FTCVX Mutual Fund

FTCVX Mutual Fund (Fidelity Convertible Securities Fund Class M) is managed by Fidelity Investments (US) with $19.4M in net assets. FTCVX expense ratio is 1.19%, holding 380 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2009-02-19.

FTCVX performance shows a YTD return of 7.46%. The 1-year return is 5.02% and the 5-year return is 5.87%. FTCVX dividend yield stands at 1.74%, paid quarterly.

FTCVX 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 FTCVX holdings, FTCVX sectors, or FTCVX dividends.

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