FIQVX Mutual Fund (Fidelity Convertible Securities Fund Class Z) is managed by Fidelity Investments (US) with $144.5M in net assets. FIQVX expense ratio is 0.55%, holding 357 positions across sectors including Other, Information Technology, Financials. Inception date: 2018-10-02.

FIQVX performance shows a YTD return of 19.59%. The 1-year return is 35.49% and the 5-year return is 9.63%. FIQVX dividend yield stands at 2.31%, paid quarterly.

FIQVX top holdings include Western Digital Corporation 3% Nov 15, 2028 (3.4%), The Boeing Co., Preferred 6.00% (2.4%), Dht Holdings Inc (1.8%), Lumentum Holdings Inc Conv. Note (1.7%), Lumentum Holdings Inc 144A 0.38% Mar 15, 2032 (1.5%). View all FIQVX holdings, sector breakdown, or dividend history.

FIQVX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FIQVX alternatives are available via the screener, along with tax-loss harvesting opportunities.