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Fidelity Advisor Convertible Secs M (FTCVX)

30.97
-1.17
(-3.64%)
At close: 8:01:00 PM EDT
Loading Chart for FTCVX
  • Previous Close 32.14
  • YTD Return -3.83%
  • Expense Ratio 1.24%
  • Category Convertibles
  • Last Cap Gain 21.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 1.76B
  • Beta (5Y Monthly) 0.86
  • Yield 2.75%
  • 5y Average Return --
  • Holdings Turnover 70.00%
  • Last Dividend 0.94
  • Inception Date Feb 19, 2009

The fund normally invests at least 80% of assets in convertible securities. It potentially investing in other types of securities, including common stocks. The fund invests in domestic and foreign issuers. It 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.

Fidelity Investments

Fund Family

Convertibles

Fund Category

1.76B

Net Assets

2009-02-19

Inception Date

Performance Overview: FTCVX

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Trailing returns as of 4/3/2025. Category is Convertibles.

YTD Return

FTCVX
3.83%
Category
4.62%
 

1-Year Return

FTCVX
5.79%
Category
35.52%
 

3-Year Return

FTCVX
1.76%
Category
18.94%
 

5-Year Return

FTCVX
12.40%
Category
16.35%
 

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Holdings: FTCVX

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Sector Weightings

SectorFTCVX
Energy   20.98%
Utilities   20.74%
Technology   14.46%
Industrials   11.32%
Healthcare   2.09%
Real Estate   2.04%

Recent News: FTCVX

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Research Reports: FTCVX

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