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 357 positions across sectors including Information Technology, Financials, Consumer Discretionary. 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 8.47%. FIQVX dividend yield stands at 2.30%, paid quarterly.

FIQVX 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 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.