Fidelity Series Opportunistic Fund Quote
| FVWSX Fund | USD 28.98 0.10 0.35% |
PerformanceSolid
| Odds Of DistressLow
|
Fidelity Series is trading at 28.98 as of the 19th of September 2025; that is 0.35 percent increase since the beginning of the trading day. The fund's open price was 28.88. Fidelity Series has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 21st of June 2025 and ending today, the 19th of September 2025. Click here to learn more.
The fund normally invests primarily in common stocks. It invests in securities of companies whose value Fidelity Management Research Company believes is not fully recognized by the public. The fund invests in domestic and foreign issuers. It invests in either growth stocks or value stocks or both.. More on Fidelity Series Opportunistic
Moving together with Fidelity Mutual Fund
Fidelity Mutual Fund Highlights
| Fund Concentration | Fidelity Investments Funds, Large Growth Funds, Large Growth, Fidelity Investments, Large Growth, Large Growth (View all Sectors) |
| Update Date | 30th of September 2025 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | December |
Fidelity Series Opportunistic [FVWSX] is traded in USA and was established 19th of September 2025. Fidelity Series is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Fidelity Investments family. This fund currently has accumulated 9.13 B in assets under management (AUM) with no minimum investment requirementsFidelity Series Oppo is currently producing year-to-date (YTD) return of 15.79% with the current yeild of 0.01%, while the total return for the last 3 years was 24.87%.
Check Fidelity Series Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Fidelity Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Fidelity Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Fidelity Series Opportunistic Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Fidelity Series Opportunistic Mutual Fund Constituents
| C | Citigroup | Stock | Financials | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| V | Visa Class A | Stock | Financials | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| QCOM | Qualcomm Incorporated | Stock | Information Technology | |
| PYPL | PayPal Holdings | Stock | Financials | |
| NVDA | NVIDIA | Stock | Information Technology | |
| NFLX | Netflix | Etf | Communication Services |
Fidelity Series Top Holders
| FFFGX | Fidelity Freedom 2045 | Mutual Fund | Target-Date 2045 | |
| FNSBX | Fidelity Freedom 2050 | Mutual Fund | Target-Date 2050 | |
| FZTKX | Fidelity Freedom 2050 | Mutual Fund | Target-Date 2050 | |
| FDKVX | Fidelity Freedom 2060 | Mutual Fund | Target-Date 2060+ | |
| FHFCX | Fidelity Advisor Freedom | Mutual Fund | Target-Date 2055 | |
| FFFFX | Fidelity Freedom 2040 | Mutual Fund | Target-Date 2040 | |
| FHGLX | Fidelity Advisor Freedom | Mutual Fund | Target-Date 2035 | |
| FCTHX | Fidelity Advisor Freedom | Mutual Fund | Target-Date 2035 |
Fidelity Series Oppo Risk Profiles
| Mean Deviation | 0.5483 | |||
| Semi Deviation | 0.3985 | |||
| Standard Deviation | 0.6907 | |||
| Variance | 0.477 |
Fidelity Series Against Markets
Other Information on Investing in Fidelity Mutual Fund
Fidelity Series financial ratios help investors to determine whether Fidelity Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Fidelity with respect to the benefits of owning Fidelity Series security.
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