FCCVX Mutual Fund

FCCVX Mutual Fund (Fidelity Convertible Securities Fund Class C) is managed by Fidelity Investments (US) with $8.0M in net assets. FCCVX expense ratio is 1.71%, holding 380 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2009-02-19.

FCCVX performance shows a YTD return of 13.73%. The 1-year return is 14.76% and the 5-year return is 7.18%. FCCVX dividend yield stands at 1.03%, paid quarterly.

FCCVX top holdings include Alphabet Ser A Pc 6.25% 5/29 (2.4%), Alphabet Inc Public Usd (2.4%), The Boeing Co., Preferred 6.00% (2.0%), Western Digital Corp. (1.8%), Lumentum Holdings Inc Sr Unsecured 03/32 0.375 (1.7%). Go to all FCCVX holdings, FCCVX sectors, or FCCVX dividends.

FCCVX can be compared against other funds. Use FCCVX overlap to find shared positions, or FCCVX vs another fund for a side-by-side view. FCCVX alternatives are available via the screener, along with tax-loss harvesting opportunities.