Fidelity Value Discovery Fund Quote
| FVDFX Fund | USD 39.26 0.03 0.08% |
Performance9 of 100
| Odds Of DistressLess than 19
|
Fidelity Value is trading at 39.26 as of the 2nd of December 2024; that is 0.08 percent increase since the beginning of the trading day. The fund's open price was 39.23. Fidelity Value has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Fidelity Value Discovery are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of September 2024 and ending today, the 2nd of December 2024. Click here to learn more.
The fund normally invests primarily in common stocks. It invests in securities of companies that Fidelity Management Research Company 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. More on Fidelity Value Discovery
Moving together with FIDELITY Mutual Fund
| 0.88 | FPURX | Fidelity Puritan | PairCorr |
| 0.88 | FPUKX | Fidelity Puritan | PairCorr |
| 0.79 | FQIPX | Fidelity Freedom Index | PairCorr |
Moving against FIDELITY Mutual Fund
FIDELITY Mutual Fund Highlights
| Fund Concentration | Fidelity Investments Funds, Large Value Funds, Large Value, Fidelity Investments (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 29th of September 2022 |
| Fiscal Year End | July |
Fidelity Value Discovery [FVDFX] is traded in USA and was established 2nd of December 2024. Fidelity Value is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Large Value category and is part of Fidelity Investments family. This fund currently has accumulated 2.85 B in assets under management (AUM) with no minimum investment requirementsFidelity Value Discovery is currently producing year-to-date (YTD) return of 16.26% with the current yeild of 0.02%, while the total return for the last 3 years was 7.27%.
Check Fidelity Value Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on FIDELITY Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding FIDELITY Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Fidelity Value Discovery Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Fidelity Value Discovery Mutual Fund Constituents
| USB | US Bancorp | Stock | Financials | |
| SO | Southern Company | Stock | Utilities | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| XOM | Exxon Mobil Corp | Stock | Energy | |
| CSCO | Cisco Systems | Stock | Information Technology | |
| XEL | Xcel Energy | Stock | Utilities | |
| VZ | Verizon Communications | Stock | Communication Services | |
| AMGN | Amgen Inc | Stock | Health Care |
Fidelity Value Discovery Risk Profiles
| Mean Deviation | 0.4761 | |||
| Semi Deviation | 0.3656 | |||
| Standard Deviation | 0.6089 | |||
| Variance | 0.3707 |
Fidelity Value Against Markets
Other Information on Investing in FIDELITY Mutual Fund
Fidelity Value financial ratios help investors to determine whether FIDELITY Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in FIDELITY with respect to the benefits of owning Fidelity Value security.
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