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Fidelity Value K (FVLKX)

16.76 +0.28 (+1.70%)
As of 8:06 AM EST. Market Open.
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DELL
  • Previous Close 16.48
  • YTD Return 9.87%
  • Expense Ratio 0.76%
  • Category Mid-Cap Value
  • Last Cap Gain 13.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 9.13B
  • Beta (5Y Monthly) 1.13
  • Yield 1.00%
  • 5y Average Return --
  • Holdings Turnover 69.00%
  • Last Dividend 0.16
  • Inception Date Dec 1, 1978

The fund invests primarily in common stocks. It invests in securities of companies that possess valuable fixed assets or that Fidelity Management & Research Company LLC (FMR) believes are undervalued in the marketplace in relation to factors such as assets, earnings, or growth potential (stocks of these companies are often called "value" stocks). The adviser focuses investments in medium-sized companies, but also may invest substantially in larger or smaller companies. It invests in domestic and foreign issuers.

Fidelity Investments

Fund Family

Mid-Cap Value

Fund Category

9.13B

Net Assets

1978-12-01

Inception Date

Performance Overview: FVLKX

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Trailing returns as of 11/21/2024. Category is Mid-Cap Value.

YTD Return

FVLKX
9.87%
Category
21.28%
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1-Year Return

FVLKX
31.11%
Category
55.83%
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3-Year Return

FVLKX
7.32%
Category
11.08%
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5-Year Return

FVLKX
13.95%
Category
11.93%
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Holdings: FVLKX

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Top 9 Holdings (8.18% of Total Assets)

SymbolCompany% Assets
PCG
PG&E Corporation 1.15%
VST
Vistra Corp. 1.07%
VTR
Ventas, Inc. 0.96%
AES
The AES Corporation 0.86%
LITE
Lumentum Holdings Inc. 0.85%
GPN
Global Payments Inc. 0.84%
SW
Smurfit Westrock Plc 0.83%
BLDR
Builders FirstSource, Inc. 0.82%
GIL.TO
Gildan Activewear Inc. 0.80%

Sector Weightings

Recent News: FVLKX

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Research Reports: FVLKX

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