FSMVX Mutual Fund

FSMVX Mutual Fund (Fidelity Advisor Mid Cap Value Fund) is managed by Fidelity Investments (US) with $1.67B in net assets. FSMVX expense ratio is 0.84%, holding 185 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2001-11-15.

FSMVX performance shows a YTD return of 23.60%. The 1-year return is 32.96% and the 5-year return is 13.07%. FSMVX dividend yield stands at 0.66%, paid semi-annually.

FSMVX 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 FSMVX holdings, FSMVX sectors, or FSMVX dividends.

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