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.
- NAV / 1-Day Return 30.62 / 0.49 %
- Total Assets 1.6 Bil
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Adj. Expense Ratio
- 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.