FVCSX Mutual Fund

FVCSX Mutual Fund (Fidelity Advisor Value Strategies Fund Class C) is managed by Fidelity Investments (US) with $19.6M in net assets. FVCSX expense ratio is 1.71%, holding 176 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2001-08-16.

FVCSX performance shows a YTD return of 27.96%. The 1-year return is 39.88% and the 5-year return is 11.78%. FVCSX dividend yield stands at 0.51%, paid annually.

FVCSX top holdings include Western Digital Corp Company Guar 11/28 3 (2.2%), Fidelity Cash Central Fund (2.0%), Xcel Energy Inc. (1.2%), Welltower, Inc. (1.1%), Dl Co., Ltd. (1.1%). Go to all FVCSX holdings, FVCSX sectors, or FVCSX dividends.

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