Fidelity Series Opportunistic Insights Fund (FVWSX)
NASDAQ · Mutual Fund
· Delayed Price · Currency is USD
24.87
+0.23 (0.93%)
Feb 26, 2025, 4:00 PM EST
13.56% (1Y)
| Fund Assets | 9.13B |
| Expense Ratio | 0.84% |
| Min. Investment | $0.00 |
| Turnover | n/a |
| Dividend (ttm) | 1.79 |
| Dividend Yield | 7.63% |
| Dividend Growth | 829.53% |
| Payout Frequency | Annual |
| Ex-Dividend Date | Feb 14, 2025 |
| Previous Close | 24.64 |
| YTD Return | 2.81% |
| 1-Year Return | 13.56% |
| 5-Year Return | 138.42% |
| 52-Week Low | n/a |
| 52-Week High | n/a |
| Beta (5Y) | 1.00 |
| Holdings | 370 |
| Inception Date | Dec 6, 2012 |
About FVWSX
FVWSX was founded on 2012-12-06. The Fund's investment strategy focuses on Growth with 0.0% total expense ratio. Fidelity Contrafund: Fidelity Series Opportunistic Insights Fund seeks capital appreciation. FVWSX will be investing in securities of companies whose value Fidelity Management & Research Company believes is not fully recognized by the public. FVWSX will invest in either "growth" stocks or "value" stocks or both. FVWSX will Invest in domestic and foreign issuers.
Fund Family Fidelity
Category Large Growth
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol FVWSX
Index Russell 3000 TR
Performance
FVWSX had a total return of 13.56% in the past year. Since the fund's inception, the average annual return has been 15.97%, including dividends.
Top 10 Holdings
52.20% of assets| Name | Symbol | Weight |
|---|---|---|
| Meta Platforms, Inc. | META | 12.84% |
| NVIDIA Corporation | NVDA | 9.57% |
| Berkshire Hathaway Inc. | BRK.A | 5.91% |
| Amazon.com, Inc. | AMZN | 5.44% |
| Fidelity Revere Street Trust - Fidelity Cash Central Fund | n/a | 4.47% |
| Microsoft Corporation | MSFT | 4.26% |
| Netflix, Inc. | NFLX | 2.82% |
| Apple Inc. | AAPL | 2.59% |
| Eli Lilly and Company | LLY | 2.19% |
| Alphabet Inc. | GOOGL | 2.09% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Feb 14, 2025 | $0.204 | Feb 18, 2025 |
| Dec 11, 2024 | $1.590 | Dec 12, 2024 |
| Dec 8, 2023 | $0.193 | Dec 11, 2023 |
| Dec 9, 2022 | $0.727 | Dec 12, 2022 |
| Feb 4, 2022 | $0.460 | Feb 7, 2022 |
| Dec 10, 2021 | $3.927 | Dec 13, 2021 |