Back to top
more

Fidelity Convertible Securities Fund: (MF: FCVSX)

(NASDAQ Mutual Funds) As of Oct 23, 2026 05:19 PM ET

$39.01 USD

-0.01 (-0.03%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Sep 30, 2026

Total Return %* Percentile Rank Objective
YTD 14.62 21
3 months -5.79 41
6 months 10.15 42
1 Year 15.98 24
3 Year 17.70 20
5 Year 8.34 1
10 Year 12.31 6

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 123.67
Bear Market (10/07 - 2/09) -54.14
Bull Market (2/09 - 3/21) 878.79

Load Adjusted Returns as of Sep 30, 2026

1 Year 15.98
5 Year 8.33
10 Year 12.31
Since Inception 10.80

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 4.05 16.93 -5.79 NA
2025 -3.69 10.45 9.99 1.18
2024 3.11 0.25 5.83 4.11
2023 4.03 3.28 -1.70 5.49
2022 -3.42 -16.64 1.41 3.75
2021 3.90 3.99 -0.46 2.31

Annual Return

20262025202420232022202120202019201820172016
% Total Return 14.6218.3913.9011.41-15.3010.0442.5928.57-1.489.655.96
% Total Return Rel to Index 1.870.17-11.11-14.832.89-18.6424.19-2.912.90-12.14-5.97
% Total Return Rel to Peer 2.632.152.812.592.785.690.816.96-0.01-2.99-1.51
% Perf Quintile vs Peer* 2.003.001.001.002.001.003.001.003.004.003.00
% Dividends 0.261.121.130.690.690.601.160.450.960.720.89
% Yield 1.982.763.062.692.231.352.601.373.502.453.18
Capital Gains ($) 0.003.031.430.000.436.923.140.571.510.580.41
Expense Ratio 0.620.640.700.740.720.670.620.510.450.450.45

* 1 = Top 20%, 5 = Bottom 20%