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Fidelity Series Opportunistic Insights Fund: (MF: FVWSX)
(NASDAQ Mutual Funds) As of Aug 1, 2025 08:00 PM ET
$27.32 USD
-0.50 (-1.80%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 12.68 | 3 |
| 3 months | 17.86 | 17 |
| 6 months | 12.68 | 3 |
| 1 Year | 21.32 | 9 |
| 3 Year | 28.08 | 3 |
| 5 Year | 18.06 | 4 |
| 10 Year | 15.85 | 4 |
* Annual for three years and beyond.
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Portfolio Statistics
| % Unrealized Gain | -37.93 |
| % Yield | 0.61 |
| % SEC Yield | NA |
| Net Assets (Mil $) 6/30/2025 | 12,398.65 |
| % Turnover 6/30/2025 | 23.00 |
Risk
| 3 Year | 5 Year | 10 Year | |
|---|---|---|---|
| Beta | 0.98 | 1.03 | 1.01 |
| Alpha | 7.53 | 1.08 | 2.00 |
| R Squared | 0.91 | 0.91 | 0.89 |
| Std. Dev. | 16.18 | 17.65 | 16.61 |
| Sharpe | 1.49 | 0.94 | 2.00 |
Sector / Country Weightings
| As of 6/30/2025 | % of Portfolio |
|---|---|
| Finance | 30.79 |
| Technology | 26.78 |
| Retail Trade | 9.89 |
| Other | 8.83 |
| Health | 7.96 |
| Industrial Cyclical | 5.92 |
| Non-Durable | 4.78 |
| Services | 1.50 |
| Energy | 1.43 |
| Consumer Durables | 1.13 |
| Utilities | 0.99 |
Portfolio Holdings
| Top Equity Holdings (As of 3/31/2025) |
% of Portfolio | Value (Mil$) |
|---|---|---|
| META PLATFORMS INC | 13.29 | 1,459.37 |
| NVIDIA CORP | 7.94 | 871.81 |
| BERKSHIRE HATHAWAY INC CL | 7.30 | 801.64 |
| AMAZON.COM INC | 4.95 | 543.68 |
| TOTAL*MONEY MARKET | 3.77 | 414.52 |
| MICROSOFT CORP | 3.61 | 396.36 |
| NETFLIX INC | 3.10 | 340.94 |
| APPLE INC | 2.28 | 250.54 |
| ELI LILLY & CO | 2.23 | 244.76 |
Stock Holding % of Net Assets
| As Of | 3/31/2025 |
| Total Issues | 300 |
| Avg. P/E | 30.50 |
| Avg. P/Book | 5.07 |
| Avg. EPS Growth | 11.47 |
| Avg. Market Value (Mil $) | 550,800 |
Composition
| % of Portfolio | |
| Stocks | 93.35 |
| Foreign Stocks | 8.50 |
| Cash | 3.78 |
| Bonds | 0.00 |
| Foreign Bonds | 0.00 |
| Preferred | 0.00 |
| Convertible | 1.58 |
| Other | 1.29 |
| Foreign Hedged | 0.00 |
Style Analysis
| % of Portfolio | |
| Large Growth | 58.97 |
| Large Value | 0.00 |
| Small Growth | 12.45 |
| Small Value | 0.00 |
| Foreign Stock | 1.84 |
| Emerging Market | 0.00 |
| Precious Metal | 0.44 |
| Intermediate Bond | 0.00 |
| Foreign Bond | 0.00 |
| High Yield Bond | 23.52 |