FVDNX Mutual Fund

FVDNX Mutual Fund

NAV$47.10
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Fund Essentials - as of Jun 30, 2026

Net Assets
-
Expense Ratio
0.52%
Dividend Yield (Current)
3.55%
Holdings
125
Inception Date
Sep 11, 2025
Fund Family
Fidelity Investments (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Semi-Annually

Performance

YTD+17.05%
1 Year+31.07%
3 Year+14.85%
5 Year+9.86%
10 Year+10.96%

Asset Allocation

Stocks: 97.94%
Cash: 1.97%
Other: 0.09%
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Top Holdings

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TickerNameWeight
AMZNAmazon.Com Inc6.52%
AAPLApple Inc Ord3.96%
XOMExxon Mobil Corp3.12%
MSFTMicrosoft Corp 4.100 Feb 06 372.75%
CSCOCisco Systems Inc2.64%
Top 10 Concentration: 29.68%Report Date: Jun 30, 2026
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Dividend Summary

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Dividend Yield (Current)
3.55%
Frequency
Semi-Annually

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

FVDNX Mutual Fund Overview

FVDNX Mutual Fund (Fidelity Value Discovery Fund Class I) is managed by Fidelity Investments (US). FVDNX expense ratio is 0.52%, holding 125 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2025-09-11.

FVDNX performance shows a YTD return of 17.05%. The 1-year return is 31.07% and the 5-year return is 9.86%. FVDNX dividend yield stands at 3.55%, paid semi-annually.

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

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