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Nasdaq - Delayed Quote USD

Fidelity U.S. Low Volatility Equity (FULVX)

11.94
+0.14
+(1.19%)
At close: 6:49:15 PM EDT
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  • Previous Close 11.80
  • YTD Return 4.13%
  • Expense Ratio 0.64%
  • Category Large Blend
  • Last Cap Gain 19.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 37.19M
  • Beta (5Y Monthly) 0.63
  • Yield 0.55%
  • 5y Average Return --
  • Holdings Turnover 47.00%
  • Last Dividend 0.07
  • Inception Date Nov 5, 2019

The fund normally invests at least 80% of assets in U.S. equity securities. The advisor employs a strategy that combines fundamental stock selection and quantitative risk management techniques focused on reducing absolute portfolio risk in an effort to produce returns in excess of the Russell 3000® Index over a full market cycle (generally five to eight years) but with lower absolute volatility. The fund invests in either "growth" stocks or "value" stocks or both.

Fidelity Investments

Fund Family

Large Blend

Fund Category

37.19M

Net Assets

2019-11-05

Inception Date

More about Fidelity U.S. Low Volatility Equity

Performance Overview: FULVX

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Trailing returns as of 4/10/2025. Category is Large Blend.

YTD Return

FULVX
4.13%
Category
5.31%
 

1-Year Return

FULVX
9.70%
Category
20.31%
 

3-Year Return

FULVX
5.96%
Category
6.48%
 

5-Year Return

FULVX
11.38%
Category
11.78%
 

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Holdings: FULVX

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Sector Weightings

SectorFULVX
Technology   19.54%
Healthcare   18.87%
Financial Services   15.83%
Consumer Defensive   14.20%
Communication Services   8.05%
Industrials   6.27%
Utilities   5.94%
Consumer Cyclical   3.87%
Energy   3.34%
Basic Materials   2.48%
Real Estate   1.62%
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Recent News: FULVX

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Research Reports: FULVX

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