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Morningstar

Fidelity® Value Discovery K6 FDVKX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
10.62  /  1.12 %
Total Assets
132.4 Mil
Adj. Expense Ratio
0.450%
Expense Ratio
0.450%
Fee Level
Low
Longest Manager Tenure
5.36 years
Category
Large Value
Investment Style
Large Value
Min. Initial Investment
0
Status
Open
TTM Yield
1.73%
Turnover
37%

Morningstar’s Fund 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.

Steady hands at the wheel of this mostly mild-mannered strategy.

Strategist

Summary

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Fidelity Value Discovery’s portfolio manager has the temperament, experience, and analytical resources to successfully steer this strategy. That earns the strategy, which includes clone Fidelity Advisor Equity Value, a Morningstar Analyst Rating of Bronze for its cheapest share classes and Neutral for pricier ones.

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