Fidelity Mid Cap Index Fund (FSMDX) ( seeks to provide investment results that correspond to the total return of stocks of mid-capitalization United States companies. The fund invests normally at least 80% of its assets in securities included in the Russell Midcap® Index. It lends securities to earn income.

The Fidelity Mid Cap Index Fund (FSMDX) aims to provide results that match the total return of mid-cap companies in the United States. It typically invests 80% of assets in stocks included in the Russell Midcap Index.

Fund Overview

  • Net Assets 21.95 Billions
  • YTD Return 14.04%
  • Yield 1.19%

There is a 0.025% expense ratio and no minimum investment requirement as of June 29, 2020. As of the end of April 30, 2021, the fund held $21.95 billion in assets. Its five-year average annual return was 15.57%, nearly matching its benchmark of 15.58% as of April 30, 2021.

Sector Weightings (%)

  • Basic Materials 4.45%
  • Consumer Cyclical 13.01%
  • Financial Services 11.60%
  • Real Estate 7.73%
  • Consumer Defensive 4.26%
  • Healthcare 12.04%
  • Utilities 4.72%
  • Communication Services 5.39%
  • Energy 3.03%
  • Industrials 14.73%
  • Technology 19.06%

Top 10 Holdings (4.44% of Total Assets)

NameSymbol% Assets
KLA CorpKLAC0.50%
Twitter IncTWTR0.49%
Twilio Inc ATWLO0.48%
Ford Motor CoF0.47%
Freeport-McMoRan IncFCX0.47%
Johnson Controls International PLCJCI0.42%
Align Technology IncALGN0.41%
HP IncHPQ0.40%
IDEXX Laboratories IncIDXX0.40%
Parker Hannifin CorpPH0.40%

In conclusion, FSMDX is one of the best US mid cap index fund.

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