Fidelity® VIP Mid Cap Service 2 |
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Release date as of 2022-05-31. Data on page is subject to change. |
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Overall Morningstar Rating™
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What is this?
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As of 2022-05-31 |
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Out of 372 Mid-Cap Blend Funds
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Total Fund Assets ($ Mil) |
6,811.81 |
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Investment Objective & Strategy |
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The investment seeks long-term growth of capital.
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The fund normally invests primarily in common stocks. It normally invests at least 80% of assets in securities of companies with medium market capitalizations (which, for purposes of this fund, are those companies with market capitalizations similar to companies in the Russell Midcap® Index or the S&P MidCap 400® Index). The fund potentially invests in companies with smaller or larger market capitalizations. It invests in domestic and foreign issuers. |
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Morningstar Category: Mid-Cap Blend |
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The typical mid-cap blend portfolio invests in U.S. stocks of various sizes and styles, giving it a middle-of the-road profile. Most shy away from high-priced growth stocks but aren't so price-conscious that they land in value territory. Stocks in the middle 20% of the capitalization of the U.S. equity market are defined as mid-cap. The blend style is assigned to portfolios where neither growth nor value characteristics predominate.
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Mid Cap Funds: The securities of companies with market capitalizations below $10 billion may be more volatile and less liquid than the securities of larger companies. |
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% of Net Assets |
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U.S. Stocks |
89.4 |
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Non-U.S. Stocks |
8.6 |
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Bonds |
0.0 |
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Cash |
2.0 |
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Other |
0.0 |
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Data through 2022-04-30 |
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Morningstar Equity Sectors |
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% of Stocks |
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Cyclical |
45.13 |
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Basic Materials |
8.78 |
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Consumer Cyclical |
13.00 |
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Financial Services |
14.47 |
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Real Estate |
8.88 |
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Sensitive |
36.75 |
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Communication Services |
1.66 |
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Energy |
5.13 |
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Industrials |
15.58 |
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Technology |
14.38 |
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Defensive |
18.11 |
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Consumer Defensive |
4.21 |
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Healthcare |
9.55 |
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Utilities |
4.35 |
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Data through 2022-04-30 |
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Total Number of Stock Holdings |
189 |
Total Number of Bond Holdings |
0 |
% of Net Assets in Top 10 Holdings |
12.47 |
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Turnover % |
(as of 2021-12-31) |
37.00 |
30 Day SEC Yield % |
--- |
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Sector |
P/E |
% of Net Assets
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Fidelity Revere Str Tr |
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1.86 |
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BJ's Wholesale Club Holdings Inc |
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17.43 |
1.34 |
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Wintrust Financial Corp |
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12.29 |
1.23 |
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Univar Solutions Inc |
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9.14 |
1.20 |
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Deckers Outdoor Corp |
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16.52 |
1.19 |
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Churchill Downs Inc |
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31.05 |
1.19 |
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Jabil Inc |
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11.33 |
1.15 |
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OGE Energy Corp |
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8.59 |
1.13 |
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Builders FirstSource Inc |
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5.81 |
1.10 |
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ITT Inc |
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20.91 |
1.08 |
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Foreign Securities, Loss of Money, Not FDIC Insured, Growth Investing, Value Investing, Issuer, Market/Market Volatility, Equity Securities, Mid-Cap |
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Show Risk Definitions |
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Inception Date: 2000-01-12 |
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Daniel Sherwood (2019-02-22) |
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Daniel Sherwood joined Fidelity Investments in 2008, since then Mr. Sherwood has worked as a research analyst and portfolio manager. |
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Thomas Allen (2001-06-13) |
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Allen is a vice president and portfolio manager with Fidelity Investments. Since joining the firm in 1995, he has worked as a research analyst and portfolio manager. |
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Fidelity Management & Research Company LLC |
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FMR Investment Management (U.K.) Limited |
Fidelity Management & Research (Japan) Limited |
Fidelity Management & Research (HK) Ltd |
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Past performance is no guarantee of future results.
Returns will vary and shares may be worth more or less than their original cost when sold.
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