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Fidelity Series Opportunistic Insights Fund: (MF: FVWSX)
(NASDAQ Mutual Funds) As of Oct 16, 2025 05:11 PM ET
$28.66 USD
-0.45 (-1.55%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Sep 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 19.97 | 5 |
| 3 months | 6.47 | 44 |
| 6 months | 25.49 | 19 |
| 1 Year | 24.23 | 8 |
| 3 Year | 32.09 | 4 |
| 5 Year | 16.81 | 9 |
| 10 Year | 17.19 | 5 |
* Annual for three years and beyond.
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Portfolio Statistics
| % Unrealized Gain | 65.64 |
| % Yield | 0.57 |
| % SEC Yield | NA |
| Net Assets (Mil $) 9/30/2025 | 13,088.78 |
| % Turnover 9/30/2025 | 28.00 |
Risk
| 3 Year | 5 Year | 10 Year | |
|---|---|---|---|
| Beta | 1.01 | 1.01 | 1.01 |
| Alpha | 5.87 | 0.39 | 1.70 |
| R Squared | 0.88 | 0.90 | 0.89 |
| Std. Dev. | 14.35 | 16.82 | 16.41 |
| Sharpe | 1.91 | 0.89 | 1.00 |
Sector / Country Weightings
| As of 9/30/2025 | % of Portfolio |
|---|---|
| NA | NA |
Portfolio Holdings
| Top Equity Holdings (As of 6/30/2025) |
% of Portfolio | Value (Mil$) |
|---|---|---|
| META PLATFORMS INC | 15.28 | 1,847.26 |
| NVIDIA CORP | 10.32 | 1,247.35 |
| BERKSHIRE HATHAWAY INC CL | 6.05 | 731.72 |
| AMAZON.COM INC | 5.17 | 625.58 |
| MICROSOFT CORP | 4.38 | 529.32 |
| NETFLIX INC | 4.03 | 487.72 |
| TOTAL*MONEY MARKET | 2.95 | 356.65 |
| VISA INC | 2.21 | 267.42 |
| AMPHENOL CORP | 2.17 | 262.39 |
Stock Holding % of Net Assets
| As Of | 6/30/2025 |
| Total Issues | 321 |
| Avg. P/E | 30.25 |
| Avg. P/Book | 5.31 |
| Avg. EPS Growth | 11.94 |
| Avg. Market Value (Mil $) | 740,912 |
Composition
| % of Portfolio | |
| Stocks | 97.58 |
| Foreign Stocks | 9.04 |
| Cash | 2.95 |
| Bonds | 0.00 |
| Foreign Bonds | 0.00 |
| Preferred | 0.00 |
| Convertible | 1.48 |
| Other | -2.01 |
| Foreign Hedged | 0.00 |
Style Analysis
| % of Portfolio | |
| Large Growth | 73.79 |
| Large Value | 0.00 |
| Small Growth | 8.26 |
| Small Value | 0.00 |
| Foreign Stock | 0.00 |
| Emerging Market | 0.00 |
| Precious Metal | 0.00 |
| Intermediate Bond | 0.00 |
| Foreign Bond | 0.00 |
| High Yield Bond | 7.44 |