FVDFX Mutual Fund

FVDFX Mutual Fund (Fidelity Value Discovery Fund) is managed by Fidelity Investments (US) with $2.32B in net assets. FVDFX expense ratio is 0.49%, holding 125 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2002-12-10.

FVDFX performance shows a YTD return of 17.09%. The 1-year return is 31.18% and the 5-year return is 9.87%. FVDFX dividend yield stands at 7.30%, paid semi-annually.

FVDFX top holdings include Amazon.Com Inc (6.5%), Apple, Inc (4.0%), Exxon Mobil Corp. (3.1%), Microsoft Corp (2.8%), Cisco Systems Inc. - Ordinary Shares (2.6%). Go to all FVDFX holdings, FVDFX sectors, or FVDFX dividends.

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