Nasdaq - Delayed Quote • USD
Fidelity Series Opportunistic Insights Fund (FVWSX)
At close: 5:20 PM EDT
Top 10 Holdings (48.63% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorFVWSX
Technology 27.07%
Communication Services 19.15%
Financial Services 14.43%
Healthcare 12.96%
Consumer Cyclical 10.86%
Industrials 7.96%
Energy 2.84%
Basic Materials 2.27%
Consumer Defensive 1.55%
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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