Fidelity� Magellan� Fund

 (MUTF:FMAGX)   Watch this mutual fund  
Find more results for FMAGX

Performance

Trailing returns

1 day
   
-0.15%  
1 week   +1.18%
   
4 week   +3.07%
   
3 month   +8.00%
   
YTD   +14.40%
   
1 year   +17.66%
   
3 years*   +10.16%
   
5 years*   +15.55%
   
*annualized
Best 3 month return+37.55%  
Worst 3 month return-42.97%  

Morningstar statistics

Morningstar category: Large Growth
  Return Risk Rating
3 years Average Average
5 years Above Average Average
10 years Below Average High
Overall Average Above Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets15.64B 
Front load-  
Deferred load-  
Expense ratio0.68%  
Management fee-  
Fund familyFidelity Investments 

Asset allocation

Cash0.97%  
Stocks99.03%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$2,500  
IRA Initial$2,500  
98.65-0.07(-0.07%)
Jul 20, 8:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks capital appreciation. The fund invests primarily in common stocks. It invests in domestic and foreign issuers. It invests in either "growth" stocks or "value" stocks or both. The fund uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments.
Fund filings (PDF) »
Asset manager:
Jeffrey Feingold (Started: Sep 16, 2011)
Advisor Company:
Fidelity Management & Research Company
Fund family reports on Morningstar »
Fidelity Investments, 483 Bay Street, Boston, MA 02109, USA
1-800-387-8092 (Fax)

Risk

  1 year 3 years 5 years 10 years  
Alpha* 1.53 -0.91 -0.35 -2.45
Beta* 0.94 1.06 1.05 1.18
Mean annual return 1.44 0.78 1.21 0.59
R-squared* 92.68 94.82 92.42 91.39
Standard deviation 5.92 11.22 10.44 18.76
Sharpe ratio 2.81 0.81 1.37 0.35
* Against standard index

Top 10 holdings

Security Net Assets  
Apple Inc (AAPL) 7.85%  
Bank of America Corporation (BAC) 3.13%  
Citigroup Inc (C) 2.90%  
Amgen Inc (AMGN) 2.88%  
Caterpillar Inc (CAT) 2.71%  
Amazon.com Inc (AMZN) 2.57%  
JPMorgan Chase & Co (JPM) 2.57%  
Facebook Inc A (FB) 2.28%  
UnitedHealth Group Inc (UNH) 2.13%  
Berkshire Hathaway Inc B (BRK.B) 2.03%