FMPTX Mutual Fund

FMPTX Mutual Fund (Fidelity Advisor Mid Cap Value Fund Class M) is managed by Fidelity Investments (US) with $45.1M in net assets. FMPTX expense ratio is 1.38%, holding 182 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2007-02-13.

FMPTX performance shows a YTD return of 25.67%. The 1-year return is 38.42% and the 5-year return is 13.40%. FMPTX dividend yield stands at 6.07%, paid semi-annually.

FMPTX 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 FMPTX holdings, FMPTX sectors, or FMPTX dividends.

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