A lowering of its Process Pillar rating is the primary driver of Fidelity Advisor® Convertible Secs M's downgrade to a Morningstar Quantitative Rating of Bronze from Silver. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.
- NAV / 1-Day Return 31.18 / 0.78 %
- Total Assets 1.7 Bil
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Adj. Expense Ratio
- Expense Ratio 1.280%
- Distribution Fee Level Above Average
- Share Class Type Front Load
- Category Convertibles
- Investment Style Small Value
- Min. Initial Investment 0
- Status Open
- TTM Yield 1.72%
- Turnover 85%
Morningstar’s Analysis FTCVX
Will FTCVX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.