Fidelity Value Fund (FDVLX) Research

This fund's primary objective is to achieve capital growth over time. It predominantly allocates its assets to common stocks, employing a value investment approach. The strategy involves identifying companies with significant tangible assets or those that Fidelity Management & Research Company LLC (FMR) considers undervalued in the marketplace based on metrics such as assets, earnings, or future growth potential. While the portfolio generally emphasizes mid-sized enterprises, it also maintains the flexibility to invest substantially in both larger and smaller companies. Its holdings encompass both domestic and international issuers.

Market snapshot

Symbol
FDVLX
Price
$16.51
Day change
+1.29%
Market cap
$9.7B
52-week range
13.23-16.59
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Fidelity Small Cap Growth Fund (FCPGX)
  • Fidelity Dividend Growth Fund (FDGFX)
  • Fidelity Mid-Cap Stock Fund (FMCSX)
  • Fidelity Advisor Technology Fund (FTHCX)
  • T. Rowe Price Small-Cap Stock Fund (OTCFX)
  • TIAA-CREF Large Cap Value Fund (TRLCX)

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