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Fidelity Mid Cap Index 12/31/25
FUND INFORMATION PEER GROUP ANALYSIS - Mid-Cap Blend RISK VS. RETURN (5 YEARS*)
Fund Fidelity Investments 26.0 16.0
Family:
Fund Inception: 09/08/2011
Portfolio Team Managed 20.0 12.0
Manager:
Total 45,794 Million 8.0
Assets: 14.0
Turnover 15.00 %
Return 8.0 Return (%) 4.0
Firm and Management:
Fidelity was founded in 1946 by 0.0
Edward Johnson II and headquartered 2.0
in Boston, MA. Fidelity has investment
funds that span from domestic markets -4.0
to the international stage and manages -4.0
nearly $13 trillion in assets under
administration. This fund has five -8.0
portfolio managers led by Louis Bottari 6.0 9.0 12.0 15.0 18.0 21.0 24.0
and Peter Matthew. -10.0 Risk (Standard Deviation %)
Last Year 1 3 5 7 10
Investment Strategy: Quarter To Date Year Years Years Years Years Return Standard
The Fund tracks the Russell Mid Cap ¢ £ Fidelity Mid Cap Index 0.16 (68) 10.57 (30) 10.57 (30) 14.34 (24) 8.67 (49) 12.75 (25) 11.01 (18) Deviation
Index. The Russell Mid Cap Index Russell Midcap Index 0.16 (68) 10.60 (30) 10.60 (30) 14.36 (24) 8.67 (48) 12.75 (24) 11.01 (17) ¢ £ Fidelity Mid Cap Index 8.67 16.89
measures the performance of the 800 Russell Midcap Index 8.67 16.90
smallest companies in the Russell 1000 Median 1.27 8.00 8.00 12.37 8.62 11.83 10.16 ¾ Median 8.62 16.89
Index, representing approximately 26%
of that Index. This fund has five
portfolio managers led by Louis Bottari
and Peter Matthew. CALENDAR YEAR RETURNS AND PERCENTILE RANKINGS
2024 2023 2022 2021 2020 2019 2018
Innovest Assessment: Fidelity Mid Cap Index 15.35 (30) 17.21 (32) -17.28 (71) 22.56 (68) 17.11 (22) 30.51 (26) -9.05 (28)
As an index fund, this fund is expected Russell Midcap Index 15.34 (30) 17.23 (32) -17.32 (72) 22.58 (67) 17.10 (22) 30.54 (25) -9.06 (28)
to closely track its benchmark with
minimal tracking error. Mid-Cap Blend Median 13.62 16.07 -14.62 24.42 12.57 27.21 -11.24
ROLLING 3 YEAR RETURN AND PERCENTILE RANKINGS
3 3 3 3 3 3 3
Years Years Years Years Years Years Years
Ending Ending Ending Ending Ending Ending Ending
Dec-2025 Dec-2024 Dec-2023 Dec-2022 Dec-2021 Dec-2020 Dec-2019
Fidelity Mid Cap Index 14.34 (24) 3.80 (52) 5.92 (68) 5.89 (55) 23.27 (24) 11.60 (21) 12.03 (20)
Russell Midcap Index 14.36 (24) 3.79 (52) 5.92 (68) 5.88 (56) 23.29 (23) 11.61 (21) 12.06 (20)
Mid-Cap Blend Median 12.37 3.86 7.23 6.16 21.19 8.29 9.67
*If less than 5 years, data is since inception of fund share class.
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