FVCSX Mutual Fund

FVCSX Mutual Fund (Fidelity Advisor Value Strategies Fund Class C) is managed by Fidelity Investments (US) with $20.0M in net assets. FVCSX expense ratio is 1.71%, holding 195 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2001-08-16.

FVCSX performance shows a YTD return of 27.90%. The 1-year return is 33.16% and the 5-year return is 10.60%. FVCSX dividend yield stands at 0.51%, paid annually.

FVCSX top holdings include Fidelity Cash Central Fund (2.9%), Western Digital Corp. (2.1%), Welltower, Inc. (1.1%), Xcel Energy Inc. (1.1%), Iron Mtn Inc New Com Npv (1.0%). 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.