FVLKX Mutual Fund

FVLKX Mutual Fund (Fidelity Value Fund Class K) is managed by Fidelity Investments (US). FVLKX expense ratio is 0.60%, holding 210 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2008-05-09.

FVLKX performance shows a YTD return of 14.19%. The 1-year return is 21.56% and the 5-year return is 12.13%. FVLKX dividend yield stands at 1.25%.

FVLKX top holdings include Western Digital Corp. (2.2%), Xcel Energy Inc. (1.1%), Welltower, Inc. (1.1%), Pg&E Corp. (1.0%), Iron Mtn Inc New Com Npv (1.0%). Go to all FVLKX holdings, FVLKX sectors, or FVLKX dividends.

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