Fidelity Value Fund Quote
| FDVLX Fund | USD 16.41 0.04 0.24% |
Performance5 of 100
| Odds Of DistressLess than 21
|
Fidelity Value is trading at 16.41 as of the 22nd of November 2024; that is 0.24 percent decrease since the beginning of the trading day. The fund's open price was 16.45. Fidelity Value has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Fidelity Value Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 23rd of October 2024 and ending today, the 22nd of November 2024. Click here to learn more.
The fund invests primarily in common stocks. It invests in securities of companies that possess valuable fixed assets or that Fidelity Management Research Company LLC believes are undervalued in the marketplace in relation to factors such as assets, earnings, or growth potential . More on Fidelity Value Fund
Moving together with Fidelity Mutual Fund
| 0.92 | FPURX | Fidelity Puritan | PairCorr |
| 0.92 | FPUKX | Fidelity Puritan | PairCorr |
| 0.61 | FQIFX | Fidelity Freedom Index | PairCorr |
| 0.88 | FQIPX | Fidelity Freedom Index | PairCorr |
Moving against Fidelity Mutual Fund
Fidelity Mutual Fund Highlights
| Fund Concentration | Fidelity Investments Funds, Large Funds, Mid-Cap Value Funds, Mid-Cap Value, Fidelity Investments, Large, Mid-Cap Value (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 30th of December 2022 |
| Fiscal Year End | October |
Fidelity Value Fund [FDVLX] is traded in USA and was established 22nd of November 2024. Fidelity Value is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Mid-Cap Value category and is part of Fidelity Investments family. This fund currently has accumulated 7.79 B in assets under management (AUM) with no minimum investment requirementsFidelity Value is currently producing year-to-date (YTD) return of 13.79% with the current yeild of 0.01%, while the total return for the last 3 years was 7.23%.
Check Fidelity Value Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Fidelity Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Fidelity Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Fidelity Value Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Fidelity Value Fund Mutual Fund Constituents
| JAZZ | Jazz Pharmaceuticals PLC | Stock | Health Care | |
| AMT | American Tower Corp | Stock | Real Estate | |
| CNP | CenterPoint Energy | Stock | Utilities | |
| ALSN | Allison Transmission Holdings | Stock | Industrials | |
| EIX | Edison International | Stock | Utilities | |
| DXC | DXC Technology Co | Stock | Information Technology | |
| AAL | American Airlines Group | Stock | Industrials | |
| AR | Antero Resources Corp | Stock | Energy |
Fidelity Value Risk Profiles
| Mean Deviation | 0.7147 | |||
| Semi Deviation | 0.6773 | |||
| Standard Deviation | 0.9551 | |||
| Variance | 0.9123 |
Fidelity Value Against Markets
Other Information on Investing in Fidelity Mutual Fund
Fidelity Value financial ratios help investors to determine whether Fidelity Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Fidelity with respect to the benefits of owning Fidelity Value security.
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