FCCVX Mutual Fund

FCCVX Mutual Fund (Fidelity Convertible Securities Fund Class C) is managed by Fidelity Investments (US) with $8.1M in net assets. FCCVX expense ratio is 1.71%, holding 357 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2009-02-19.

FCCVX performance shows a YTD return of 13.76%. The 1-year return is 22.69% and the 5-year return is 7.23%. FCCVX dividend yield stands at 1.21%, paid quarterly.

FCCVX top holdings include Western Digital Corporation 3% Nov 15, 2028 (3.4%), Boeing Co 6 10/15/2027 (2.4%), Dht Holdings Inc (1.8%), Lumentum Holdings Incconv. Note (1.7%), Lumentum Holdings Inc 144A 0.38% Mar 15, 2032 (1.5%). 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.