Increased conviction in Fidelity Value Strategy’s manager merits upgrading the Morningstar Analyst Rating on the strategy’s cheapest share classes to Bronze from Neutral, while pricier ones remain Neutral.
- NAV / 1-Day Return 52.31 / 0.95 %
- Total Assets 1.7 Bil
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Adj. Expense Ratio
- Expense Ratio 0.750%
- Distribution Fee Level Average
- Share Class Type Retirement, Large
- Category Mid-Cap Value
- Investment Style Mid Blend
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.87%
- Turnover 53%
Morningstar’s Analysis FVSKX
Will FVSKX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.