FVWSX Mutual Fund

NAV$27.28

Fund Essentials - as of Dec 31, 2025

Net Assets
$7.7B
Expense Ratio
-
Dividend Yield (Current)
14.63%
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+6.48%
1 Year+22.36%
3 Year+28.10%
5 Year+15.89%
10 Year+18.97%

Asset Allocation

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

Price Chart (6M)

View Full Chart →

Top Holdings

View All →
TickerNameWeight
NVDANvidia Corp.10.15%
METAMeta Platforms, Inc.9.84%
AMZNAmazon.Com Inc4.85%
GOOGLAlphabet Inc Common Stock USD 0.0014.85%
MSFTMicrosoft Corp 4.100 Feb 06 374.20%
Top 10 Concentration: 46.05%Report Date: Dec 31, 2025
Download all 453 holdings for FVWSX
CSV export with sector, industry & share changes
Get CSV

Dividend Summary

View Details →
Dividend Yield (Current)
14.63%
Frequency
Semi-Annually
Latest Distribution
$3.93
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
See how FVWSX ranks against its peers
Category rank, peer-average returns and outperformance, updated daily.
$49$29/mo
Claim the $29 launch price
First 500 subscribers, then $49/mo. Cancel anytime. From MarketXLS, trusted since 2014.

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, Unknown. Inception date: 2012-12-06.

FVWSX performance shows a YTD return of 6.48%. The 1-year return is 22.36% and the 5-year return is 15.89%. FVWSX dividend yield stands at 14.63%, paid semi-annually.

FVWSX top holdings include Nvidia Corp. (10.2%), Meta Platforms, Inc. (9.8%), Amazon.Com Inc (4.8%), Alphabet Inc Common Stock USD 0.001 (4.8%), Microsoft Corp 4.100 Feb 06 37 (4.2%). View all FVWSX holdings, sector breakdown, or dividend history.

FVWSX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FVWSX alternatives are available via the screener, along with tax-loss harvesting opportunities.