% N/A

Stock Sector Breakdown

Weighting Return Low Return High FSCLX % Rank
Technology
17.06% 0.11% 35.89% N/A
Industrials
15.44% 0.00% 46.61% N/A
Consumer Cyclical
14.31% 0.00% 35.24% N/A
Financial Services
12.90% 0.00% 52.69% 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% 28.42% N/A
Energy
5.44% -0.82% 14.35% N/A
Consumer Defense
4.95% -1.17% 15.66% N/A
Basic Materials
4.35% -0.25% 18.13% N/A
Communication Services
0.96% -0.05% 25.65% N/A

Stock Geographic Breakdown

Weighting Return Low Return High FSCLX % Rank
US
98.88% 14.28% 100.30% N/A
Non US
0.78% 0.00% 50.86% 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

Tenure Analysis

Category Low

0.17

Category High

20.18

Category Average

7.71

Category Mode

2.48