Morningstar® Investment Profile™   Morningstar®
Disclosure
  Format
for Print
Fidelity VIP Mid Cap Initial
Release date as of 2024-11-30. Data on page is subject to change.
Snapshot Ratings & Risk Portfolio Nuts & Bolts
  Fees and Expenses Taken from prospectus dated 2024-04-29  
Maximum Fees
Administrative ---
Management 0.66%
12b-1 ---
Actual Fees
12b-1 ---
Management 0.57%
Expense Ratio 0.59%
(taken from annual report dated 2024-06-30)
Total Annual Operating Expense 0.57%
Waiver Data
Type Date %
--- --- --- ---
  Management
Inception Date: 1998-12-28
Mngr Name Maurice FitzMaurice
Mngr Start Date 2024-08-14
Biography
Since joining Fidelity Investments in 1998, Mr. Fitzmaurice has worked as research analyst and portfolio manager.
Mngr Name Daniel Sherwood
Mngr Start Date 2019-02-22
Biography
Dan Sherwood is a portfolio manager in the Equity division at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals. In this role, Mr. Sherwood manages the Fidelity New Millennium Fund and co-manages Fidelity Mid Cap Stock Fund, Fidelity Advisor Mid Cap II Fund, and VIP Mid Cap Portfolio. Prior to assuming his current responsibilities, Mr. Sherwood was a research analyst responsible for covering a variety of software and IT services companies. Additionally, he was a research analyst on the Real Estate team, where he covered various real estate investment trusts (REITs) and other real estate related companies. Before joining Fidelity in 2008, Mr. Sherwood was a vice president at Merrill Lynch Institutional Equity Trading, and an analyst for Merrill Lynch Institutional Equity Sales. He has been in the financial industry since 1998. Mr. Sherwood earned his bachelor of arts degree from Yale University and his master of business administration degree from The Wharton School of the University of Pennsylvania.
Mngr Name Thomas Allen
Mngr Start Date 2001-06-13
Biography
He most recently worked for Stewart Investors in London. Tom joined the predecessor business of Stewart Investors in 2012. He initially worked in Singapore, before moving to Edinburgh to work on Asia Pacific strategies. From 2015, Tom was part of the Stewart Investors team in London. He co-managed Asia Pacific and Emerging Markets strategies with Ashish Swarup from 2017. He has a degree in History from University College London (UCL).
Investment Advisor(s)
Fidelity Management & Research Company LLC
Web Site
www.institutional.fidelity.com
Issuer
Fidelity Investments
Subadvisor(s)
FMR Investment Management (U.K.) Limited
Fidelity Management & Research (Japan) Limited
Fidelity Management & Research (HK) Ltd
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