Nasdaq - Delayed Quote USD

Fidelity Convertible Securities Fund (FCCVX)

33.03 -0.02 (-0.06%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 4.18%
5y Average Return 9.50%
Number of Years Up 10
Number of Years Down 4
Best 1Y Total Return (Sep 5, 2024) 41.07%
Worst 1Y Total Return (Sep 5, 2024) --
Best 3Y Total Return 41.07%
Worst 3Y Total Return 0.19%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FCCVX
Category
YTD
4.66%
4.62%
1-Month
1.76%
1.90%
3-Month
5.09%
2.89%
1-Year
5.36%
35.52%
3-Year
-0.39%
18.94%
5-Year
9.57%
16.35%
10-Year
6.81%
10.69%
Last Bull Market
11.93%
13.19%
Last Bear Market
-16.89%
-16.08%

Annual Total Return (%) History

Year
FCCVX
Category
2024
--
--
2023
10.23%
--
2022
-16.21%
--
2021
8.88%
--
2020
41.07%
39.91%
2019
27.26%
21.48%
2018
-2.51%
-2.11%
2017
8.52%
12.18%

2016
4.87%
7.68%
2015
-10.29%
-3.67%
2014
8.13%
6.37%
2013
22.75%
21.66%
2012
15.56%
10.92%
2011
-8.28%
-5.62%
2010
19.53%
16.77%
2009
--
40.58%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 2.84% 0.01% -- --
2023 3.78% 2.99% -1.98% 5.22%
2022 -3.67% -16.89% 1.17% 3.44%
2021 3.64% 3.68% -0.71% 2.04%
2020 -12.22% 20.20% 12.23% 19.13%
2019 11.26% 5.61% -0.26% 8.59%
2018 0.04% 3.98% 2.12% -8.22%
2017 3.44% 0.98% 1.70% 2.16%
2016 -2.29% 2.04% 4.93% 0.24%
2015 0.84% -3.82% -8.52% 1.11%

2014 1.89% 4.55% -1.92% 3.49%
2013 7.49% 2.10% 5.26% 6.26%
2012 11.54% -6.31% 4.83% 5.49%
2011 6.47% -1.38% -17.21% 5.50%
2010 5.98% -7.43% 9.90% 10.86%
2009 31.83% 19.78% 4.57% --

Rank in Category (By Total Return)

YTD 44
1-Month 34
3-Month 28
1-Year 56
3-Year 25
5-Year 15

Load Adjusted Returns

1-Year 4.36%
3-Year -0.39%
5-Year 9.57%
10-Year 6.81%

Performance & Risk

YTD Return 4.18%
5y Average Return 9.50%
Rank in Category (ytd) 44
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.84
Morningstar Risk Rating

Fund Overview

Category Convertibles
Fund Family Fidelity Investments
Net Assets 1.76B
YTD Return 4.66%
Yield 1.94%
Morningstar Rating
Inception Date Feb 19, 2009

Fund Summary

The fund normally invests at least 80% of assets in convertible securities, which are often lower-quality debt securities and perform more like a stock when the underlying share price is high and more like a bond when the underlying share price is low. It invests in other types of securities, including common stocks. The fund invests in domestic and foreign issuers. The advisor uses fundamental analysis of factors such as each issuer's financial condition and industry position, as well as market and economic conditions, to select investments.

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