FMPEX Mutual Fund

FMPEX Mutual Fund (Fidelity Advisor Mid Cap Value Fund Class C) is managed by Fidelity Investments (US) with $17.0M in net assets. FMPEX expense ratio is 1.89%, holding 182 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2007-02-13.

FMPEX performance shows a YTD return of 25.87%. The 1-year return is 32.40% and the 5-year return is 15.24%. FMPEX dividend yield stands at 6.05%, paid semi-annually.

FMPEX top holdings include Pacs Group Inc (2.0%), Western Digital Corp. (1.5%), Tenet Healthcare Corp Common Stock Usd 0.05 (1.4%), Baker Hughes Co (1.1%), Jones Lang Lasalle Inc. (1.1%). 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.