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Fidelity Value Strategies K FVSKX

Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 58.45  /  −0.83 %
  • Total Assets 2.2 Bil
  • Adj. Expense Ratio
    0.740%
  • Expense Ratio 0.740%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Large
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment
  • Status Open
  • TTM Yield 0.73%
  • Turnover 59%

USD | NAV as of Jul 19, 2024 | 1-Day Return as of Jul 19, 2024, 10:14 PM GMT+0

Morningstar’s Analysis FVSKX

Will FVSKX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Upgraded.

Analyst Eric Schultz

Eric Schultz

Analyst

Summary

Increased conviction in Fidelity Value Strategies' approach merits upgrading its Process rating to Above Average from Average; the People rating remains Above Average.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FVSKX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 17.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

The Cigna Group

2.12 49.7 Mil
Healthcare

Canadian Natural Resources Ltd

2.07 48.6 Mil
Energy

Centene Corp

1.84 43.1 Mil
Healthcare

Constellation Energy Corp

1.77 41.4 Mil
Utilities

Expro Group Holdings NV

1.67 39.1 Mil
Energy

Apollo Global Management Inc Class A

1.62 38.0 Mil
Financial Services

Welltower Inc

1.58 37.0 Mil
Real Estate

PG&E Corp

1.53 35.9 Mil
Utilities

The AES Corp

1.47 34.6 Mil
Utilities

First Citizens BancShares Inc Class A

1.46 34.1 Mil
Financial Services