Fidelity Value Discovery’s portfolio manager has the temperament, experience, and analytical resources to successfully steer this strategy. That earns the strategy, which includes clone Fidelity Advisor Equity Value, a Morningstar Analyst Rating of Bronze for its cheapest share classes and Neutral for pricier ones.
Will FVDKX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FVDKX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the FVDKX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of FVDKX’s parent organization’s priorities and whether they’re in line with investors’ interests.