Fidelity Vertible Securities Fund Quote
| FCVSX Fund | USD 37.17 0.31 0.84% |
PerformanceVery Strong
| Odds Of DistressLow
|
Fidelity Vertible is trading at 37.17 as of the 18th of July 2025; that is 0.84 percent increase since the beginning of the trading day. The fund's open price was 36.86. Fidelity Vertible has less than a 10 % chance of experiencing some financial distress in the next two years of operation and had a very strong performance during the last 90 days. The performance scores are derived for the period starting the 19th of April 2025 and ending today, the 18th of July 2025. Click here to learn more.
The fund normally invests at least 80 percent of assets in convertible securities. It potentially investing in other types of securities, including common stocks. The fund invests in domestic and foreign issuers. It uses fundamental analysis of factors such as each issuers financial condition and industry position, as well as market and economic conditions, to select investments.. More on Fidelity Vertible Securities
Moving together with Fidelity Mutual Fund
Fidelity Mutual Fund Highlights
| Fund Concentration | Fidelity Investments Funds, Large Funds, Convertibles Funds, Convertibles, Fidelity Investments, Large, Convertibles (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 28th of January 2023 |
| Fiscal Year End | November |
Fidelity Vertible Securities [FCVSX] is traded in USA and was established 18th of July 2025. Fidelity Vertible is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Convertibles category and is part of Fidelity Investments family. This fund currently has accumulated 1.73 B in assets under management (AUM) with no minimum investment requirementsFidelity Vertible is currently producing year-to-date (YTD) return of 8.29% with the current yeild of 0.03%, while the total return for the last 3 years was 12.64%.
Check Fidelity Vertible Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Fidelity Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Fidelity Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Fidelity Vertible Securities Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Fidelity Vertible Securities Mutual Fund Constituents
| ANTX | AN2 Therapeutics | Stock | Health Care | |
| DHT | DHT Holdings | Stock | Energy | |
| FRO | Frontline | Stock | Energy | |
| NEM | Newmont Goldcorp Corp | Stock | Materials | |
| AAPL | Apple Inc | Stock | Information Technology | |
| STNG | Scorpio Tankers | Stock | Energy |
Fidelity Vertible Risk Profiles
| Mean Deviation | 0.4892 | |||
| Standard Deviation | 0.6164 | |||
| Variance | 0.3799 | |||
| Downside Variance | 0.3479 |
Fidelity Vertible Against Markets
Other Information on Investing in Fidelity Mutual Fund
Fidelity Vertible financial ratios help investors to determine whether Fidelity Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Fidelity with respect to the benefits of owning Fidelity Vertible security.
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