Fidelity Value Strategies Fund (FSLSX) Research

The fund's main objective is to achieve long-term growth in investor capital. Its portfolio primarily consists of common stocks. The investment strategy involves identifying and purchasing securities of companies that the advisor believes are trading below their intrinsic value, considering metrics like assets, sales, earnings, or future growth prospects—these are typically referred to as "value" stocks. While the fund concentrates its investments in medium-sized companies, it also has the flexibility to allocate significant capital to both larger and smaller enterprises. Its holdings include both U.S. and foreign-domiciled issuers.

Market snapshot

Symbol
FSLSX
Price
$68.05
Day change
+1.23%
Market cap
$2.2B
52-week range
51.62-68.37
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Champlain Small Company Fund (CIPSX)
  • Federated Hermes MDT Large Cap Value Fund (FMSTX)
  • Fidelity Stock Selector Large Cap Value Fund (FSLVX)
  • Harbor Large Cap Value Fund (HILVX)
  • BlackRock Corporate High Yield Fund, Inc. (HYT)
  • Transamerica Capital Growth Fund (ILLLX)
  • Royce Premier Fund (RYPRX)
  • Schwab Core Equity Fund (SWANX)

Open Fidelity Value Strategies Fund (FSLSX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.