Advertisement
Skip to Content

Fidelity Advisor® Convertible Secs C FCCVX

Quantitative rating as of
  • NAV / 1-Day Return 30.62  /  0.49 %
  • Total Assets 1.6 Bil
  • Adj. Expense Ratio
    1.790%
  • Expense Ratio 1.740%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Convertibles
  • Investment Style Small Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.15%
  • Turnover 85%

Morningstar’s Analysis FCCVX

Will FCCVX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

|

A drop in its Process Pillar rating is the primary driver of Fidelity Advisor® Convertible Secs C's downgrade to a Morningstar Quantitative Rating of Neutral from Bronze. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

Unlock our full analysis with Morningstar Investor