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Morningstar

Fidelity® Convertible Securities FCVSX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 31.02  /  0.49 %
  • Total Assets 1.6 Bil
  • Adj. Expense Ratio
    0.720%
  • Expense Ratio 0.670%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Convertibles
  • Investment Style Small Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 2.31%
  • Turnover 85%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis FCVSX

Will FCVSX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FCVSX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the FCVSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of FCVSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Strength in Fidelity® Convertible Securities’s People Pillar and Parent Pillar drive this strategy's Morningstar Quantitative Rating of Gold. The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

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