FVWSX Mutual Fund

FVWSX Mutual Fund

NAV$27.91
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Fund Essentials - as of Dec 31, 2025

Net Assets
$7.7B
Expense Ratio
-
Dividend Yield (Current)
15.26%
Holdings
453
Inception Date
Dec 6, 2012
Fund Family
Fidelity Investments (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Semi-Annually

Performance

YTD+6.56%
1 Year+14.08%
3 Year+24.79%
5 Year+14.44%
10 Year+17.94%

Asset Allocation

Stocks: 96.88%
Bonds: 0.02%
Cash: 0.28%
Other: 2.81%
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Top Holdings

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TickerNameWeight
NVDANvidia Corp.10.15%
METAMeta Platforms, Inc.9.84%
GOOGLAlphabet Inc Common Stock USD 0.0014.85%
AMZNAmazon.Com Inc4.85%
MSFTMicrosoft Corp4.20%
Top 10 Concentration: 46.05%Report Date: Dec 31, 2025
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Dividend Summary

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Dividend Yield (Current)
15.26%
Frequency
Semi-Annually
Latest Distribution
$3.93
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

FVWSX Mutual Fund Overview

FVWSX Mutual Fund (Fidelity Series Opportunistic Insights Fund) is managed by Fidelity Investments (US) with $7.66B in net assets. holding 453 positions across sectors including Information Technology, Communication Services, Financials. Inception date: 2012-12-06.

FVWSX performance shows a YTD return of 6.56%. The 1-year return is 14.08% and the 5-year return is 14.44%. FVWSX dividend yield stands at 15.26%, paid semi-annually.

FVWSX top holdings include Nvidia Corp. (10.2%), Meta Platforms, Inc. (9.8%), Alphabet Inc Common Stock USD 0.001 (4.8%), Amazon.Com Inc (4.8%), Microsoft Corp (4.2%). Go to all FVWSX holdings, FVWSX sectors, or FVWSX dividends.

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