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Fidelity Series Opportunistic Insights Fund: (MF: FVWSX)
(NASDAQ Mutual Funds) As of Apr 25, 2024 08:00 PM ET
$21.41 USD
-0.27 (-1.25%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 18.55 | 1 |
| 3 months | 18.55 | 1 |
| 6 months | 32.07 | 5 |
| 1 Year | 44.95 | 4 |
| 3 Year | 12.50 | 5 |
| 5 Year | 16.73 | 7 |
| 10 Year | 14.63 | 6 |
* Annual for three years and beyond.
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Portfolio Statistics
| % Unrealized Gain | 48.97 |
| % Yield | 0.00 |
| % SEC Yield | NA |
| Net Assets (Mil $) 3/31/2024 | 10,589.55 |
| % Turnover 3/31/2024 | 29.00 |
Risk
| 3 Year | 5 Year | 10 Year | |
|---|---|---|---|
| Beta | 1.02 | 0.98 | 0.99 |
| Alpha | 0.99 | 1.89 | 1.73 |
| R Squared | 0.92 | 0.92 | 0.89 |
| Std. Dev. | 18.60 | 18.77 | 15.95 |
| Sharpe | 0.61 | 0.87 | 2.00 |
Sector / Country Weightings
| As of 3/31/2024 | % of Portfolio |
|---|---|
| Technology | 31.66 |
| Finance | 22.36 |
| Health | 10.76 |
| Retail Trade | 9.92 |
| Energy | 5.64 |
| Industrial Cyclical | 5.53 |
| Other | 5.07 |
| Non-Durable | 4.15 |
| Consumer Durables | 3.01 |
| Services | 1.62 |
| Utilities | 0.28 |
Portfolio Holdings
| Top Equity Holdings (As of 12/31/2023) |
% of Portfolio | Value (Mil$) |
|---|---|---|
| META PLATFORMS INC | 9.99 | 937.52 |
| MICROSOFT CORP | 5.92 | 555.50 |
| BERKSHIRE HATHAWAY INC CL | 5.80 | 544.80 |
| AMAZON.COM INC | 4.87 | 457.25 |
| NVIDIA CORP | 4.78 | 449.00 |
| APPLE INC | 3.85 | 361.59 |
| TOTAL*MONEY MARKET | 3.00 | 281.49 |
| VERTEX PHARMACEUTICALS IN | 2.80 | 262.89 |
| ELI LILLY & CO | 2.64 | 248.24 |
Stock Holding % of Net Assets
| As Of | 12/31/2023 |
| Total Issues | 307 |
| Avg. P/E | 29.67 |
| Avg. P/Book | 4.67 |
| Avg. EPS Growth | 13.95 |
| Avg. Market Value (Mil $) | 500,592 |
Allocation
| % of Portfolio | |
| Large Growth | 59.89 |
| Large Value | 0.00 |
| Small Growth | 0.00 |
| Small Value | 0.00 |
| Foreign Stock | 10.92 |
| Emerging Market | 8.31 |
| Precious Metal | 0.00 |
| Intermediate Bond | 0.00 |
| Foreign Bond | 0.00 |
| High Yield Bond | 0.00 |