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Fidelity Magellan: (MF: FMAGX)

(NASDAQ Mutual Funds) As of Feb 24, 2018 10:45 PM ET

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$110.34 USD

+1.71 (1.57%)

Zacks MF Rank 2-Buy   2      

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 Jan 31, 2018

Total Return %* Percentile Rank Objective
YTD 7.88 13
3 months 11.53 13
6 months 19.49 8
1 Year 33.28 16
3 Year 15.29 13
5 Year 17.03 10
10 Year 7.81 67

* Annual for three years and beyond.

Zacks Premium Research for FMAGX

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Zacks MF Rank Buy 2
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD 32.68
% Yield 0.64
% SEC Yield NA
Net Assets (Mil $) 1/31/2018 16,096.99
%Turnover 1/31/2018 51.00

Risk

3 Year 5 Year 10 Year
Beta 1.09 1.06 1.18
Alpha -0.55 0.14 -2.99
R Squared 0.94 0.92 0.92
Std. Dev. 11.41 10.58 18.51
Sharpe 1.36 1.64 3.00

Sector / Country Weightings

As of 1/31/2018 % of Portfolio
Technology 30.89
Finance 23.82
Industrial Cyclical 12.90
Non-Durable 9.00
Health 6.22
Retail Trade 4.79
Energy 4.04
Other 3.91
Services 2.91
Consumer Durables 0.91
Utilities 0.61

Portfolio Holdings

Top Equity Holdings
(As of 9/30/2017)
% of Portfolio Value (Mil$)
APPLE INC 6.10 995.88
ALPHABET INC 5.14 839.37
AMGEN INC 3.11 508.07
CATERPILLAR INC 2.84 464.07
JPMORGAN CHASE & CO 2.60 424.98
FACEBOOK INC 2.48 404.55
AMAZON.COM INC 2.40 391.65
UNITEDHEALTH GROUP INC 2.35 383.89
BANK OF AMERICA CORP 2.21 360.64

Stock Holding % of Net Assets

As Of 9/30/2017
Total Issues 128
Avg. P/E 31.20
Avg. P/Book 4.01
Avg. EPS Growth 10.95
Avg. Market Value (Mil $) 195,350

Allocation

% of Portfolio
Large Growth 48.45
Large Value 31.62
Small Growth 0.00
Small Value 0.00
Foreign Stock 0.00
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 14.21