FIQVX Mutual Fund

FIQVX Mutual Fund (Fidelity Convertible Securities Fund Class Z) is managed by Fidelity Investments (US) with $144.5M in net assets. FIQVX expense ratio is 0.55%, holding 373 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2018-10-02.

FIQVX performance shows a YTD return of 12.52%. The 1-year return is 24.14% and the 5-year return is 8.48%. FIQVX dividend yield stands at 2.30%, paid quarterly.

FIQVX top holdings include Fidelity Cash Central Fund (4.0%), Western Digital Corporation 3% Nov 15, 2028 (3.2%), The Boeing Co., Preferred 6.00% (2.0%), Lumentum Holdings Inc 144A 0.38% Mar 15, 2032 (1.5%), Mks Instruments Inc 1.25% Jun 01, 2030 (1.2%). Go to all FIQVX holdings, FIQVX sectors, or FIQVX dividends.

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