FCCVX Mutual Fund

FCCVX Mutual Fund (Fidelity Convertible Securities Fund Class C) is managed by Fidelity Investments (US) with $8.0M in net assets. FCCVX expense ratio is 1.71%, holding 410 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2009-02-19.

FCCVX performance shows a YTD return of 11.74%. The 1-year return is 14.76% and the 5-year return is 7.04%. FCCVX dividend yield stands at 1.21%, paid quarterly.

FCCVX top holdings include Western Digital Corporation 3% Nov 15, 2028 (2.8%), Alphabet Inc Prf Perpetual Usd 1000 - 1/20Th Int Ser A (2.5%), Alphabet Inc Prf Perpetual Usd 1000 - 1/20Th Int Ser B (2.5%), The Boeing Co., Preferred 6.00% (2.1%), Lumentum Holdings Inc 144A 0.38% Mar 15, 2032 (1.4%). Go to all FCCVX holdings, FCCVX sectors, or FCCVX dividends.

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