FDVLX : Fidelity® Value Fund

FDVLX is a US Stocks Market Mid-Cap Value with LOW fees.

FDVLX

Fidelity® Value Fund

FI Score

68 /100

Expense Ratio Rating

8 /10

Expense Rating

4 /10

Market Score

8 /10

Category Score

5 /10

Market Size

8 /10

68% FI Score
  • fdvlx
  • Mutual Fund
  • US Stocks
  • Mid-Cap Value

Fidelity® Value Fund

Expenses: 0.58% (Better than 1% of similar funds)

This is an OK choice for a Mid-Cap Value US Stocks fund. See why »

Fund Summary

The investment seeks capital appreciation. The fund invests primarily in common stocks. It invests in securities of companies that possess valuable fixed assets or that Fidelity Management & Research Company (FMR) believes are undervalued in the marketplace in relation to factors such as assets, earnings, or growth potential (stocks of these companies are often called "value" stocks). The fund focuses investments in medium-sized companies, but also may invest substantially in larger or smaller companies. It invests in domestic and foreign issuers.

Largest Holdings

Amount Holding
1.98% Vistra Energy Corp
1.84% Sempra Energy
1.35% Digital Realty Trust Inc
1.33% Entergy Corp
1.29% Centene Corp
1.25% CubeSmart
1.17% Edison International
1.15% Cheniere Energy Inc
1.12% Williams Companies Inc
0.99% The Travelers Companies Inc
0.99% AECOM
0.98% DuPont de Nemours Inc
0.95% Cigna Corp
0.95% Sensata Technologies Holding PLC
0.95% Hess Corp
0.95% Alexandria Real Estate Equities Inc
0.94% The AES Corp
0.93% Olin Corp
0.92% Allison Transmission Holdings Inc
0.89% US Foods Holding Corp
0.85% Ameriprise Financial Inc
0.85% Conagra Brands Inc
0.83% Ryder System Inc
0.83% Tyson Foods Inc Class A
0.82% Equinix Inc

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo