Nasdaq - Delayed Quote USD

Fidelity Value Discovery (FVDFX)

38.63 +0.46 (+1.21%)
As of 8:06 AM EST. Market Open.
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DELL
  • Previous Close 38.17
  • YTD Return 10.51%
  • Expense Ratio 0.62%
  • Category Large Value
  • Last Cap Gain 25.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 3.22B
  • Beta (5Y Monthly) 0.70
  • Yield 1.68%
  • 5y Average Return --
  • Holdings Turnover 33.00%
  • Last Dividend 0.38
  • Inception Date May 9, 2008

The fund normally invests primarily in common stocks. It invests in securities of companies that Fidelity Management & Research Company (FMR) believes are undervalued in the marketplace in relation to factors such as assets, sales, earnings, growth potential, or cash flow, or in relation to securities of other companies in the same industry. The fund invests in domestic and foreign issuers. It 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.

Fidelity Investments

Fund Family

Large Value

Fund Category

3.22B

Net Assets

2008-05-09

Inception Date

Performance Overview: FVDFX

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Trailing returns as of 11/21/2024. Category is Large Value.

YTD Return

FVDFX
10.51%
Category
4.44%
?

1-Year Return

FVDFX
20.61%
Category
14.37%
?

3-Year Return

FVDFX
5.01%
Category
6.04%
?

5-Year Return

FVDFX
9.96%
Category
9.20%
?

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Holdings: FVDFX

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Top 10 Holdings (28.19% of Total Assets)

SymbolCompany% Assets
XOM
Exxon Mobil Corporation 4.08%
JPM
JPMorgan Chase & Co. 3.30%
CB
Chubb Limited 3.04%
UNH
UnitedHealth Group Incorporated 2.86%
CMCSA
Comcast Corporation 2.68%
TRV
The Travelers Companies, Inc. 2.63%
CI
The Cigna Group 2.53%
BRK-B
Berkshire Hathaway Inc. 2.52%
PCG
PG&E Corporation 2.33%
DIS
The Walt Disney Company 2.24%

Sector Weightings

Recent News: FVDFX

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Research Reports: FVDFX

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