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Morningstar

Fidelity Value Strategies K FVSKX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 57.42  /  +1.25 %
  • Total Assets 2.4 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 0.69%
  • Turnover 59%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FVSKX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

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.

by Eric Schultz
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FVSKX

More FVSKX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Constellation Energy Corp

2.73 60.8 Mil
Utilities

The Cigna Group

2.25 50.0 Mil
Healthcare

Centene Corp

2.19 48.8 Mil
Healthcare

Canadian Natural Resources Ltd

2.04 45.3 Mil
Energy

Apollo Global Management Inc Class A

1.71 38.0 Mil
Financial Services

Welltower Inc

1.54 34.3 Mil
Real Estate

PG&E Corp

1.51 33.7 Mil
Utilities

First Citizens BancShares Inc Class A

1.49 33.1 Mil
Financial Services

Regal Rexnord Corp

1.46 32.5 Mil
Industrials

CVS Health Corp

1.46 32.5 Mil
Healthcare