Fidelity Stock Selector Mid Cap Fund Q1 2025 Review

2025-05-06 10:40:00 ET

Summary

• Fidelity Stock Selector Mid Cap Fund is a diversified domestic equity strategy focused on the mid-cap segment of the market.
• For the first quarter of 2025, the fund's Retail Class shares returned -4.46%, outpacing the -6.10% result of the benchmark S&P MidCap 400 Index.
• Market participants' initial excitement over the potential for pro-business measures from the new administration has, for now, given way to concern about the impact of trade policies and tariffs.

Investment Approach

• Fidelity® Stock Selector Mid Cap Fund is a diversified domestic equity strategy focused on the mid-cap segment of the market.
• The fund employs a team of portfolio managers, with each member dedicated to one or more of the major market sectors, plus a group leader who is responsible for general team oversight, cash management and risk monitoring.
• Portfolio sector weightings are kept similar to those of the index in an effort to add value through active stock selection – our core competency – and also to minimize the risks associated with sector or market timing.
• Focused sector expertise, supported by our deep research infrastructure, is combined with disciplined portfolio construction to provide investment-process consistency in seeking to deliver attractive risk-adjusted returns over time.
• Our sector-based structure preserves individual creativity and accountability, core to Fidelity's investment culture.

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