Fund Research and Analysis

by Robby Greengold
Fidelity Magellan is guided by a veteran skipper and supported by a solid crew, but its appetite for pricey fare casts doubt on its ability to outperform over a full market cycle. The fund receives a Morningstar Analyst Rating of Neutral.Manager Jeff   Read more 

Process Pillar:Neutral

Like many Fidelity managers, Jeff Feingold hunts for firms with accelerating earnings. But beyond using the bottom-up research conducted by the firm’s army of analysts, he also considers the quantitative   Read more 

Performance Pillar:Neutral

The fund’s unremarkable risk-adjusted performance under manager Jeff Feingold explains its Neutral Performance rating. Since Feingold took the reins in September 2011 through July 2018, the fund gained   Read more 

People Pillar:Positive

Manager Jeff Feingold, who’s helmed the fund since September 2011, is a Fidelity veteran. He began his career at the firm as an analyst in 1997 and later managed a variety of industry-focused funds.He served as head of Fidelity's financials team while   Read more 

Price Pillar:Positive

This fund's expense ratio can fluctuate because of a performance-fee adjustment, which is based on the fund's three-year return versus the S&P 500 (for every percentage point of out- or underperformance,  Read more 

Kinnel: Do Large-Growth Outflows Matter? 
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