Fidelity Value Discovery K6 Fund

245 Summer Street,
Boston , MA, 02210

Rank

Rank Universe

Summary

The fund seeks capital appreciation by investing in mega-and large-size companies in the United States.

The investment process is designed to highlight undervalued companies relative to factors such as assets, sales, earnings, growth potential, or cash flow, or relative to their peers.

The research team starts with a list of companies and narrows the list to include companies that are estimated to be lagging in market More

Link

Directors

Oct 13, 2023
  • OSCAR MUNOZ
  • ROBERT A LAWRENCE
  • THOMAS A KENNEDY
  • BETTINA DOULTON
  • VICKI L FULLER
  • THOMAS P BOSTICK
  • JONATHAN CHIEL
  • PATRICIA L KAMPLING
  • DENNIS J DIRKS
  • DONALD F DONAHUE
  • MICHAEL E WILEY
  • SUSAN TOMASKY
  • DAVID M THOMAS

Chief Compliance Officer

  • JASON POGORELEC

Fund Manager(s)

Price

  • $ 12.36 ( +0 )
    Nov 4, 2024
    Last Close
  • Net Assets
  • $185.4M
    Mar 27, 2024
  • Holding
  • 92
    Sep 25, 2024
    More

  • 52-Week High/Low
  • $13.42 - $11.26
  • Turnover
  • 37%
  • Expense Ratio
  • 0.45%

Company Name

Holding

EXXON MOBIL CORP 4.36 %
JPMORGAN CHASE and CO 3.92 %
CHUBB LTD 2.96 %
BANK OF AMERICA CORPORATION 2.89 %
UNITEDHEALTH GROUP INC 2.87 %
COMCAST CORP 2.74 %
CIGNA GROUP (THE) 2.73 %
TRAVELERS COS INC 2.54 %
BERKSHIRE HATHAWAY INC DEL 2.29 %
WALT DISNEY CO 2.28 %
More 2.28 %

Documents

Performance

YTD

1.9%

3 Year

-10.82%

5 Year

12.16%

Best

19.75%

2019

Worst

-12.92%

2022

Alpha

FDVKX Russell 1000

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