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 357 positions across sectors including Information Technology, Financials, Consumer Discretionary. 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 7.78%. FTCVX dividend yield stands at 1.82%, paid quarterly.

FTCVX top holdings include Western Digital Corporation 3% Nov 15, 2028 (3.4%), Boeing Co 6 10/15/2027 (2.4%), Dht Holdings Inc (1.8%), Lumentum Holdings Incconv. Note (1.7%), Lumentum Holdings Inc 144A 0.38% Mar 15, 2032 (1.5%). 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.