FTCVX Mutual Fund
FTCVX Mutual Fund
Fidelity Convertible Securities Fund Class M
FTCVX Mutual Fund Overview
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 357 positions across sectors including Other, Information Technology, Financials. Inception date: 2009-02-19.
FTCVX performance shows a YTD return of 19.23%. The 1-year return is 34.66% and the 5-year return is 8.93%. FTCVX dividend yield stands at 1.78%, paid quarterly.
FTCVX top holdings include Western Digital Corporation 3% Nov 15, 2028 (3.4%), The Boeing Co., Preferred 6.00% (2.4%), Dht Holdings Inc (1.8%), Lumentum Holdings Inc Conv. Note (1.7%), Lumentum Holdings Inc 144A 0.38% Mar 15, 2032 (1.5%). View all FTCVX holdings, sector breakdown, or dividend history.
FTCVX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FTCVX alternatives are available via the screener, along with tax-loss harvesting opportunities.