FTCVX Mutual Fund

FTCVX Mutual Fund (Fidelity Convertible Securities Fund Class M) is managed by Fidelity Investments (US) with $10.6M in net assets. FTCVX expense ratio is 1.19%, holding 373 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2009-02-19.

FTCVX performance shows a YTD return of 14.13%. The 1-year return is 23.35% and the 5-year return is 7.79%. FTCVX dividend yield stands at 1.80%, paid quarterly.

FTCVX top holdings include Fidelity Cash Central Fund (4.0%), Western Digital Corporation 3% Nov 15, 2028 (3.2%), Boeing Co 6 10/15/2027 (2.0%), Lumentum Holdings Inc 144A 0.38% Mar 15, 2032 (1.5%), Mks Instruments Inc 1.25% Jun 01, 2030 (1.2%). Go to all FTCVX holdings, FTCVX sectors, or FTCVX dividends.

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