Fidelity Series Opportunistic Insights Fund (FVWSX)
24.66
+0.81
(+3.40%)
USD |
May 12 2025
FVWSX Asset Allocations & Exposures
Asset Allocation
As of March 31, 2025.
| Type | % Net |
|---|---|
| Cash | 3.25% |
| Stock | 94.56% |
| Bond | 0.53% |
| Convertible | 0.00% |
| Preferred | 1.64% |
| Other | 0.01% |
Market Capitalization
As of March 31, 2025
| Large | 89.58% |
| Mid | 7.53% |
| Small | 2.88% |
Region Exposure
| Americas | 88.54% |
|---|---|
|
North America
|
88.15% |
| Canada | 2.98% |
| United States | 85.18% |
|
Latin America
|
0.39% |
| Brazil | 0.12% |
As of March 31, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 4.32% |
|---|---|
| United Kingdom | 0.44% |
|
Europe Developed
|
3.28% |
| Belgium | 0.07% |
| Finland | 0.08% |
| France | 0.12% |
| Germany | 0.06% |
| Ireland | 1.42% |
| Netherlands | 0.27% |
| Spain | 0.06% |
| Sweden | 0.01% |
| Switzerland | 1.03% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.60% |
| Israel | 0.60% |
| Greater Asia | 1.03% |
|---|---|
| Japan | 0.27% |
|
Australasia
|
0.01% |
| Australia | 0.01% |
|
Asia Developed
|
0.54% |
| Hong Kong | 0.02% |
| South Korea | 0.17% |
| Taiwan | 0.35% |
|
Asia Emerging
|
0.21% |
| China | 0.21% |
| Unidentified Region | 6.11% |
|---|
Stock Sector Exposure
| Cyclical |
|
19.99% |
| Materials |
|
1.57% |
| Consumer Discretionary |
|
5.08% |
| Financials |
|
13.33% |
| Real Estate |
|
0.01% |
| Sensitive |
|
56.60% |
| Communication Services |
|
18.57% |
| Energy |
|
1.81% |
| Industrials |
|
8.11% |
| Information Technology |
|
28.12% |
| Defensive |
|
14.52% |
| Consumer Staples |
|
1.67% |
| Health Care |
|
12.33% |
| Utilities |
|
0.52% |
| Not Classified |
|
8.90% |
| Non Classified Equity |
|
7.27% |
| Not Classified - Non Equity |
|
1.62% |
As of July 31, 2024
Stock Style Exposure
| Large Cap Value | -- |
| Large Cap Core | -- |
| Large Cap Growth | -- |
| Mid Cap Value | -- |
| Mid Cap Core | -- |
| Mid Cap Growth | -- |
| Small Cap Value | -- |
| Small Cap Core | -- |
| Small Cap Growth | -- |