FIVKX Mutual Fund

FIVKX Mutual Fund (Fidelity Advisor Financials Fund Class I) is managed by Fidelity Investments (US). FIVKX expense ratio is 0.70%, holding 63 positions across sectors including Financials, Information Technology, Consumer Discretionary. Inception date: 2026-08-06.

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

FIVKX 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 FIVKX holdings, FIVKX sectors, or FIVKX dividends.

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