FICVX Mutual Fund
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 $146.1M in net assets. FICVX expense ratio is 0.68%, holding 380 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2009-02-19.
FICVX performance shows a YTD return of 7.94%. The 1-year return is 5.59% and the 5-year return is 6.13%. FICVX dividend yield stands at 2.12%, paid quarterly.
FICVX top holdings include Alphabet Inc Prf Perpetual Usd 1000 - 1/20Th Int Ser A (2.4%), Alphabet Inc Prf Perpetual Usd 1000 - 1/20Th Int Ser B (2.4%), The Boeing Co., Preferred 6.00% (2.0%), Western Digital Corp (1.8%), Lumentum Holdings Inc Sr Unsecured 03/32 0.375 (1.7%). Go to all FICVX holdings, FICVX sectors, or FICVX dividends.
FICVX can be compared against other funds. Use FICVX overlap to find shared positions, or FICVX vs another fund for a side-by-side view. FICVX alternatives are available via the screener, along with tax-loss harvesting opportunities.