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% (1Y)
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 assetsName | 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% |
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 |