Fidelity Vertible Securities Fund Quote
| FIQVX Fund | USD 35.51 0.27 0.77% |
Performance2 of 100
| Odds Of DistressLess than 22
|
Fidelity Convertible is trading at 35.51 as of the 30th of January 2025; that is 0.77% up since the beginning of the trading day. The fund's open price was 35.24. Fidelity Convertible has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 1st of November 2024 and ending today, the 30th of January 2025. 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
Fidelity Mutual Fund Highlights
| Fund Concentration | Fidelity Investments Funds, Large Funds, Convertibles Funds, Convertibles, Fidelity Investments, Large, Convertibles (View all Sectors) |
| Update Date | 31st of December 2024 |
Fidelity Vertible Securities [FIQVX] is traded in USA and was established 30th of January 2025. 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 1.43 B in assets under management (AUM) with no minimum investment requirementsFidelity Convertible is currently producing year-to-date (YTD) return of 4.26% with the current yeild of 0.03%, while the total return for the last 3 years was 6.39%.
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
| STNG | Scorpio Tankers | Stock | Energy | |
| AAPL | Apple Inc | Stock | Information Technology | |
| DHT | DHT Holdings | Stock | Energy | |
| EURN | EURN Old | Stock | Energy | |
| FRO | Frontline | Stock | Energy | |
| NEM | Newmont Goldcorp Corp | Stock | Materials | |
| PCGU | PGE Corp | Stock | Utilities |
Fidelity Convertible Risk Profiles
| Mean Deviation | 0.6705 | |||
| Semi Deviation | 0.9971 | |||
| Standard Deviation | 0.9206 | |||
| Variance | 0.8476 |
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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