Advertisement
Skip to Content

Fidelity Advisor® Convertible Secs M FTCVX

Quantitative rating as of
  • NAV / 1-Day Return 31.18  /  0.78 %
  • Total Assets 1.7 Bil
  • Adj. Expense Ratio
    1.280%
  • 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.

Summary

|

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.

Unlock our full analysis with Morningstar Investor