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Morningstar

Fidelity Stk Selec Lg Cp Val FSLVX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 26.83  /  +0.64 %
  • Total Assets 554.7 Mil
  • Adj. Expense Ratio
    0.880%
  • Expense Ratio 0.880%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 1.16%
  • Turnover 70%

USD | NAV as of May 06, 2024 | 1-Day Return as of May 06, 2024, 10:13 PM GMT+0

Morningstar’s Analysis FSLVX

Will FSLVX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FSLVX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FSLVX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FSLVX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Fidelity Stk Selec Lg Cp Val's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FSLVX

More FSLVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JPMorgan Chase & Co

4.52 26.4 Mil
Financial Services

Exxon Mobil Corp

3.11 18.2 Mil
Energy

Wells Fargo & Co

2.10 12.2 Mil
Financial Services

GE Aerospace

1.97 11.5 Mil
Industrials

Cisco Systems Inc

1.89 11.0 Mil
Technology

Johnson & Johnson

1.87 10.9 Mil
Healthcare

Procter & Gamble Co

1.66 9.7 Mil
Consumer Defensive

Fidelity Cash Central Fund

1.61 9.4 Mil
Cash and Equivalents

The Hartford Financial Services Group Inc

1.56 9.1 Mil
Financial Services

Merck & Co Inc

1.50 8.7 Mil
Healthcare