FIDFX Mutual Fund

FIDFX Mutual Fund (Fidelity Advisor Mid Cap Value Fund Class Z) is managed by Fidelity Investments (US) with $132.0M in net assets. FIDFX expense ratio is 0.76%, holding 182 positions across sectors including Financials, Industrials, Information Technology. Inception date: 2017-02-01.

FIDFX performance shows a YTD return of 26.15%. The 1-year return is 39.28% and the 5-year return is 14.14%. FIDFX dividend yield stands at 6.27%, paid semi-annually.

FIDFX top holdings include Fidelity Securities Lending Cash Central Fund (3.7%), Western Digital Corp Company Guar 11/28 3 (3.3%), Pacs Group Inc (1.6%), Ciena Corp (1.4%), Sandisk Corp/De (1.4%). Go to all FIDFX holdings, FIDFX sectors, or FIDFX dividends.

FIDFX can be compared against other funds. Use FIDFX overlap to find shared positions, or FIDFX vs another fund for a side-by-side view. FIDFX alternatives are available via the screener, along with tax-loss harvesting opportunities.