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Fidelity U.S. Low Volatility Equity (FULVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.49-0.04 (-0.35%)
As of 08:06AM EDT. Market open.

Fidelity U.S. Low Volatility Equity

Boston, MA 02109

82 Devonshire Street

Fidelity Summer Street Trust

Management information
,Lead manager since 31 December 2023
Jared Beckerman is a research analyst in the High Income and Alternatives division at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals. In this role, Mr. Beckerman evaluates investment opportunities across multiple asset classes, including stocks, high yield bonds, and leveraged loans. He currently covers companies in the healthcare industry. His prior research coverage included energy services, midstream and refining, casinos and gaming, shipping, aerospace & defense, capital goods, and railroad companies. Prior to joining Fidelity in 2012, Mr. Beckerman was a research analyst at Sugarloaf Rock Capital where he focused on evaluating public investment opportunities across the media & telecommunications industry. He also was an investment banking analyst at Deutsche Bank. He has been in the financial industry since 2006. Mr. Beckerman earned his bachelor of science in applied economics and management from Cornell University and his master of business administration from Columbia Business School.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryLarge Blend
Fund familyFidelity Investments
Net assets30.55M
YTD return7.12%
Yield1.02%
Morningstar rating★★
Inception date4 Nov 2019

Fund operations

Last dividend0.12
Last cap gain10.00
Holdings turnover69.00%
Average for categoryN/A

Fees and expenses

ExpenseFULVXCategory average
Annual report expense ratio (net)0.70%0.78%
Prospectus net expense ratio0.70%N/A
Prospectus gross expense ratio0.70%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A