Fidelity Vertible Securities Fund Quote
| FIQVX Fund | USD 35.63 0.08 0.23% |
PerformanceVery Weak
| Odds Of DistressLow
|
Fidelity Convertible is trading at 35.63 as of the 17th of February 2025; that is 0.23% up since the beginning of the trading day. The fund's open price was 35.55. Fidelity Convertible has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 18th of January 2025 and ending today, the 17th of February 2025. Click here to learn more.
The fund normally invests at least 80 percent of assets in convertible securities. It potentially investing in other types of securities, including common stocks. The fund invests in domestic and foreign issuers. It uses fundamental analysis of factors such as each issuers financial condition and industry position, as well as market and economic conditions, to select investments.. More on Fidelity Vertible Securities
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Fidelity Mutual Fund Highlights
| Fund Concentration | Fidelity Investments Funds, Large Funds, Convertibles Funds, Convertibles, Fidelity Investments, Large, Convertibles (View all Sectors) |
| Update Date | 31st of December 2024 |
Fidelity Vertible Securities [FIQVX] is traded in USA and was established 17th of February 2025. Fidelity Convertible is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Convertibles category and is part of Fidelity Investments family. This fund currently has accumulated 1.43 B in assets under management (AUM) with no minimum investment requirementsFidelity Convertible is currently producing year-to-date (YTD) return of 4.06% with the current yeild of 0.03%, while the total return for the last 3 years was 6.06%.
Check Fidelity Convertible Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Fidelity Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Fidelity Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Fidelity Vertible Securities Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Fidelity Vertible Securities Mutual Fund Constituents
| STNG | Scorpio Tankers | Stock | Energy | |
| AAPL | Apple Inc | Stock | Information Technology | |
| DHT | DHT Holdings | Stock | Energy | |
| FRO | Frontline | Stock | Energy | |
| NEM | Newmont Goldcorp Corp | Stock | Materials |
Fidelity Convertible Risk Profiles
| Mean Deviation | 0.6482 | |||
| Standard Deviation | 0.892 | |||
| Variance | 0.7957 | |||
| Risk Adjusted Performance | (0.01) |
Fidelity Convertible Against Markets
Other Information on Investing in Fidelity Mutual Fund
Fidelity Convertible financial ratios help investors to determine whether Fidelity Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Fidelity with respect to the benefits of owning Fidelity Convertible security.
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