Investment objective & strategy
As of Jan. 25, 2022 · prospectusObjective. The fund seeks long-term growth of capital.
Strategy. Normally investing primarily in common stocks. Normally investing at least 80% of assets in securities of companies with medium market capitalizations (which, for purposes of this fund, are those companies with market capitalizations similar to companies in the Russell Midcap Index or the S&P MidCap 400 Index). Investing in companies that Fidelity Management & Research Company LLC (FMR) believes offer the potential for accelerated earnings or revenue growth (stocks of these companies are often called "growth" stocks). Potentially investing in companies with smaller or larger market capitalizations. Investing in domestic and foreign issuers. Using fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments. Normally investing primarily in common stocks. Normally investing at least 80% of assets in securities of companies with medium market capitalizations (which, for purposes of this fund, are those companies with market capitalizations similar to companies in the Russell Midcap Index or the S&P MidCap 400 Index). Investing in companies that Fidelity Management & Research Company LLC (FMR) believes offer the potential for accelerated earnings or revenue growth (stocks of these companies are often called "growth" stocks). Potentially investing in companies with smaller or larger market capitalizations. Investing in domestic and foreign issuers. Using fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments.
Top holdings
As of May 31, 2022 · N-PORT| Security | Ticker | Value | % of fund |
|---|---|---|---|
| CADENCE DESIGN SYSTEMS INC | — | $33.36K | 3.21% |
| FORTINET INC | — | $30.88K | 2.97% |
| METTLER-TOLEDO INTL INC | — | $27.01K | 2.60% |
| SYNOPSYS INC | — | $25.86K | 2.49% |
| RESMED INC | — | $25.84K | 2.49% |
| MSCI INC | — | $24.33K | 2.34% |
| ENTEGRIS INC | — | $24.30K | 2.34% |
| EPAM SYSTEMS INC | — | $22.34K | 2.15% |
| ON SEMICONDUCTOR CORP | — | $21.42K | 2.06% |
| WEST PHARMACEUTICAL SVCS INC | — | $21.11K | 2.03% |
Portfolio moves
Feb 28, 2022 → May 31, 2022How many positions this fund opened, exited, grew, trimmed, or left unchanged between its two most recent N-PORT snapshots — net changes between point-in-time reports, not a trade log.
Similar funds
Funds whose portfolios most overlap this one, by weight| Fund | Overlap | Net exp. |
|---|---|---|
| TRIBUTARY GROWTH OPPORTUNITIES FUND | 22% | — |
| NT Heritage Fund | 22% | 0.00% |
| Lord Abbett Mid Cap Innovation Growth Fund | 21% | — |
Footnotes
- Net assets and holdings count as of May 31, 2022, from the fund's N-PORT filing.
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