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Fidelity Series Value Discovery Fund (FNKLX)

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15.75 -0.01    -0.06%
01:00:00 - Delayed Data. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Issuer:  Fidelity Investments
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 10.89B
Fidelity Series Equity-Income 15.75 -0.01 -0.06%

Fidelity Series Value Discovery Fund Overview

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

Large Value

Total Assets

10.89B

Expenses

0%

Inception Date

41249

Investment Strategy

The investment seeks capital appreciation. The fund normally invests primarily in common stocks. It invests in securities of companies that Fidelity Management & Research Company (FMR) believes are undervalued in the marketplace in relation to factors such as assets, sales, earnings, growth potential, or cash flow, or in relation to securities of other companies in the same industry. The fund invests in domestic and foreign issuers. It uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments.

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
Sean Gavin Portfolio Manager, Research Analyst 2017 Now
Biography Since joining Fidelity Investments in 2006, Mr. Gavin has worked as a research analyst and portfolio manager. Prior to that, Gavin was a vice president of Pioneer Investment Management, Inc. Prior to joining Pioneer. He was employed as an analyst at Boston Partners from 2000 to 2002 and at Delphi Management from 1998 to 2000.
James Morrow Portfolio Manager 2012 2017
Biography Mr. Morrow is the founder and CEO of Callodine Group, LLC, the parent entity of the Sub-Advisor. Mr. Morrow has managed the Series since its inception in 2023 and managed the Predecessor Fund since its inception in 2022. Mr. Morrow is primarily responsible for the day-to-day management of the Series. Previous positions held in the last five years: Chief Investment Officer, Callodine; portfolio manager, Fidelity Investments (FMRCo).
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