NASDAQ · Asset Management

Fidelity Convertible Securities Fund (FCVSX) Stock

$42.63 +1.19% NASDAQ: FCVSX Financial Services

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.

Valuation

MetricValue
Price$42.63
Market Cap$2.72B
P/E Ratio
P/B Ratio
P/S Ratio
EPS (TTM)
52-Week High$45.59
52-Week Low$36.47
Dividend Yield1.41%

Financials & Margins

MetricValue
ROE
ROA
ROCE
Gross Margin
Operating Margin
Net Margin
Debt/Equity
Current Ratio

Valuation & Return Ratios

MetricValue
PEG Ratio
EV / EBITDA
FCF Yield
Quick Ratio
Interest Coverage
Return 1Y27.80%
Return 3Y63.52%
Return 5Y51.94%

Peer Comparison

TickerPriceChangeP/EMarket CapDiv Yield
ACINXColumbia Acorn International Inst $23.94 +0.46% 266.00 $2.11B 3.34%
EAPCXParametric Commodity Strategy Fund $7.96 +0.89% 26.53 $2.95B 10.93%
FDEQXFidelity Disciplined Equity Fund $83.19 -0.22% $2.48B 7.19%
HSVRXHarbor Small Cap Value Admin $55.94 -0.44% 23.34 $2.67B 2.15%
OILGXOptimum Large Cap Growth Instl $26.91 -0.26% $2.04B 13.45%

About Fidelity Convertible Securities Fund

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.

Fidelity Convertible Securities Fund is headquartered in US.

Fidelity Convertible Securities Fund (FCVSX) stock trades at $42.63 with a market capitalization of $2.72B. Over the past 52 weeks the stock has ranged between $36.47 and $45.59, and currently trades 6.5% below its 52-week high. It pays a dividend yielding 1.41%.

Official website: fundresearch.fidelity.com/mutual-funds/summary/316145200

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