Derek Janssen took over Fidelity Small Cap Value after former manager Clint Lawrence left unexpectedly for Capital Group in February 2021. The likelihood of further manager changes warrant Morningstar Analyst Ratings of Neutral across all share classes.
Fidelity Advisor® Small Cap Value C FCVCX
NAV / 1-Day Return
17.11
/
0.35
%
Total Assets
4.9 Bil
Adj. Expense Ratio
2.010%
Expense Ratio
2.010%
Fee Level
Average
Longest Manager Tenure
1.54
years
Category
Small Value
Investment Style
Small ValueMin. Initial Investment
0
Status
Open
TTM Yield
1.75%
Turnover
54%
Morningstar’s Fund Analysis FCVCX
Will FCVCX 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 FCVCX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the FCVCX 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 FCVCX’s parent organization’s priorities and whether they’re in line with investors’ interests.
This strategy is in good hands, for now.
