FIDFX Mutual Fund

FIDFX Mutual Fund (Fidelity Advisor Mid Cap Value Fund Class Z) is managed by Fidelity Investments (US) with $145.8M in net assets. FIDFX expense ratio is 0.76%, holding 185 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2017-02-01.

FIDFX performance shows a YTD return of 23.68%. The 1-year return is 33.09% and the 5-year return is 13.19%. FIDFX dividend yield stands at 0.62%, paid semi-annually.

FIDFX top holdings include Pacs Group (1.8%), Western Digital Corp. (1.5%), Tenet Healthcare Corp Common Stock Usd 0.05 (1.2%), Welltower Inc. (1.2%), Baker Hughes A Ge Co. Class A (1.2%). 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.