FCVSX – Fidelity Convertible Securities Investment Strategy | Morningstar

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Strategy

The investment seeks a high level of total return through a combination of current income and capital appreciation. The fund normally invests at least 80% of assets in convertible securities. It potentially investing in other types of securities, including common stocks. The fund invests in domestic and foreign issuers. It 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.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
FCVSX	Fidelity Convertible Securities Fund	No Load	Open			Jan 5, 1987	$2.03B	0.640%	Low	$0	−$26.23M
FICVX	Fidelity Advisor Convertible Securities Fund - Class I	Institutional	Open			Feb 19, 2009	$146.10M	0.680%	Low	$0	$14.41M
FIQVX	Fidelity Advisor Convertible Securities Fund - Class Z	Institutional	Open			Oct 2, 2018	$145.66M	0.550%	Low	$0	$14.04M
FACVX	Fidelity Advisor Convertible Securities Fund - Class A	Front Load	Open			Feb 19, 2009	$67.63M	0.940%	Low	$0	$4.38M
FTCVX	Fidelity Advisor Convertible Securities Fund - Class M	Front Load	Open			Feb 19, 2009	$19.44M	1.190%	Above Average	$0	$9.21M
FCCVX	Fidelity Advisor Convertible Securities Fund - Class C	Level Load	Open			Feb 19, 2009	$7.73M	1.710%	Below Average	$0	−$428,530.16

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