FMCSX Performance — Fidelity Mid-Cap Stock Fund
Data updated: 2026-09-23
FMCSX returned +14.89% year to date and +22.50% over one year to Jul 2026. Annualised returns are +14.68% over 3 years and +10.43% over 5 years. The fund beat its US Mid-Cap Blend category average: $100 invested three years ago grew to $151, against $144 for the category, and to $122 over one year, against $119. Volatility over the past three years was 15.27% a year. In the 12 months to Jul 2026 the fund took in a net $324.4M, and assets reached $8.94B.
FMCSX Growth of $100
What $100 invested in Fidelity Mid-Cap Stock Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Mid-Cap Blend category average over the same months.
| Period | FMCSX | Category average |
|---|---|---|
| 1 year (Aug 2025 – Jul 2026) | $122 | $119 |
| 3 years (Aug 2023 – Jul 2026) | $151 | $144 |
| 5 years (Aug 2021 – Jul 2026) | $164 | $145 |
| Since data start (Aug 2019 – Jul 2026) | $231 | $204 |
FMCSX Trailing Returns
Total returns to Jul 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +14.89% |
| 1 year | +22.50% |
| 3 years (annualised) | +14.68% |
| 5 years (annualised) | +10.43% |
FMCSX Annual Returns
Calendar-year total returns of Fidelity Mid-Cap Stock Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jul) | +14.89% |
| 2025 | +11.80% |
| 2024 | +14.56% |
| 2023 | +11.02% |
| 2022 | −6.29% |
| 2021 | +28.65% |
| 2020 | +11.39% |
| 2019 (Aug–Dec) | +5.50% |
FMCSX 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.4% | +6.3% | −4.8% | +8.2% | +2.3% | +4.6% | −5.2% | — | — | — | — | — |
| 2025 | +4.5% | −4.7% | −5.5% | −0.5% | +5.6% | +4.0% | +1.9% | +2.2% | +1.2% | −0.1% | +2.3% | +0.9% |
| 2024 | −0.5% | +5.0% | +4.1% | −5.4% | +3.4% | −2.3% | +5.6% | +1.9% | +2.1% | −1.1% | +8.7% | −6.6% |
| 2023 | +7.0% | −2.7% | −2.8% | +0.3% | −4.9% | +7.9% | +3.9% | −2.4% | −3.8% | −5.3% | +7.5% | +7.2% |
| 2022 | −3.8% | +2.2% | +1.8% | −5.9% | +2.1% | −9.6% | +8.6% | −2.3% | −7.3% | +9.6% | +4.6% | −4.3% |
| 2021 | −0.4% | +8.6% | +6.1% | +4.3% | +2.0% | −1.7% | −0.1% | +2.2% | −2.6% | +4.7% | −3.3% | +6.5% |
| 2020 | −1.1% | −7.9% | −21.6% | +13.3% | +5.6% | +1.4% | +5.5% | +3.5% | −2.1% | +0.6% | +13.3% | +5.5% |
| 2019 | — | — | — | — | — | — | — | −2.4% | +1.6% | +1.4% | +3.1% | +1.7% |
FMCSX Risk
Risk measures from monthly returns over Aug 2023 – Jul 2026.
- 3-year volatility (annualised): 15.27%
- 3-year Sharpe ratio: 0.67 (vs 4.5% risk-free rate)
- Best month: +8.71% (Nov 2024)
- Worst month: −6.62% (Dec 2024)
FMCSX Fund Flows
Monthly money in and out of Fidelity Mid-Cap Stock Fund, from SEC Form N-PORT.
- 12-month net flow: $324.4M
- 12-month gross sales (incl. reinvestments): $1.8B
- Sales ÷ redemptions: 1.23×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $120.6M | $95.7M | $24.9M |
| Jun 2026 | $555.1M | $114.9M | $440.1M |
| May 2026 | $125.8M | $105.5M | $20.3M |
| Apr 2026 | $161.9M | $105.5M | $56.4M |
| Mar 2026 | $202.1M | $103.4M | $98.7M |
| Feb 2026 | $78.4M | $83.8M | −$5.4M |
| Jan 2026 | $104.5M | $125.8M | −$21.3M |
| Dec 2025 | $76.1M | $107.1M | −$31.0M |
| Nov 2025 | $35.2M | $155.6M | −$120.4M |
| Oct 2025 | $51.1M | $209.7M | −$158.6M |
| Sep 2025 | $98.0M | $117.9M | −$19.9M |
| Aug 2025 | $141.6M | $101.2M | $40.4M |
FMCSX Assets Under Management
Net assets of Fidelity Mid-Cap Stock Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $8.94B |
| 2026-04-30 | $8.76B |
| 2026-01-31 | $7.85B |
| 2025-10-31 | $7.55B |
| 2025-07-31 | $7.44B |
| 2025-04-30 | $6.68B |
| 2025-01-31 | $7.73B |
| 2024-10-31 | $7.82B |
| 2024-07-31 | $7.48B |
| 2024-04-30 | $7.24B |
| 2024-01-31 | $7.23B |
| 2023-10-31 | $6.50B |
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.