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 357 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 1987-01-05.

FCVSX performance shows a YTD return of 14.46%. The 1-year return is 24.00% and the 5-year return is 8.37%. FCVSX dividend yield stands at 9.50%, paid quarterly.

FCVSX 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 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.