Fidelity Convertible Securities FundFIQVX
Type
Mutual fund
Peer group
Taxable bond
Net assets
$2.3B
Expense ratio
0.55%
1-year return
+23.2%
3 years, a year
+17.4%
5 years, a year
+8.3%
12-month yield
9.50%
Holdings
357
What it aims to do.
Fidelity Convertible Securities Fund seeks a high level of total return through a combination of current income and capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| WDC Western Digital Corp | 3.43% |
| BA Boeing Co | 2.44% |
| Dht Holdings Inc | 1.76% |
| LITE Lumentum Holdings Inc | 1.68% |
| LITE Lumentum Holdings Inc | 1.47% |
| Welltower Op Llc | 1.38% |
| WFC WELLS FARGO and CO | 1.37% |
| GME Gamestop Corp New | 1.34% |
| LITE Lumentum Holdings Inc | 1.31% |
| Fidelity Revere Street Trust | 1.09% |
More on FIQVX.
- FIQVX overview
- FIQVX holdings
- FIQVX risk
- FIQVX costs
- FIQVX money in and out
- FIQVX share classes
- Compare FIQVX with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.