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Fidelity Advisor Convertible Secs A (FACVX)

35.35 +0.16 (+0.45%)
At close: 8:01 PM EDT
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DELL
  • Previous Close 35.19
  • YTD Return 9.18%
  • Expense Ratio 1.04%
  • Category Convertibles
  • Last Cap Gain 5.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 1.79B
  • Beta (5Y Monthly) 0.84
  • Yield 2.58%
  • 5y Average Return --
  • Holdings Turnover 89.00%
  • Last Dividend 0.47
  • Inception Date Feb 19, 2009

The fund normally invests at least 80% of assets in convertible securities, which are often lower-quality debt securities and perform more like a stock when the underlying share price is high and more like a bond when the underlying share price is low. It invests in other types of securities, including common stocks. The fund invests in domestic and foreign issuers. The advisor 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

1.79B

Net Assets

2009-02-19

Inception Date

Performance Overview: FACVX

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Trailing returns as of 10/17/2024. Category is Convertibles.

YTD Return

FACVX
9.18%
Category
4.62%
?

1-Year Return

FACVX
15.08%
Category
35.52%
?

3-Year Return

FACVX
1.53%
Category
18.94%
?

5-Year Return

FACVX
11.67%
Category
16.35%
?

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Holdings: FACVX

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Top 3 Holdings (4.49% of Total Assets)

SymbolCompany% Assets
BACPL
BACPL 1.88%
DHT
DHT Holdings, Inc. 1.32%
WFCPL
WFCPL 1.30%

Sector Weightings

Recent News: FACVX

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Research Reports: FACVX

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