Morningstar

Fidelity Advisor Value Discovery Fund - Class C FVDMX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 43.85  /  +0.27 %
  • Total Assets 4.0B
  • Adj. Expense Ratio
    1.520%
  • Expense Ratio —
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield —
  • Turnover 59%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 4:36 AM GMT+0

Morningstar’s Analysis FVDMX

Will FVDMX outperform in the 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 FVDMX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

More faith in the playbook than the team.

Principal Robby Greengold

Robby Greengold

Principal

Summary

Fidelity Value Discovery’s defensive, valuation-driven approach still has merit. But rather than displaying exceptionalism, the team behind it now looks closer to the industry norm. Its People Pillar is downgraded to Average from Above Average.

by Robby Greengold
Rated on Published on

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Portfolio Holdings FVDMX

More FVDMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc Class A

3.79 147M
Communication Services

Amazon.com Inc

3.57 138M
Consumer Cyclical

Exxon Mobil Corp

3.42 132M
Energy

Micron Technology Inc

3.05 118M
Technology

Cisco Systems Inc

2.79 108M
Technology

Bank of America Corp

2.38 92M
Financial Services

Merck & Co Inc

2.24 87M
Healthcare

Chubb Ltd

1.90 73M
Financial Services

The Travelers Companies Inc

1.87 72M
Financial Services

ConocoPhillips

1.83 71M
Energy

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