FSMVX: Original vs. Halal-Filtered
Compare the performance and holdings of Fidelity Devonshire Trust: Fidelity Mid Cap Value Fund with its Shariah-compliant counterpart
✅ Already Shariah-Compliant
This fund already contains 100% Shariah-compliant stocks.
Fund Details
| Fund Name | Fidelity Devonshire Trust: Fidelity Mid Cap Value Fund | Fund Type | Mutual Fund |
|---|---|---|---|
| Inception Date | November 15, 2001 | Investment Segment | Mid-Cap |
| Expense Ratio | 0.43% | Total NAV | $1,069,000,000.00 |
About FSMVX Fund
FSMVX was founded on 2001-11-15. The Fund's investment strategy focuses on Mid-Cap with 0.43% total expense ratio. The minimum amount to invest in Fidelity Devonshire Trust: Fidelity Mid Cap Value Fund is $0 on a standard taxable account. Fidelity Devonshire Trust: Fidelity Mid Cap Value Fund seeks long-term growth of capital by investing 80% of assets in securities of companies with medium market capitalizations (those with market capitalizations similar to companies in the Russell Midcap Index or the S&P MidCap 400). FSMVX invests in companies that it have above-average growth potential.
Original FSMVX Holdings
Retrieved Nov 30, 2024
| Icon | Stock | Percent |
|---|---|---|
SUI  Non compliant | Sun Communities | 1.5% |
WELL  | Welltower | 1.4% |
PCG  Non compliant | PG&E | 1.3% |
PLD  | Prologis | 1.1% |
HIG  Non compliant | Hartford Financial S... | 1.1% |
Halal-Filtered FSMVX Holdings
Includes just the 0 compliant holdings
| Icon | Stock | Percent |
|---|
FSMVX Performance Comparison
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