Fidelity Mid-Cap Stock Fund Q1 2025 Commentary

2025-05-06 09:30:00 ET

Summary

• Fidelity® Mid-Cap Stock Fund focuses on U.S. companies valued at $1 billion to $10 billion, leveraging bottom-up, fundamental analysis to identify investment opportunities.
• The fund's Retail Class shares returned -5.80% for the quarter, outperforming the S&P MidCap 400® Index, which returned -6.10%.
• Key contributors to performance included Imperial Oil and BJs Wholesale Club, while Ciena and Wix.com were notable detractors.
• The fund is positioned with overweights in industrials, energy, and communication services, and underweights in financials, reflecting a focus on fundamentally strong mid-cap companies.

FUND INFORMATION

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