FVAL News and Press, Fidelity Value Factor From 05/07/25

2025-05-07 00:30:00 ET Summary Fidelity Puritan Fund seeks income and capital growth consistent with reasonable risk and has a neutral allocation of 60% equities and 40% bonds. For the quarter, growth shares (-8%) within the S&P 500 widely lagged value. For the quarter, th...

2025-05-06 10:50:00 ET Summary Fidelity Stock Selector Small Cap Fund is a core U.S. small-cap equity strategy that seeks to exploit the inefficiencies among small-cap companies through a fundamentally driven approach with a more modest active risk profile. For the quarter, the fu...

2025-05-06 10:40:00 ET Summary Fidelity Stock Selector Mid Cap Fund is a diversified domestic equity strategy focused on the mid-cap segment of the market. For the first quarter of 2025, the fund's Retail Class shares returned -4.46%, outpacing the -6.10% result of the benchmark S...

2025-05-06 10:00:00 ET Summary Fidelity Small Cap Value Fund takes a value approach to investing, focusing on companies with above-average quality characteristics, including good capital allocation, and that are trading at below-market multiples. The fund's Retail Class shares ret...

2025-05-06 09:30:00 ET Summary Fidelity Growth Strategies Fund is a diversified domestic equity strategy with a mid-cap growth orientation. For the quarter, the fund's Retail Class shares gained 7.36%, underperforming the 8.14% advance of the benchmark Russell Midcap Growth Index....

2025-05-06 09:20:00 ET Summary Fidelity Fund is a diversified domestic equity strategy with a large-cap core orientation. For the three months ending March 31, 2025, the fund's Retail Class shares returned -7.99%, versus the -4.27% result of the benchmark S&P 500 index. In...

2025-05-06 05:55:00 ET Summary Fidelity Equity-Income Fund is a diversified domestic equity strategy that seeks reasonable income. The fund seeks a yield for its shareholders that exceeds the yield on the securities comprising the S&P 500 index. For the three months ending...

2025-05-06 05:40:00 ET Summary Fidelity Intermediate Municipal Income Fund is a diversified national municipal bond strategy investing primarily in intermediate-maturity general obligation and revenue-backed securities. The fund's interest rate sensitivity is targeted closely to t...

2025-05-06 05:20:00 ET Summary Fidelity Total Bond Fund is a diversified fixed-income strategy seeking competitive risk-adjusted performance commensurate with investor expectations of a core bond fund. The fund invests at least 80% of its assets in investment-grade bonds and up to...

2025-05-06 04:30:00 ET Summary Fidelity Short-Term Bond Fund is a diversified, short-term bond strategy that seeks a high level of current income, consistent with preservation of capital. U.S. taxable investment-grade bonds gained 2.78% in the first quarter of 2025. At quarter...