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Fidelity Value Fund (FDVLX)

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15.60 +0.14    +0.91%
14/05 - Delayed Data. Currency in USD ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 7.98B
Type:  Fund
Market:  United States
Issuer:  Fidelity Investments
Asset Class:  Equity
Fidelity Value 15.60 +0.14 +0.91%

FDVLX Overview

 
On this page you'll find an in-depth profile of Fidelity Value Fund. Learn about the key management, total assets, investment strategy and contact information of FDVLX among other information.
Category

Mid-Cap Value

Total Assets

7.98B

Expenses

0.87%

Inception Date

Dec 01, 1978

Investment Strategy

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 LLC (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 adviser focuses investments in medium-sized companies, but also may invest substantially in larger or smaller companies. It invests in domestic and foreign issuers.

Contact Information

Address 483 Bay Street
Toronto,ON M5G 2N7
Canada
Phone 416-307-5200
Fax 1-800-387-8092

Top Executives

Name Title Since Until
Laurie Mundt Research Analyst 2010 Now
Biography Prior to joining Fidelity Investments in 2008 as a research analyst, Ms. Mundt served as a vice president for T. Rowe Price Group, which she joined in 2000.
Shadman Riaz Co-Portfolio Manager 2010 Now
Biography Since joining Fidelity Investments in 2001, Mr. Riaz has worked as a research analyst and portfolio manager.
Matthew Friedman Portfolio Manager 2010 Now
Biography Matthew Friedman joined Fidelity Investments in 1999, since then Mr. Friedman has worked as a research analyst and portfolio manager. Prior to joining Fidelity, Friedman was an investment banking analyst for Lehman Brothers in New York. Friedman holds the Chartered Financial Analyst designation.
John Mirshekari Co-Manager 2010 2022
Biography John Mirshekari is a member of FMR’s Stock Selector Large Cap Group (industrials sector). Since joining Fidelity Investments in 2003, Mr. Mirshekari has worked as a research analyst and portfolio manager.
Justin Bennett Portfolio Manager, Research analyst 2010 2018
Biography Mr. Bennett is a portfolio manager with Fidelity Investments. He joined Fidelity Investments as a research analyst in August 2005. Previously, he was an equity research associate at Morgan Stanley.
Katherine Buck Portfolio Manager 2011 2018
Biography Ms. Buck has worked as a research analyst and portfolio manager of Fidelity. Before joined fidelity, he worked in Wayne Hummer Management as a portfolio manager in May 2008. From March 2006 until December 2007, she was employed as a small cap value portfolio manager for Magnetar Capital LLC, a multi-strategy hedge fund. In that capacity she managed capital within the hedge fund and also launched a fund for outside investors in July 2007, which ceased operations in February 2008. Buck spent the first 10 years of her career at Fidelity Management & Research in Boston.
Stephen Barwikowski Portfolio Manager 2010 2017
Biography Stephen Barwikowski is a portfolio manager with Fidelity. Since joining Fidelity Investments in 1999, Mr. Barwikowski has worked as both a research associate and research analyst in FMRCo's High Income division.
Richard B. Fentin Vice President 1996 2010
Biography Fentin is vice president and manager of VIP: Value Portfolio, which he has managed since November 2006. He also manages other Fidelity funds. Since joining Fidelity Investments in 1980, Fentin has worked as a research analyst, portfolio assistant and manager.
Bettina Doulton Portfolio Manager 1995 1996
Biography Doulton joined Fidelity Investments in 1986 and became a portfolio manager in 1990. Previously, she served the company as an assistant portfolio manager and as an equity analyst, following both the auto-and-tire and the gaming-and-lodging industries.
Jeffrey Ubben Portfolio Manager 1992 1995
Biography Mr. Jeffrey Ubben is the Founder and serves as Co-Portfolio Manager, Member of Management Committee and Chairman at ValueAct Capital Management. He is a Board Member of AppHarvest and Nikola. Prior to founding ValueAct Capital in 2000, Mr. Ubben was a Managing Partner at Blum Capital Partners for more than five years. Mr. Ubben was a board member of Twenty-First Century Fox, Inc. and Willis Towers Watson PLC, a former chairman and director of Martha Stewart Living Omnimedia, Inc., and a former director of Catalina Marketing Corp., Gartner Group, Inc., Mentor Corporation, Misys, plc, Sara Lee Corp., Valeant Pharmaceuticals International and several other public and private companies. In addition, Mr. Ubben serves as chairman of the national board of the Posse Foundation, is on the board of trustees of Duke University, and is also on the board of trustees of Northwestern University. He has a B.A. from Duke University and an M.B.A. from the Kellogg School of Management at Northwestern University.
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