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Fidelity Magellan Fund: (MF: FMAGX)

(MF) As of Apr 25, 2017 06:05 PM ET

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$98.81 USD

+1.05 (1.07%)

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 Mar 31, 2017

Total Return %* Percentile Rank Objective
YTD 6.41 43
3 months 6.41 43
6 months 8.62 55
1 Year 14.44 63
3 Year 9.22 21
5 Year 12.77 19
10 Year 5.78 64

* 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 24.77
% Yield 0.51
% SEC Yield NA
Net Assets (Mil $) 3/31/2017 13,469.43
%Turnover 3/31/2017 78.00

Risk

3 Year 5 Year 10 Year
Beta 1.06 1.06 1.17
Alpha -1.56 -1.11 -2.13
R Squared 0.94 0.93 0.91
Std. Dev. 11.38 11.18 18.85
Sharpe 0.85 1.19 3.00

Sector / Country Weightings

As of 3/31/2017 % of Portfolio
Finance 27.50
Technology 25.07
Industrial Cyclical 11.57
Energy 6.56
Health 6.33
Non-Durable 5.61
Retail Trade 4.65
Other 4.19
Consumer Durables 3.96
Services 3.74
Utilities 0.82

Portfolio Holdings

Top Equity Holdings
(As of 12/31/2016)
% of Portfolio Value (Mil$)
APPLE INC 5.21 769.91
BANK OF AMERICA CORP 3.57 528.64
ALPHABET INC 3.19 471.66
JPMORGAN CHASE & CO 2.71 400.94
CITIGROUP INC 2.19 323.32
BERKSHIRE HATHAWAY INC CL 2.13 314.79
AMAZON.COM INC 2.06 304.30
GOLDMAN SACHS GROUP INC 2.05 303.69
FACEBOOK INC 1.91 282.43

Stock Holding % of Net Assets

As Of 12/31/2016
Total Issues 127
Avg. P/E 27.40
Avg. P/Book 3.46
Avg. EPS Growth 10.58
Avg. Market Value (Mil $) 129,998

Allocation

% of Portfolio
Large Growth 46.53
Large Value 39.13
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 8.06