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Fidelity Magellan: (MF: FMAGX)
(NASDAQ Mutual Funds) As of Sep 21, 2018 08:15 PM ET
$11.31 USD
+0.07 (0.62%)
Zacks MF Rank 1-Strong Buy 1
This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:
| Zacks Rank | Definition |
|---|---|
| 1 | Strong Buy |
| 2 | Buy |
| 3 | Hold |
| 4 | Sell |
| 5 | Strong Sell |
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Latest Performance as of Aug 31, 2018
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 12.76 | 31 |
| 3 months | 7.30 | 40 |
| 6 months | 8.39 | 39 |
| 1 Year | 23.42 | 25 |
| 3 Year | 16.09 | 21 |
| 5 Year | 15.47 | 15 |
| 10 Year | 9.09 | 61 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 102.56 |
| Bear Market (10/07 - 2/09) | -58.26 |
| Bull Market (2/09 - 6/18) | 367.23 |
Load Adjusted Returns as of Aug 31, 2018
| 1 Year | 14.29 |
| 5 Year | 13.81 |
| 10 Year | 7.37 |
| Since Inception | 15.84 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2018 | 1.19 | 4.23 | NA | NA |
| 2017 | 6.41 | 4.25 | 6.68 | 6.89 |
| 2016 | -2.13 | 0.70 | 4.61 | 2.07 |
| 2015 | 2.83 | 1.12 | -7.60 | 8.30 |
| 2014 | 2.03 | 4.57 | 1.62 | 5.20 |
| 2013 | 9.11 | 2.85 | 9.05 | 10.54 |
Annual Return
| 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 12.76 | 26.51 | 5.24 | 4.05 | 14.07 | 35.29 | 17.98 | -11.55 | 12.40 | 41.13 | -49.39 |
| % Total Return Rel to Index | 2.82 | 4.71 | -6.69 | 2.66 | 0.43 | 2.91 | 1.99 | -13.65 | -2.65 | 14.71 | -12.39 |
| % Total Return Rel to Peer | 3.32 | 5.83 | -2.57 | 5.65 | 5.87 | 4.59 | 3.71 | -8.52 | -4.39 | 9.30 | -10.27 |
| % Perf Quintile vs Peer* | 2.00 | 2.00 | 4.00 | 1.00 | 1.00 | 2.00 | 1.00 | 5.00 | 4.00 | 2.00 | 5.00 |
| % Dividends | 0.01 | 0.08 | 0.05 | 0.05 | 0.07 | 0.06 | 0.10 | 0.04 | 0.05 | 0.03 | 0.01 |
| % Yield | 0.62 | 0.68 | 0.55 | 0.53 | 0.64 | 0.65 | 1.29 | 0.61 | 0.71 | 0.52 | 0.22 |
| Capital Gains ($) | 0.49 | 0.92 | 0.21 | 0.64 | 1.14 | 0.58 | 0.00 | 0.00 | 0.01 | 0.00 | 0.28 |
| Expense Ratio | 0.69 | 0.67 | 0.83 | 0.68 | 0.50 | 0.47 | 0.47 | 0.60 | 0.75 | 0.71 | 0.73 |
* 1 = Top 20%, 5 = Bottom 20%