Fidelity Series Opportunistic Insights Fund
FVWSX
NASDAQ
| Weiss Ratings | FVWSX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Good | |||
| Reward Grade | B- | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | FVWSX-NASDAQ | Click to Compare |
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| Provider | Fidelity Investments | |||
| Manager/Tenure (Years) | William Danoff (12), Matthew Drukker (0), Nidhi Gupta (0) | |||
| Website | http://www.institutional.fidelity.com | |||
| Fund Information | FVWSX-NASDAQ | Click to Compare |
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| Fund Name | Fidelity Series Opportunistic Insights Fund | |||
| Category | Large Growth | |||
| Sub-Category | US Equity Large Cap Growth | |||
| Prospectus Objective | Growth | |||
| Inception Date | Dec 06, 2012 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | FVWSX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.65% | |||
| Dividend | FVWSX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.75% | |||
| Asset Allocation | FVWSX-NASDAQ | Click to Compare |
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| Cash | 3.94% | |||
| Stock | 93.73% | |||
| U.S. Stock | 86.68% | |||
| Non-U.S. Stock | 7.05% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 2.33% | |||
| Price History | FVWSX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.89% | |||
| 30-Day Total Return | 6.11% | |||
| 60-Day Total Return | 13.95% | |||
| 90-Day Total Return | 11.54% | |||
| Year to Date Total Return | 9.86% | |||
| 1-Year Total Return | 17.62% | |||
| 2-Year Total Return | 69.36% | |||
| 3-Year Total Return | 97.78% | |||
| 5-Year Total Return | 123.00% | |||
| Price | FVWSX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | FVWSX-NASDAQ | Click to Compare |
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| Nav | -- | |||
| 1-Month Low NAV | $25.25 | |||
| 1-Month High NAV | $26.05 | |||
| 52-Week Low NAV | $20.78 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $26.84 | |||
| 52-Week High Price (Date) | Dec 06, 2024 | |||
| Beta / Standard Deviation | FVWSX-NASDAQ | Click to Compare |
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| Beta | 0.96 | |||
| Standard Deviation | 17.26 | |||
| Balance Sheet | FVWSX-NASDAQ | Click to Compare |
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| Total Assets | 12.01B | |||
| Operating Ratios | FVWSX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.00% | |||
| Turnover Ratio | 23.00% | |||
| Performance | FVWSX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 22.06% | |||
| Last Bear Market Total Return | -19.91% | |||