Fidelity U.S. Low Volatility Equity Fund (FULVX) Research

This fund primarily directs its investments into U.S.-based company stocks, typically committing at least 80% of its total assets to such securities. Its investment adviser employs a dual-faceted approach, integrating rigorous fundamental stock picking with systematic quantitative techniques aimed at diminishing the portfolio's overall risk. The core objective is to generate superior returns compared to the Russell 3000® Index over the span of a complete market cycle (generally five to eight years), while concurrently experiencing reduced price volatility. The portfolio's composition is flexible, allowing for investments in either growth-oriented companies, value-oriented companies, or a combination of both.

Market snapshot

Symbol
FULVX
Price
$11.03
Day change
-0.18%
Market cap
$34.8M
52-week range
11.03-12.17
Sector
Financial Services
Industry
Asset Management

Peer companies

  • ProFunds UltraSector Oil & Gas Fund (ENPSX)
  • Fidelity Climate Action Fund (FCAEX)
  • abrdn Global Income Fund, Inc. (FCO)
  • Monongahela All Cap Value Fund (MCMVX)
  • PIMCO Climate Bond Fund (PCEIX)
  • Rydex Consumer Products Fund (RYCPX)
  • Rydex Dow 2x Strategy Fund (RYCYX)
  • NAA Opportunity Fund Class A (SAOAX)

Open Fidelity U.S. Low Volatility Equity Fund (FULVX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.