3 / 5 Stars
5 5 3 5 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#7 in Mid-Cap Value
U.S. News evaluated 112 Mid-Cap Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 28.06 percent over the past year, 17.50 percent over the past three years, 22.54 percent over the past five years, and 9.16 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||9.3%|
|3 Years (Annualized)||17.5%|
|5 Years (Annualized)||22.5%|
|10 Years (Annualized)||9.2%|
The investment seeks capital appreciation. The fund invests primarily in common stocks. It invests in securities of companies that possess valuable fixed assets or that Fidelity Management & Research Company (FMR) believes are undervalued in the marketplace in relation to factors such as assets, earnings, or growth potential (stocks of these companies are often called "value" stocks). The fund focuses investments in medium-sized companies, but also may invest substantially in larger or smaller companies. It invests in domestic and foreign issuers.
Fees are Low compared to funds in the same category.
Fidelity® Value Fund has an expense ratio of 0.65 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.
The fund's Value Line Overall Rank, a measure of risk-adjusted performance and relative growth in fund returns, is 1 on a scale of 1 to 5, with 1 being the best and 5 the worst.Value Line 2014-06-11
The fund's Value Line Growth Persistence rank, which awards funds that consistently outperform their broad universes, is 1 for one year, 2 for five years, and 3 for 10 years. Scores are on a 1 to 5 scale, with 1 being the best and 5 the worst.Value Line 2014-06-11
The fund's Value Line Risk Rank, a measure of volatility, is 3 on a scale of 1 to 5, with 1 being the least volatile and 5 the most.Value Line 2014-06-11