C000177597 Performance — Fidelity Flex Mid Cap Growth Fund
Data updated: 2022-07-29
C000177597 returned −10.63% over one year to May 2022. Over one year the fund beat its International Mid-Cap Growth category average: $100 grew to $89, against $83 for the category. Volatility over the past 12 months was 23.82% a year. In the 12 months to May 2022 the fund took in a net $159K, and assets reached $1.04M.
C000177597 Growth of $100
What $100 invested in Fidelity Flex Mid Cap Growth Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the International Mid-Cap Growth category average over the same months.
| Period | C000177597 | Category average |
|---|---|---|
| 1 year (Jun 2021 – May 2022) | $89 | $83 |
| Since data start (Sep 2019 – May 2022) | $152 | $121 |
C000177597 Trailing Returns
Total returns to May 2022, from SEC N-PORT.
| Period | Total return |
|---|---|
| 1 year | −10.63% |
| 3 years (annualised) | +16.47% |
C000177597 Annual Returns
Calendar-year total returns of Fidelity Flex Mid Cap Growth Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2022 (Jan–May) | −25.12% |
| 2021 | +27.50% |
| 2020 | +47.21% |
| 2019 (Sep–Dec) | +8.21% |
C000177597 Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | −14.4% | −1.6% | +0.8% | −11.2% | −0.7% | — | — | — | — | — | — | — |
| 2021 | −0.7% | +3.9% | −0.5% | +5.7% | −1.5% | +6.7% | +5.0% | +4.4% | −5.1% | +8.2% | −2.3% | +1.8% |
| 2020 | +1.7% | −5.3% | −13.2% | +13.2% | +9.3% | +4.2% | +8.7% | +3.8% | +0.9% | +1.2% | +10.5% | +7.3% |
| 2019 | — | — | — | — | — | — | — | — | −1.4% | +2.4% | +5.0% | +2.1% |
C000177597 Risk
Risk measures from monthly returns over Jun 2021 – May 2022.
- 1-year volatility (annualised): 23.82%
- Best month: +8.17% (Oct 2021)
- Worst month: −14.39% (Jan 2022)
C000177597 Fund Flows
Monthly money in and out of Fidelity Flex Mid Cap Growth Fund, from SEC Form N-PORT.
- 12-month net flow: $159K
- 12-month gross sales (incl. reinvestments): $159K
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| May 2022 | $0 | $0 | $0 |
| Apr 2022 | $0 | $0 | $0 |
| Mar 2022 | $0 | $0 | $0 |
| Feb 2022 | $0 | $0 | $0 |
| Jan 2022 | −$0 | $0 | −$0 |
| Dec 2021 | $159K | $0 | $159K |
| Nov 2021 | $0 | $0 | $0 |
| Oct 2021 | $0 | $0 | $0 |
| Sep 2021 | $0 | $0 | $0 |
| Aug 2021 | $0 | $0 | $0 |
| Jul 2021 | $0 | $0 | $0 |
| Jun 2021 | $0 | $0 | $0 |
C000177597 Assets Under Management
Net assets of Fidelity Flex Mid Cap Growth Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2022-05-31 | $1.04M |
| 2022-02-28 | $1.17M |
| 2021-11-30 | $1.36M |
| 2021-08-31 | $1.36M |
| 2021-05-31 | $1.16M |
| 2021-02-28 | $1.12M |
| 2020-11-30 | $1.02M |
| 2020-08-31 | $898.80K |
| 2020-05-31 | $765.70K |
| 2020-02-29 | $712.48K |
| 2019-11-30 | $725.66K |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.