The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FSOAX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the FSOAX 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 FSOAX’s parent organization’s priorities and whether they’re in line with investors’ interests.
This strategy has what it takes.
Eric Schultz
Analyst
Summary
Fidelity Value Strategies’ capable manager and differentiated approach earn Above Average People and Process ratings.