Fidelity Convertible Securities Fund (FCVSX) Research

This fund primarily allocates a minimum of 80% of its portfolio to convertible securities. These instruments, frequently characterized as lower-rated debt, exhibit a dual nature: they tend to mirror stock performance when the associated equity is appreciating, but revert to bond-like characteristics if the underlying stock price declines. Beyond convertibles, the fund also holds various other securities, such as common equities, from both domestic and international companies. Investment selections are made by the advisor based on rigorous fundamental analysis, evaluating aspects like an issuer's financial health, competitive standing within its industry, and prevailing market and economic landscapes.

Market snapshot

Symbol
FCVSX
Price
$45.08
Day change
+1.21%
Market cap
$2.6B
52-week range
35.25-45.59
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Columbia Acorn International Fund (ACINX)
  • Parametric Commodity Strategy Fund (EAPCX)
  • Fidelity Disciplined Equity Fund (FDEQX)
  • Harbor Small Cap Value Fund (HSVRX)
  • Optimum Large Cap Growth Fund (OILGX)
  • Virtus KAR Small-Cap Core Fund (PKSAX)
  • Rydex NASDAQ-100 Fund (RYCOX)

Open Fidelity Convertible Securities Fund (FCVSX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.