Fidelity Series Opportunistic Insights Fund (FVWSX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
26.34
+0.14 (0.53%)
Dec 3, 2024, 9:30 AM EST
44.01%
Fund Assets 11.33B
Expense Ratio 0.84%
Min. Investment $0.00
Turnover 29.00%
Dividend (ttm) 0.19
Dividend Yield 0.74%
Dividend Growth -73.45%
Payout Frequency Annual
Ex-Dividend Date Dec 8, 2023
Previous Close 26.20
YTD Return 38.92%
1-Year Return 44.77%
5-Year Return 133.24%
52-Week Low 18.04
52-Week High 26.20
Beta (5Y) n/a
Holdings 363
Inception Date Dec 6, 2012

About FVWSX

The fund normally invests primarily in common stocks. It invests in securities of companies whose value Fidelity Management & Research Company (FMR) believes is not fully recognized by the public. The fund invests in domestic and foreign issuers. It invests in either "growth" stocks or "value" stocks or both.

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 44.77% in the past year. Since the fund's inception, the average annual return has been 16.86%, including dividends.

Top 10 Holdings

49.84% of assets
Name Symbol Weight
Meta Platforms, Inc. META 12.67%
NVIDIA Corporation NVDA 8.81%
Berkshire Hathaway Inc. BRK.A 6.05%
Microsoft Corporation MSFT 4.87%
Amazon.com, Inc. AMZN 4.70%
Eli Lilly and Company LLY 2.92%
Apple Inc. AAPL 2.91%
Netflix, Inc. NFLX 2.35%
Regeneron Pharmaceuticals, Inc. REGN 2.32%
Vertex Pharmaceuticals Incorporated VRTX 2.23%
View More Holdings

Dividend History

Ex-Dividend Amount Pay Date
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
Dec 11, 2020 $2.940 Dec 14, 2020
Full Dividend History