FIVSX Mutual Fund

FIVSX Mutual Fund (Fidelity Advisor Financials Fund Class Z) is managed by Fidelity Investments (US). FIVSX expense ratio is 0.58%, holding 63 positions across sectors including Financials, Information Technology, Consumer Discretionary. Inception date: 2026-08-06.

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

FIVSX 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 FIVSX holdings, FIVSX sectors, or FIVSX dividends.

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