FICVX Mutual Fund
FICVX Mutual Fund
Fidelity Convertible Securities Fund Class I

FICVX Mutual Fund Overview
FICVX Mutual Fund (Fidelity Convertible Securities Fund Class I) is managed by Fidelity Investments (US) with $141.9M in net assets. FICVX expense ratio is 0.68%, holding 357 positions across sectors including Other, Information Technology, Consumer Discretionary. Inception date: 2009-02-19.
FICVX performance shows a YTD return of 11.75%. The 1-year return is 35.35% and the 5-year return is 9.50%. FICVX dividend yield stands at 2.22%, paid quarterly.
FICVX top holdings include Western Digital Corporation 3% Nov 15, 2028 (3.4%), The Boeing Co., Preferred 6.00% (2.4%), Dht Holdings Inc (1.8%), Lumentum Holdings Inc Conv. Note (1.7%), Lumentum Holdings Inc 144A 0.38% Mar 15, 2032 (1.5%). View all FICVX holdings, sector breakdown, or dividend history.
FICVX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FICVX alternatives are available via the screener, along with tax-loss harvesting opportunities.