FTCVX Mutual Fund

FTCVX Mutual Fund (Fidelity Convertible Securities Fund Class M) is managed by Fidelity Investments (US) with $19.3M in net assets. FTCVX expense ratio is 1.19%, holding 410 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2009-02-19.

FTCVX performance shows a YTD return of 15.40%. The 1-year return is 22.36% and the 5-year return is 7.59%. FTCVX dividend yield stands at 1.80%, paid quarterly.

FTCVX top holdings include Western Digital Corporation 3% Nov 15, 2028 (2.8%), Alphabet Inc Prf Perpetual Usd 1000 - 1/20Th Int Ser A (2.5%), Alphabet Inc Prf Perpetual Usd 1000 - 1/20Th Int Ser B (2.5%), The Boeing Co., Preferred 6.00% (2.1%), Lumentum Holdings Inc 144A 0.38% Mar 15, 2032 (1.4%). 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.