Nasdaq - Delayed Quote USD

Macquarie Opportunity R (FIZRX)

33.93
-0.44
(-1.28%)
At close: 8:00:46 PM EDT

Investment Information

Min Initial Investment
1,000
Min Initial Investment, IRA
2.5
Min Initial Investment, AIP
2.5
Min Subsequent Investment
250
Min Subsequent Investment, IRA
0.25
Min Subsequent Investment, AIP
0.25

Broker Availability

  • Fidelity Retail FundsNetwork
  • Fidelity Retail FundsNetwork-NTF

Fund Summary

The fund invests primarily in mid-size companies that the Manager believes offer attractive valuation and quality characteristics. The fund invests primarily in U.S. companies but may also invest in foreign companies that are listed in the U.S. It may invest up to 20% of its net assets in real estate investment trusts (REITs). It may continue to hold stocks of mid-size companies that grow into larger companies and may also invest opportunistically in larger companies.

Fund Overview

Category Mid-Cap Value
Fund Family Macquarie
Net Assets 513.89M
YTD Return -1.37%
Yield 0.34%
Morningstar Rating
Inception Date Aug 24, 1992

Performance & Risk

YTD Return 0.12%
5y Average Return 0.00%
Rank in Category (ytd) 51
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.06
Morningstar Risk Rating

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