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Fidelity Value Strategies K (FVSKX)

50.91
+0.32
+(0.63%)
At close: 8:03:51 PM EDT
Loading Chart for FVSKX
  • Previous Close 50.59
  • YTD Return -2.24%
  • Expense Ratio 0.72%
  • Category Mid-Cap Value
  • Last Cap Gain 32.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 2B
  • Beta (5Y Monthly) 1.14
  • Yield 0.34%
  • 5y Average Return --
  • Holdings Turnover 61.00%
  • Last Dividend 0.20
  • Inception Date May 9, 2008

The fund normally invests primarily in common stocks. It invests in securities of companies that the advisor believes are undervalued in the marketplace in relation to factors such as assets, sales, earnings, or growth potential (stocks of these companies are often called "value" stocks). The advisor focuses investments in medium-sized companies, but also may invest substantially in larger or smaller companies. The fund invests in domestic and foreign issuers.

Fidelity Investments

Fund Family

Mid-Cap Value

Fund Category

2B

Net Assets

2008-05-09

Inception Date

Performance Overview: FVSKX

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Trailing returns as of 3/31/2025. Category is Mid-Cap Value.

YTD Return

FVSKX
2.24%
Category
21.28%
 

1-Year Return

FVSKX
4.58%
Category
55.83%
 

3-Year Return

FVSKX
7.09%
Category
11.08%
 

5-Year Return

FVSKX
14.91%
Category
11.93%
 

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Holdings: FVSKX

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Sector Weightings

SectorFVSKX
Industrials   20.08%
Technology   11.06%
Energy   8.14%
Real Estate   7.51%
Healthcare   6.54%
Utilities   5.66%

Recent News: FVSKX

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Research Reports: FVSKX

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