FCVSX Mutual Fund

FCVSX Mutual Fund (Fidelity Convertible Securities Fund) is managed by Fidelity Investments (US) with $1.41B in net assets. FCVSX expense ratio is 0.64%, holding 410 positions across sectors including Information Technology, Industrials, Financials. Inception date: 1987-01-05.

FCVSX performance shows a YTD return of 15.81%. The 1-year return is 23.04% and the 5-year return is 8.18%. FCVSX dividend yield stands at 9.39%, paid quarterly.

FCVSX top holdings include Western Digital Corporation 3% Nov 15, 2028 (2.8%), Alphabet Inc Prf Perpetual Usd 1000 - 1/20Th Int Ser A (2.5%), Alphabet Inc Prf Perpetual Usd 1000 - 1/20Th Int Ser B (2.5%), The Boeing Co., Preferred 6.00% (2.1%), Lumentum Holdings Inc 144A 0.38% Mar 15, 2032 (1.4%). 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.