FVDJX Mutual Fund

FVDJX Mutual Fund (Fidelity Value Discovery Fund Class A) is managed by Fidelity Investments (US). FVDJX expense ratio is 0.77%, holding 125 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2025-09-11.

FVDJX performance shows a YTD return of 16.87%. The 1-year return is 30.80% and the 5-year return is 9.72%. FVDJX dividend yield stands at 3.40%, paid semi-annually.

FVDJX top holdings include Amazon.Com Inc (6.5%), Apple, Inc (4.0%), Exxon Mobil Corp. (3.1%), Microsoft Corp 4.100 Feb 06 37 (2.8%), Cisco Systems Inc. - Ordinary Shares (2.6%). Go to all FVDJX holdings, FVDJX sectors, or FVDJX dividends.

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