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Fidelity Value Strategies K (FVSKX)

52.03
+1.97
+(3.94%)
At close: 8:04:17 PM EDT
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  • Previous Close 50.06
  • YTD Return -11.86%
  • Expense Ratio 0.72%
  • Category Mid-Cap Value
  • Last Cap Gain 32.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 1.67B
  • Beta (5Y Monthly) 1.20
  • Yield 0.37%
  • 5y Average Return --
  • Holdings Turnover 61.00%
  • Last Dividend 0.20
  • Inception Date Dec 30, 1983

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

1.67B

Net Assets

1983-12-30

Inception Date

Performance Overview: FVSKX

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Trailing returns as of 5/8/2025. Category is Mid-Cap Value.

YTD Return

FVSKX
11.86%
Category
21.28%
 

1-Year Return

FVSKX
5.81%
Category
55.83%
 

3-Year Return

FVSKX
4.19%
Category
11.08%
 

5-Year Return

FVSKX
15.80%
Category
11.93%
 

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Holdings: FVSKX

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Sector Weightings

SectorFVSKX
Industrials   18.07%
Technology   10.43%
Real Estate   9.09%
Healthcare   7.63%
Energy   7.47%
Utilities   6.89%

Recent News: FVSKX

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Research Reports: FVSKX

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