FIQVX Mutual Fund

FIQVX Mutual Fund (Fidelity Convertible Securities Fund Class Z) is managed by Fidelity Investments (US) with $144.9M in net assets. FIQVX expense ratio is 0.55%, holding 380 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2018-10-02.

FIQVX performance shows a YTD return of 6.14%. The 1-year return is 5.70% and the 5-year return is 6.26%. FIQVX dividend yield stands at 2.24%, paid quarterly.

FIQVX 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 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.