FIQVX Mutual Fund

FIQVX Mutual Fund (Fidelity Convertible Securities Fund Class Z) is managed by Fidelity Investments (US) with $144.9M in net assets. FIQVX expense ratio is 0.55%, holding 410 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2018-10-02.

FIQVX performance shows a YTD return of 12.71%. The 1-year return is 16.10% and the 5-year return is 8.28%. FIQVX dividend yield stands at 2.29%, paid quarterly.

FIQVX 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 FIQVX holdings, FIQVX sectors, or FIQVX dividends.

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