FVLZX Mutual Fund

FVLZX Mutual Fund (Fidelity Advisor Value Fund Class Z) is managed by Fidelity Investments (US) with $83.7M in net assets. FVLZX expense ratio is 0.68%, holding 209 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2017-02-01.

FVLZX performance shows a YTD return of 14.34%. The 1-year return is 21.64% and the 5-year return is 12.09%. FVLZX dividend yield stands at 1.22%.

FVLZX top holdings include Western Digital Corp. (2.2%), Xcel Energy Inc. (1.2%), Welltower, Inc. (1.1%), Pg&E Corp. (1.1%), Reinsurance Group of America, Incorporated (1.1%). Go to all FVLZX holdings, FVLZX sectors, or FVLZX dividends.

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