Fidelity U.S. Low Volatility Equity Fund
FULVX
NASDAQ
| Weiss Ratings | FULVX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | FULVX-NASDAQ | Click to Compare |
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| Provider | Fidelity Investments | |||
| Manager/Tenure (Years) | Zach Dewhirst (6) | |||
| Website | http://www.institutional.fidelity.com | |||
| Fund Information | FULVX-NASDAQ | Click to Compare |
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| Fund Name | Fidelity U.S. Low Volatility Equity Fund | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth | |||
| Inception Date | Nov 05, 2019 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | FULVX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.28% | |||
| Dividend | FULVX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.59% | |||
| Asset Allocation | FULVX-NASDAQ | Click to Compare |
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| Cash | 0.82% | |||
| Stock | 99.18% | |||
| U.S. Stock | 95.33% | |||
| Non-U.S. Stock | 3.85% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | FULVX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.52% | |||
| 30-Day Total Return | -5.83% | |||
| 60-Day Total Return | -2.21% | |||
| 90-Day Total Return | -2.71% | |||
| Year to Date Total Return | -1.96% | |||
| 1-Year Total Return | -0.89% | |||
| 2-Year Total Return | 8.72% | |||
| 3-Year Total Return | 25.50% | |||
| 5-Year Total Return | 29.66% | |||
| Price | FULVX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | FULVX-NASDAQ | Click to Compare |
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| Nav | -- | |||
| 1-Month Low NAV | $11.40 | |||
| 1-Month High NAV | $12.15 | |||
| 52-Week Low NAV | $11.22 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $12.49 | |||
| 52-Week High Price (Date) | May 20, 2025 | |||
| Beta / Standard Deviation | FULVX-NASDAQ | Click to Compare |
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| Beta | 0.53 | |||
| Standard Deviation | 9.20 | |||
| Balance Sheet | FULVX-NASDAQ | Click to Compare |
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| Total Assets | 21.07M | |||
| Operating Ratios | FULVX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.70% | |||
| Turnover Ratio | 84.00% | |||
| Performance | FULVX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 15.53% | |||
| Last Bear Market Total Return | -8.69% | |||