Fidelity Vertible Securities Fund Quote
| FCVSX Fund | USD 37.69 0.35 0.94% |
Performance23 of 100
| Odds Of DistressLess than 14
|
Fidelity Convertible is trading at 37.69 as of the 24th of November 2024; that is 0.94 percent increase since the beginning of the trading day. The fund's open price was 37.34. Fidelity Convertible has less than a 14 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Fidelity Vertible Securities are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 25th of October 2024 and ending today, the 24th of November 2024. Click here to learn more.
The fund normally invests at least 80 percent of assets in convertible securities, which are often lower-quality debt securities and perform more like a stock when the underlying share price is high and more like a bond when the underlying share price is low. More on Fidelity Vertible Securities
Moving together with Fidelity Mutual Fund
| 0.94 | FPURX | Fidelity Puritan | PairCorr |
| 0.94 | FPUKX | Fidelity Puritan | PairCorr |
| 0.74 | FQIPX | Fidelity Freedom Index | PairCorr |
Moving against 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 September 2024 |
| Expense Ratio Date | 28th of January 2023 |
| Fiscal Year End | November |
Fidelity Vertible Securities [FCVSX] is traded in USA and was established 24th of November 2024. Fidelity Convertible 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 Convertible is currently producing year-to-date (YTD) return of 14.51% with the current yeild of 0.03%, while the total return for the last 3 years was 1.36%.
Check Fidelity Convertible 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 | |
| EURN | Euronav NV | Stock | Energy | |
| FRO | Frontline | Stock | Energy | |
| NEM | Newmont Goldcorp Corp | Stock | Materials | |
| PCGU | PGE Corp | Stock | Utilities | |
| AAPL | Apple Inc | Stock | Information Technology | |
| STNG | Scorpio Tankers | Stock | Energy |
Fidelity Convertible Risk Profiles
| Mean Deviation | 0.4528 | |||
| Standard Deviation | 0.5771 | |||
| Variance | 0.3331 | |||
| Downside Variance | 0.2558 |
Fidelity Convertible Against Markets
Other Information on Investing in Fidelity Mutual Fund
Fidelity Convertible 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 Convertible security.
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