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Fidelity Mid Cap Value Fund: (MF: FSMVX)

(NASDAQ Mutual Funds) As of Mar 24, 2026 05:05 PM ET

$31.69 USD

+0.28 (0.89%)

Zacks MF Rank

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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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 10.92 3
3 months 12.49 2
6 months 17.05 4
1 Year 25.41 6
3 Year 18.20 43
5 Year 14.57 5
10 Year 11.64 69

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 139.76
Bear Market (10/07 - 2/09) -55.58
Bull Market (2/09 - 3/21) 922.41

Load Adjusted Returns as of Feb 28, 2026

1 Year 13.02
5 Year 13.84
10 Year 9.80
Since Inception 9.49

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -4.71 6.58 5.87 5.11
2024 11.12 -5.37 11.70 -1.99
2023 2.00 7.00 -1.49 14.04
2022 -1.48 -14.03 -4.84 10.99
2021 17.38 4.16 0.60 8.93

Annual Return

20262025202420232022202120202019201820172016
% Total Return 10.9213.0215.1122.61-10.5433.990.9623.58-18.8217.0012.39
% Total Return Rel to Index 4.30-5.19-9.91-3.637.655.31-17.43-7.90-14.42-4.790.45
% Total Return Rel to Peer 4.220.30-4.28-0.389.1511.93-18.95-4.83-11.95-3.674.57
% Perf Quintile vs Peer* 1.003.000.003.002.001.005.005.005.004.002.00
% Dividends 0.000.250.290.230.340.390.450.430.460.500.33
% Yield 0.000.710.820.761.231.221.881.762.071.661.26
Capital Gains ($) 0.002.343.040.112.800.000.000.002.361.870.00
Expense Ratio 0.000.840.900.790.570.430.450.520.680.720.85

* 1 = Top 20%, 5 = Bottom 20%