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Fidelity® Value Discovery K6 FDVKX

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%

Morningstar’s Analysis FDVKX

Will FDVKX outperform in future?

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

Effective.

Summary

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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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