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Morningstar

Fidelity® Value Discovery K6 FDVKX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 12.19  /  0.33 %
  • Total Assets 185.4 Mil
  • Adj. Expense Ratio
    0.450%
  • Expense Ratio 0.450%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.31%
  • Turnover 37%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis FDVKX

Will FDVKX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FDVKX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the FDVKX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of FDVKX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Effective.

Strategist

Summary

| by Robby Greengold

The strength of Fidelity Value Discovery’s investment approach earns an upgrade of its cheapest share classes to Silver from Bronze. Costlier share classes earn upgrades to Bronze from Neutral, and its most expensive remains Neutral. The strategy includes near-clone Fidelity Advisor Equity Value.

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