Fidelity Series Value Discovery Fund

Fidelity Devonshire Trust · 1 share class

Actively managed U.S. equity fund
One fund, 1 share class:FNKLX
$15.96B NAV
126 positions · as of 2026-04-30 · filed 2026-06-26

Fund classification

Classified from what the fund holds · as of 2026 Q2

Fidelity Series Value Discovery Fund is an actively managed U.S. equity fund. 3% of FNKLX’s stock holdings are in companies whose revenue grew in the top quartile of U.S. companies over the last five fiscal years (covering 86% of the fund’s equity).

Asset class
Equity
Region
United States
Management
Actively managed
Fund type
Open-end fund

Fund profile

As filed in the prospectus · 2026 Q1

Fidelity Series Value Discovery Fund seeks capital appreciation.

Strategy · summarised

The fund invests at least 80% of assets in common stocks of companies it identifies as undervalued using fundamental analysis, applying screens such as free cash flow yield above market median, enterprise value-to-earnings below market median, or price-to-book and price-to-earnings ratios below market median. It holds both domestic and foreign securities. Because security selection depends on the adviser's assessment of which companies meet value criteria, fund holdings will differ from any benchmark.

Expenses
0.00%one share class
Share classExpense ratio
FNKLX0.00%

Portfolio turnover 65.00% · as of 2026 Q1

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

99.96%
of net assets
Stocks98.83%
Cash & short-term1.13%

Sector allocation

The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2

100%
of net assets
Financials18.2%
Industrials13.8%
International10.8%
Health Care10.6%
10 smaller46.6%

Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).

Portfolio growth profile

How much of the fund’s stock holdings are in fast-growing companies · as of 2026 Q2

Revenue growth
3%of stock holdings in top-quartile growers
covering 86% of the fund’s equity
Earnings growth
12%of stock holdings in top-quartile growers
covering 82% of the fund’s equity

Share of the fund’s equity (by value) in companies whose trailing five-year revenue — or net-income — growth ranks in the top 25% of U.S. public companies. Foreign and newly-listed holdings are excluded, so the figure covers only part of the book. From SEC filings — not investment advice. How we measure this.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 22 new20 exited

Largest new: ASTRAZENECA PLC, UNH, SCHW, WBD, ELV, AYI, UNILEVER PLC, DPZ

Largest exited: ASTRAZENECA PLC, LMT, PM, BLK, JPM, CANADIAN NATURAL RESOURCES LTD, PYPL, NOC

Return profile

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

1-year
+27.87%
3-year
+47.06%
5-year
+55.17%
Volatility
9.82%
Worst 3-yr fall
-6.79%
Cumulative return· May 2023 – Apr 2026

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
ALPHABET INCGOOGL4.52%$721.73M
AMAZON.COM INCAMZN3.93%$626.52M
EXXON MOBIL CORPXOM3.74%$596.15M
BANK OF AMERICA CORPORATIONBAC2.48%$396.38M
CISCO SYSTEMS INCCSCO2.26%$361.29M
MERCK and CO INCMRK2.16%$344.57M
CHUBB LTD2.02%$322.57M
TRAVELERS COS INCTRV1.96%$312.70M
ALPHABET INCGOOG1.88%$299.98M
SHELL PLCSHEL1.87%$298.25M
Showing 10 of 126Sign in to see more

Reported price is the fund's own reported value divided by its own reported shares at 2026-04-30 — not a live quote, and not what the fund paid.

Top 10 positions are 26.82% of net assets, top 25 48.77%, across 124 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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