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 NameFidelity Devonshire Trust: Fidelity Mid Cap Value FundFund TypeMutual Fund
Inception DateNovember 15, 2001Investment SegmentMid-Cap
Expense Ratio43.00%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

175 holdings

Retrieved Jun 30, 2024

IconStockPercent
WELL
WELL logo
Non compliant
Welltower
1.7%
PCG
PCG logo
Non compliant
PG&E
1.2%
SUI
SUI logo
Non compliant
Sun Communities
1.1%
CPT
CPT logo
Camden Property Trus...
1.1%
CCI
CCI logo
Non compliant
Crown Castle
1.1%
1 - 5 of 175 holdings

Halal-Filtered FSMVX Holdings

0 holdings

Includes just the 0 compliant holdings

IconStockPercent
1 - 0 of 0 compliant holdings

FSMVX Performance Comparison

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