FIVGX Mutual Fund

FIVGX Mutual Fund (Fidelity Advisor Financials Fund Class A) is managed by Fidelity Investments (US). FIVGX expense ratio is 0.95%, holding 63 positions across sectors including Financials, Information Technology, Consumer Discretionary. Inception date: 2026-08-06.

FIVGX performance shows data across multiple time periods.. FIVGX dividend yield stands at 0.16%, paid semi-annually.

FIVGX top holdings include Mastercard Inc (8.1%), Bank of America Corp.: Financials (8.0%), Wells Fargo & Co. (7.2%), Reinsurance Group of America, Incorporated (4.4%), Schwab Strategic T (4.4%). Go to all FIVGX holdings, FIVGX sectors, or FIVGX dividends.

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