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Fidelity Value Discovery FVDFX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Fidelity Investment Hub

Morningstar’s Analysis FVDFX

Will FVDFX 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 FVDFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FVDFX 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 FVDFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Steady hands at the wheel of this mostly mild-mannered strategy.

Strategist Robby Greengold

Robby Greengold

Strategist

Summary

Fidelity Value Discovery benefits from its risk-conscious investment approach and long-tenured investment team. The strategy includes near-clone Fidelity Advisor Equity Value.

by Robby Greengold
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