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Fidelity Convertible Securities Fund (FCCVX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend9M
37.20-0.15 (-0.40%)
At close: 08:01PM EST

Fidelity Convertible Securities Fund

Boston, MA 02109

82 Devonshire Street

Fidelity Financial Trust

Management Information
,Lead Manager since December 31, 2023
Rick Gandhi is a research analyst in the High Income and Alternatives division at Fidelity. In this role, Mr. Gandhi covers software and gaming. Previously, he was a research analyst that covered energy and technology as well as media which consisted of cable, broadcast, and satellite. Prior to joining Fidelity in 2009, Mr. Gandhi was an associate at Barclays Capital where he advised insurance clients on financing and investment solutions and an analyst at Morgan Stanley where his responsibilities were structuring and marketing interest rate and currency swaps to corporate clients. He has been in the financial industry since 2004. Mr. Gandhi earned his Bachelor of Science degree in economics from Guilford College and his Master of Business Administration in finance from the University of Chicago Booth School of Business.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryConvertibles
Fund FamilyFidelity Investments
Net Assets1.79B
YTD Return9.46%
Yield1.92%
Morningstar Rating★★★
Inception DateJan 4, 1987

Fund Operations

Last Dividend0.45
Last Cap Gain5.00
Holdings Turnover89.00%
Average for CategoryN/A

Fees & Expenses

ExpenseFCCVXCategory Average
Annual Report Expense Ratio (net)1.81%1.13%
Prospectus Net Expense Ratio1.81%N/A
Prospectus Gross Expense Ratio1.81%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A4.33%
Max Deferred Sales LoadN/A1.57%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A