Fidelity Series Opportunistic Insights Fund (FVWSX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
24.93
+0.24 (0.97%)
Jan 17, 2025, 11:50 AM EST
29.91%
Fund Assets 9.13B
Expense Ratio 0.84%
Min. Investment $0.00
Turnover n/a
Dividend (ttm) 1.59
Dividend Yield 6.38%
Dividend Growth 723.83%
Payout Frequency Annual
Ex-Dividend Date Dec 11, 2024
Previous Close 24.69
YTD Return 3.06%
1-Year Return 29.91%
5-Year Return 104.60%
52-Week Low n/a
52-Week High n/a
Beta (5Y) 0.98
Holdings 375
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 29.91% in the past year. Since the fund's inception, the average annual return has been 16.20%, including dividends.

Top 10 Holdings

50.47% of assets
Name Symbol Weight
Meta Platforms, Inc. META 12.19%
NVIDIA Corporation NVDA 9.55%
Berkshire Hathaway Inc. BRK.A 6.09%
Amazon.com, Inc. AMZN 4.99%
Microsoft Corporation MSFT 4.25%
Fidelity Cash Central Fund n/a 3.57%
Netflix, Inc. NFLX 2.76%
Apple Inc. AAPL 2.55%
Eli Lilly and Company LLY 2.41%
Vertex Pharmaceuticals Incorporated VRTX 2.11%
View More Holdings

Dividend History

Ex-Dividend Amount Pay Date
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
Feb 12, 2021 $0.512 Feb 16, 2021
Full Dividend History