FCVSX Mutual Fund

FCVSX Mutual Fund (Fidelity Convertible Securities Fund) is managed by Fidelity Investments (US) with $2.03B in net assets. FCVSX expense ratio is 0.64%, holding 380 positions across sectors including Information Technology, Financials, Industrials. Inception date: 1987-01-05.

FCVSX performance shows a YTD return of 6.06%. The 1-year return is 5.62% and the 5-year return is 6.16%. FCVSX dividend yield stands at 2.13%, paid quarterly.

FCVSX 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 FCVSX holdings, FCVSX sectors, or FCVSX dividends.

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