FMPEX Mutual Fund

FMPEX Mutual Fund (Fidelity Advisor Mid Cap Value Fund Class C) is managed by Fidelity Investments (US) with $16.9M in net assets. FMPEX expense ratio is 1.89%, holding 182 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2007-02-13.

FMPEX performance shows a YTD return of 25.30%. The 1-year return is 37.70% and the 5-year return is 12.83%. FMPEX dividend yield stands at 6.08%, paid semi-annually.

FMPEX top holdings include Fidelity Securities Lending Cash Central Fund (3.7%), Western Digital Corp Company Guar 11/28 3 (3.3%), Pacs Group Inc (1.6%), Ciena Corp (1.4%), Sandisk Corp/De (1.4%). Go to all FMPEX holdings, FMPEX sectors, or FMPEX dividends.

FMPEX can be compared against other funds. Use FMPEX overlap to find shared positions, or FMPEX vs another fund for a side-by-side view. FMPEX alternatives are available via the screener, along with tax-loss harvesting opportunities.