Fidelity Series Opportunistic Insights Fund (FVWSX)

Fund Assets	14.76B
Expense Ratio	0.84%
Min. Investment	$0.00
Turnover	49.00%
Dividend (ttm)	4.16
Dividend Yield	14.76%
Dividend Growth	132.05%
Payout Frequency	Semi-Annual
Ex-Dividend Date	Feb 13, 2026

Previous Close	28.16
YTD Return	10.63%
1-Year Return	18.27%
5-Year Return	91.88%
52-Week Low	23.56
52-Week High	29.83
Beta (5Y)	1.05
Holdings	460
Inception Date	Dec 6, 2012

About FVWSX

Fidelity Series Opportunistic Insights Fund is a diversified mutual fund focused on capital appreciation through equity investments. The fund primarily allocates assets to common stocks of companies whose intrinsic value is believed to be underappreciated by the broader market. Its strategy is flexible, enabling investments across both growth and value stocks, as well as in domestic and foreign issuers. The fund seeks opportunities in firms experiencing positive fundamental changes, such as leadership transitions, product innovation, or strategic restructuring, and may also target companies temporarily out of favor for non-recurring reasons. Managed by Fidelity, the fund is most often used as an underlying component in larger asset allocation products, including retirement portfolios. Classified in the large growth category, it maintains significant concentrations in sectors like technology, healthcare, consumer cyclical, and financial services, with top holdings frequently including leading U.S. corporations. As a core holding in multi-asset funds, Fidelity Series Opportunistic Insights Fund plays a key role in providing diversified equity exposure and potential long-term growth within institutional and retirement investment frameworks.

• Fund Family: Fidelity
• Category: Large Growth
• Performance Rating: High
• Risk Rating: Below Average
• Stock Exchange: NASDAQ
• Ticker Symbol: FVWSX
• Index: Russell 3000 TR

Performance

FVWSX had a total return of 18.27% in the past year, including dividends. Since the fund's inception, the average annual return has been 17.07%.

Top 10 Holdings

42.74% of assets

Name	Symbol	Weight
NVIDIA Corporation	NVDA	9.36%
Meta Platforms, Inc.	META	6.34%
Space Exp Tech A(180 Day Lu)	n/a	5.16%
Alphabet Inc.	GOOGL	5.09%
Amazon.com, Inc.	AMZN	4.22%
Fidelity Cash Central Fund	n/a	3.21%
Berkshire Hathaway Inc.	BRK.A	2.44%
Eli Lilly and Company	LLY	2.35%
Alphabet Inc.	GOOG	2.35%
GE Vernova Inc.	GEV	2.20%

Dividend History

Ex-Dividend	Amount	Pay Date
Feb 13, 2026	$0.020	Feb 17, 2026
Dec 10, 2025	$4.143	Dec 11, 2025
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

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Aug 7, 2026

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