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Fidelity Mid Cap Growth Index Fund: A Deep Dive into Growth Potential

Introduction

The fidelity mid cap growth index fund is an actively managed fund that invests in mid-sized companies with strong growth potential. The fund's objective is to provide capital appreciation over the long term. The fund invests in a diversified portfolio of mid-cap stocks, primarily in the United States. The fund is managed by Fidelity Management & Research Company, LLC.

Key Features of the Fidelity Mid Cap Growth Index Fund

Symbol: FMGVX
Expense ratio: 0.57%
Minimum investment: $2,500
Average annual return since inception (2008): 12.27%

Investment Strategy

The fidelity mid cap growth index fund invests in a portfolio of mid-cap stocks. Mid-cap stocks are typically those of companies with market capitalizations between $2 billion and $10 billion. The fund's managers use a combination of quantitative and qualitative factors to select stocks for the portfolio.

The quantitative factors that the managers consider include:

Company size
Growth rate
Earnings per share
Price-to-earnings ratio
Price-to-book ratio

The qualitative factors that the managers consider include:

fidelity mid cap growth index fund

Management team
Competitive advantage
Industry trends

Risk Profile

The fidelity mid cap growth index fund has a higher risk profile than some other types of investments, such as bonds. This is because the fund invests in stocks, which are subject to market volatility. The fund's managers attempt to mitigate this risk by diversifying the portfolio across a variety of companies and industries.

Fidelity Mid Cap Growth Index Fund: A Deep Dive into Growth Potential

Performance

The fidelity mid cap growth index fund has outperformed the S&P 500 Index since its inception in 2008. The fund has an average annual return of 12.27%, compared to 9.84% for the S&P 500 Index.

Introduction

Fees

The fidelity mid cap growth index fund has an expense ratio of 0.57%. This means that the fund charges $0.57 for every $100 invested. The expense ratio is used to cover the fund's operating costs, such as management fees and marketing costs.

Who Should Invest in the Fidelity Mid Cap Growth Index Fund?

The fidelity mid cap growth index fund is a good investment for investors who are looking for long-term growth potential. The fund is appropriate for investors who have a tolerance for risk and who are comfortable with the volatility that comes with investing in stocks.

How to Invest in the Fidelity Mid Cap Growth Index Fund

You can invest in the fidelity mid cap growth index fund through a variety of channels, including:

Fidelity Investments
Charles Schwab
TD Ameritrade
Vanguard

Conclusion

The fidelity mid cap growth index fund is a good investment for investors who are looking for long-term growth potential. The fund has a solid track record and is managed by a team of experienced investment professionals.

Tables

Table 1: Fidelity Mid Cap Growth Index Fund Performance

Year	Return
2008	-3.75%
2009	17.21%
2010	20.25%
2011	11.71%
2012	16.91%
2013	32.39%
2014	11.25%
2015	0

Table 2: Fidelity Mid Cap Growth Index Fund Fees

Fee	Description
Expense ratio	0.57%
Management fee	0.45%
Marketing fee	0.12%

Table 3: Fidelity Mid Cap Growth Index Fund Holdings

Symbol:

Sector	Weight
Technology	35.53%
Healthcare	22.92%
Industrials	18.47%
Financials	14.62%
Consumer Discretionary	8.46%

Table 4: Fidelity Mid Cap Growth Index Fund Historical Performance

Year	Return	Rank
2008	-3.75%	101 out of 150
2009	17.21%	19 out of 150
2010	20.25%	10 out of 150
2011	11.71%	87 out of 150
2012	16.91%	22 out of 150
2013	32.39%	1 out of 150
2014	11.25%	115 out of 150
2015	0.00%	150 out of 150

FAQs

1. What is the investment objective of the fidelity mid cap growth index fund?

The investment objective of the fidelity mid cap growth index fund is to provide capital appreciation over the long term.

2. What are the key features of the fidelity mid cap growth index fund?

The key features of the fidelity mid cap growth index fund include its low expense ratio, diversified portfolio, and long-term track record of outperformance.

3. Who should invest in the fidelity mid cap growth index fund?

The fidelity mid cap growth index fund is a good investment for investors who are looking for long-term growth potential and who are comfortable with the volatility that comes with investing in stocks.

4. How can I invest in the fidelity mid cap growth index fund?

You can invest in the fidelity mid cap growth index fund through a variety of channels, including Fidelity Investments, Charles Schwab, TD Ameritrade, and Vanguard.

5. What are the risks associated with investing in the fidelity mid cap growth index fund?

The fidelity mid cap growth index fund is subject to the risks associated with investing in stocks, including market volatility, interest rate risk, and inflation risk.

6. What is the expense ratio of the fidelity mid cap growth index fund?

The expense ratio of the fidelity mid cap growth index fund is 0.57%.

7. What is the management fee of the fidelity mid cap growth index fund?

The management fee of the fidelity mid cap growth index fund is 0.45%.

8. What is the marketing fee of the fidelity mid cap growth index fund?

The marketing fee of the fidelity mid cap growth index fund is 0.12%.