Fidelity Series Opportunistic Insights Fund (FVWSX)
| Fund Assets | 12.01B |
| Expense Ratio | 0.84% |
| Min. Investment | $0.00 |
| Turnover | 23.00% |
| Dividend (ttm) | 1.79 |
| Dividend Yield | 6.67% |
| Dividend Growth | 829.53% |
| Payout Frequency | Annual |
| Ex-Dividend Date | Feb 14, 2025 |
| Previous Close | 26.91 |
| YTD Return | 11.04% |
| 1-Year Return | 9.59% |
| 5-Year Return | 105.60% |
| 52-Week Low | 20.78 |
| 52-Week High | 27.05 |
| Beta (5Y) | 1.02 |
| Holdings | 329 |
| 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.
Performance
FVWSX had a total return of 9.59% in the past year, including dividends. Since the fund's inception, the average annual return has been 16.23%.
Top 10 Holdings
52.42% of assets| Name | Symbol | Weight |
|---|---|---|
| Meta Platforms, Inc. | META | 13.65% |
| NVIDIA Corporation | NVDA | 8.89% |
| Berkshire Hathaway Inc. | BRK.A | 6.34% |
| Fidelity Cash Central Fund | n/a | 4.95% |
| Amazon.com, Inc. | AMZN | 4.87% |
| Microsoft Corporation | MSFT | 4.02% |
| Netflix, Inc. | NFLX | 3.68% |
| Visa Inc. | V | 2.26% |
| Amphenol Corporation | APH | 1.98% |
| JPMorgan Chase & Co. | JPM | 1.77% |
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 |