Nasdaq - Delayed Quote USD

Fidelity Series Opportunistic Insights Fund (FVWSX)

23.85 +0.03 (+0.13%)
At close: 5:20 PM EDT

Top 10 Holdings (48.63% of Total Assets)

SymbolCompany% Assets
META
Meta Platforms, Inc. 11.32%
NVDA
NVIDIA Corporation 7.72%
BRK.A
BRK.A 5.98%
MSFT
Microsoft Corporation 5.49%
AMZN
Amazon.com, Inc. 5.24%
LLY
Eli Lilly and Company 3.31%
AAPL
Apple Inc. 2.52%
REGN
Regeneron Pharmaceuticals, Inc. 2.46%
VRTX
Vertex Pharmaceuticals Incorporated 2.41%
NFLX
Netflix, Inc. 2.17%

Sector Weightings

SectorFVWSX
Technology   27.07%
Healthcare   12.96%
Industrials   7.96%
Energy   2.84%
Utilities   0.91%
Real Estate   0.00%

Overall Portfolio Composition (%)

Cash 1.56%
Stocks 96.89%
Bonds 0.00%
Others 1.54%
Preferred 0.01%
Convertible 0.00%

Bond Ratings

US Government 0.00%
AAA --
AA --
A --
BBB --
BB --
B --
Below B --
Other --

Equity Holdings

Average FVWSX Category Average
Price/Earnings 0.04 34.82
Price/Book 0.2 8.34
Price/Sales 0.26 4.62
Price/Cashflow 0.05 23.95
Median Market Cap 364,073.31 310,214.47
3 Year Earnings Growth 24.79 23.61

Bond Holdings

Average FVWSX Category Average
Maturity -- 3.63
Duration 8 2.73
Credit Quality -- --

Performance & Risk

YTD Return 26.30%
5y Average Return 17.43%
Rank in Category (ytd) 2
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.02
Morningstar Risk Rating

Fund Overview

Category Large Growth
Fund Family Fidelity Investments
Net Assets 10.91B
YTD Return 21.31%
Yield 0.84%
Morningstar Rating
Inception Date Dec 06, 2012

Fund Summary

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.

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