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Fidelity® Convertible Securities FCVSX

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%

Morningstar’s Analysis FCVSX

Will FCVSX outperform in future?

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

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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