Fidelity Funds File DEFA14A for Value Discovery
| Field | Detail |
|---|---|
| Company | Fidelity Advisor Series I |
| Form Type | DEFA14A |
| Filed Date | Apr 17, 2025 |
| Risk Level | low |
| Sentiment | neutral |
Sentiment: neutral
Topics: mutual-fund, regulatory-filing, proxy-statement
Related Tickers: FVDOX, FVDNX, FVDJX, FVDLX
TL;DR
Fidelity Puritan Trust & Advisor Series I filed DEFA14A for Value Discovery Fund classes. Info for investors.
AI Summary
Fidelity Puritan Trust (Central Index Key: 0000081205) and Fidelity Advisor Series I (Central Index Key: 0000722574) have filed a DEFA14A on April 17, 2025. These filings relate to the Fidelity Value Discovery Fund, including its Class Z (FVDOX), Class I (FVDNX), Class A (FVDJX), and Class M (FVDLX) share classes. The filings are made under the 1934 Act and concern the company's business operations and shareholder matters.
Why It Matters
This filing provides important disclosures and information to shareholders regarding the operations and governance of Fidelity's mutual funds, impacting investment decisions.
Risk Assessment
Risk Level: low — This is a routine regulatory filing (DEFA14A) for mutual funds, not indicating any immediate financial distress or significant operational changes.
Key Players & Entities
- FIDELITY PURITAN TRUST (company) — Filer of DEFA14A
- FIDELITY ADVISOR SERIES I (company) — Filer of DEFA14A
- Fidelity Value Discovery Fund (company) — Fund subject to filing
- FVDOX (company) — Class Z share ticker
- FVDNX (company) — Class I share ticker
- FVDJX (company) — Class A share ticker
- FVDLX (company) — Class M share ticker
- 0000081205 (company) — Central Index Key for Fidelity Puritan Trust
- 0000722574 (company) — Central Index Key for Fidelity Advisor Series I
FAQ
What is the purpose of a DEFA14A filing?
A DEFA14A filing is a definitive proxy statement filed with the SEC by companies, providing shareholders with information about matters to be voted on at a shareholder meeting, such as director elections, executive compensation, and other corporate actions.
Who are the primary filers of this DEFA14A?
The primary filers are Fidelity Puritan Trust (Central Index Key: 0000081205) and Fidelity Advisor Series I (Central Index Key: 0000722574).
What specific fund is mentioned in relation to this filing?
The filing is related to the Fidelity Value Discovery Fund, including its various share classes like Class Z (FVDOX), Class I (FVDNX), Class A (FVDJX), and Class M (FVDLX).
On what date was this DEFA14A filing made?
The filing was made on April 17, 2025.
Under which SEC Act are these filings made?
These filings are made under the Securities Exchange Act of 1934 (1934 Act).
Filing Details
This Form DEFA14A (Form DEFA14A) was filed with the SEC on April 17, 2025 regarding FIDELITY ADVISOR SERIES I.