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43.60
+0.37
+0.86%
- Morningstar Rating:
- Total Assets: 6.43B
Fidelity Mid-Cap Stock
43.60
+0.37
+0.86%
- Overview
- Profile
- Historical Data
- Holdings
Fidelity Mid-cap Stock Fund Overview
On this page you'll find an in-depth profile of Fidelity Mid-cap Stock Fund. Learn about the key management, total assets, investment strategy and contact information of FMCSX among other information.
Investment Strategy
The investment seeks long-term growth of capital. The fund normally invests at least 80% of assets in common stocks 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). It potentially invests in companies with smaller or larger market capitalizations. The fund invests in domestic and foreign issuers. It invests in either "growth" stocks or "value" stocks or both.
Contact Information
Address
483 Bay Street
Toronto,ON M5G 2N7
Canada
Toronto,ON M5G 2N7
Canada
Phone
416-307-5200
Fax
1-800-387-8092
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Nicola Stafford | Member | 2017 | Now |
| Biography | Nicola Stafford is a portfolio manager in the Equity division at Fidelity Investments. She has been in the financial industry since 2001. Ms. Stafford earned her bachelor of science degree in mechanical engineering and economics from the Massachusetts Institute of Technology (MIT). | ||
| John D. Roth | Portfolio Manager | 2011 | 2022 |
| Biography | John Roth is a portfolio manager of Fidelity Investments. He joined Fidelity Investments as a research analyst in 1998. Previously, he was an equity trader with Tucker Anthony in Boston from 1992 to 1997. | ||
| R. Shepherd Perkins | CIO (Chief Investment Officer) | 2005 | 2011 |
| Biography | Shep Perkins has been the Chief Investment Officer, Equities at Putnam since 2019. Prior to joining Putnam, Mr. Perkins was at Fidelity Investments, serving as Portfolio Manager; Portfolio Manager of Fidelity OTC Fund from 2003 to 2004; and as an Analyst, covering the health-care, telecommunications, and technology sectors, from 1997 to 2003. Prior to these roles, he was an Equity Research Associate, covering the chemicals sector at Donaldson, Lufkin & Jenrette from 1993 to 1997. He has been in the investment industry since 1993. | ||
| Steven Calhoun | Portfolio Manager | 2005 | 2006 |
| Biography | Calhoun is a portfolio manager with Fidelity Investments. He joined Fidelity's equity research department in 1994 as a research analyst and manager, following a variety of industries. Calhoun served as director of associate research from 1997 to 1999. | ||
| Beso Sikharulidze | Portfolio Manager | 2001 | 2005 |
| Biography | Sikharulidze joined Fidelity Investments in June 1992 as an analyst for the trucking, truck-manufacturing, and shipping industries. He also served as a portfolio manager for the company from 1993 to 1994. He was cofounder and chief operating officer of Science & Engineering Development Center, an engineering-consulting firm in Soviet Georgia from 1988 to 1990. | ||
| David Felman | Vice President, Portfolio Manager | 1999 | 2001 |
| Biography | Felman is vice president and portfolio manager with Fidelity Investments, his employer since 1993. | ||
| Katherine Collins | Head | 1997 | 1999 |
| Biography | Ms. Collins is Head of Sustainable Investing. She is responsible for leading Putnam's investment research, strategy implementation, and thought leadership on environmental, social, and governance (ESG) principles. Ms. Collins collaborates with portfolio managers and analysts on ESG integration, assessing the fundamental relevance of ESG issues at a security level, and the potential for alpha generation and risk mitigation at a portfolio level. | ||
| Jennifer S. Uhrig | Vice President | 1994 | 1997 |
| Biography | Uhrig is a vice president and portfolio manager with Fidelity Investments. She joined the company in 1987 as a research analyst. From 1983 to 1985, she was a research associate for Fred Alger Management, a pension-fund manager in New York. | ||
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