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Fidelity Magellan Fund: (MF: FMAGX)

(MF) As of Jun 21, 2017 06:05 PM ET

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$95.79 USD

+0.01 (0.01%)

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 May 31, 2017

Total Return %* Percentile Rank Objective
YTD 10.15 37
3 months 3.49 41
6 months 11.35 37
1 Year 15.46 55
3 Year 9.79 21
5 Year 15.53 14
10 Year 5.23 63

* 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 27.40
% Yield 0.57
% SEC Yield NA
Net Assets (Mil $) 5/31/2017 13,731.53
%Turnover 5/31/2017 78.00

Risk

3 Year 5 Year 10 Year
Beta -9.16 4.92 1.64
Alpha 8.00 16.86 7.70
R Squared 0.00 0.00 0.01
Std. Dev. 11.28 10.49 18.86
Sharpe 0.91 1.52 3.00

Sector / Country Weightings

As of 5/31/2017 % of Portfolio
Finance 27.23
Technology 26.01
Industrial Cyclical 13.11
Non-Durable 7.51
Health 6.44
Other 5.48
Energy 4.59
Retail Trade 4.08
Services 3.30
Consumer Durables 1.61
Utilities 0.64

Portfolio Holdings

Top Equity Holdings
(As of 3/31/2017)
% of Portfolio Value (Mil$)
APPLE INC 7.66 1,177.27
BANK OF AMERICA CORP 3.67 562.96
AMGEN INC 3.11 477.98
JPMORGAN CHASE & CO 2.83 433.96
CITIGROUP INC 2.70 414.35
AMAZON.COM INC 2.34 359.76
FACEBOOK INC 2.19 336.32
BERKSHIRE HATHAWAY INC CL 2.10 321.94
UNITEDHEALTH GROUP INC 1.94 298.19

Stock Holding % of Net Assets

As Of 3/31/2017
Total Issues 121
Avg. P/E 30.34
Avg. P/Book 3.52
Avg. EPS Growth 10.66
Avg. Market Value (Mil $) 159,251

Allocation

% of Portfolio
Large Growth 43.75
Large Value 46.55
Small Growth 0.00
Small Value 0.00
Foreign Stock 0.00
Emerging Market 3.20
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 0.00