Fidelity Series Opportunistic Insights Fund (FVWSX)
NASDAQ · Mutual Fund
· Delayed Price · Currency is USD
25.01
+0.35 (1.42%)
May 13, 2025, 3:53 PM EDT
11.55% (1Y)
| Fund Assets | 9.13B |
| Expense Ratio | 0.84% |
| Min. Investment | $0.00 |
| Turnover | n/a |
| Dividend (ttm) | 1.79 |
| Dividend Yield | 7.27% |
| Dividend Growth | 829.53% |
| Payout Frequency | Annual |
| Ex-Dividend Date | Feb 14, 2025 |
| Previous Close | 24.66 |
| YTD Return | 1.94% |
| 1-Year Return | 9.99% |
| 5-Year Return | 112.95% |
| 52-Week Low | n/a |
| 52-Week High | n/a |
| Beta (5Y) | 1.01 |
| Holdings | 324 |
| 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
Stock Exchange NASDAQ
Ticker Symbol FVWSX
Index Russell 3000 TR
Performance
FVWSX had a total return of 9.99% in the past year, including dividends. Since the fund's inception, the average annual return has been 15.65%.
Top 10 Holdings
52.20% of assets| Name | Symbol | Weight |
|---|---|---|
| Meta Platforms, Inc. | META | 13.76% |
| NVIDIA Corporation | NVDA | 8.23% |
| Berkshire Hathaway Inc. | BRK.A | 7.56% |
| Amazon.com, Inc. | AMZN | 5.13% |
| Fidelity Cash Central Fund | n/a | 3.78% |
| Microsoft Corporation | MSFT | 3.76% |
| Netflix, Inc. | NFLX | 3.21% |
| Apple Inc. | AAPL | 2.38% |
| Eli Lilly and Company | LLY | 2.33% |
| Visa Inc. | V | 2.06% |
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 |