FSMVX: Original vs. Halal-Filtered

Compare the performance and holdings of Fidelity Devonshire Trust: Fidelity Mid Cap Value Fund with its Shariah-compliant counterpart

Requires Filtering for Shariah Compliance

72.92%of this fund's holdings are not Shariah-compliant and would be filtered out.

Fund Details

Fund NameFidelity Devonshire Trust: Fidelity Mid Cap Value Fund
Fund TypeMutual Fund
Inception DateNovember 15, 2001
Investment SegmentMid-Cap
Expense Ratio0.43%
Total NAV$1,069,000,000.00

About FSMVX

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

182 holdings

Retrieved Aug 31, 2026

IconStockPercent
PACS
PACS logo
Non compliant
PACS Group
1.8%
WDC
WDC logo
Western Digital
1.5%
THC
THC logo
Non compliant
Tenet Healthcare
1.2%
WELL
WELL logo
Welltower
1.2%
BKR
BKR logo
Non compliant
Baker Hughes
1.2%
1 - 5 of 182 holdings

Halal-Filtered FSMVX Holdings

52 holdings

Includes just the 52 compliant holdings

IconStockPercent
WDC
WDC logo
Western Digital
5.6%
WELL
WELL logo
Welltower
4.4%
CTVA
CTVA logo
Corteva
3.8%
SNX
SNX logo
Synnex
3.7%
KVUE
KVUE logo
Kenvue
3.6%
1 - 5 of 52 compliant holdings

FSMVX Performance Comparison

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