FMDEFidelity Enhanced Mid Cap Core ETF

Grow my money18y track recordRanked #147 of 2,960 in this goal

Seeks capital appreciation.

By Fidelity Investments · Launched 2007

Annual Cost

0.23%

#1,127 of 5,562 · low cost

Fund Size

$7.0B

#359 of 5,562 · large

Return (1Y)Goal

+22.2%

Track Record

18 years

#565 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$12,188+21.9%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Mid

Strategy

Index enhanced

Index tracked

Russell Midcap Index

What it actually holds

By weight

Concentration

Top 10 holdings = 9.7% of fund✓ well diversified

BANK NEW YORK MELLON CORP

1.2%

HOWMET AEROSPACE INC

1.2%

WESTERN DIGITAL CORP

1.0%

FORD MOTOR CO

0.9%

ELECTRONIC ARTS INC

0.9%

ALLSTATE CORP

0.9%

KINDER MORGAN INC DEL

0.9%

CARDINAL HEALTH INC

0.9%

Fidelity Revere Street Trust

0.9%

AMETEK INC NEW

0.9%

Asset allocation

Stocks

99.4%

Cash

1.8%

By sector

Technology

23.3%

Industrials

19.8%

Financial Services

12.1%

Consumer Cyclical

12.0%

Healthcare

7.6%

Energy

5.7%

Real Estate

5.1%

Utilities

4.6%

Other

9.9%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

14.0%Moderate

Year-on-year price swings

Max drawdown

-21.1%Moderate

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks capital appreciation.
Strategy: Invests primarily in common stocks of the Russell Midcap Index, a market-capitalization-weighted index measuring mid-cap U.S. equities. Uses a research-driven approach to identify long-term stock return drivers, applying a proprietary framework for diversification and risk management.
Inception date: December 20, 2007
Fund family: Fidelity Investments