Fidelity Series Opportunistic Insights Fund (FVWSX)
27.17
-0.20
(-0.73%)
USD |
May 19 2026
FVWSX Asset Allocations & Exposures
Asset Allocation
As of March 31, 2026.
| Type | % Net |
|---|---|
| Cash | 1.52% |
| Stock | 92.62% |
| Bond | 2.25% |
| Convertible | 0.00% |
| Preferred | 3.54% |
| Other | 0.07% |
Market Capitalization
As of March 31, 2026
| Large | 85.74% |
| Mid | 9.63% |
| Small | 4.63% |
Region Exposure
| Americas | 84.30% |
|---|---|
|
North America
|
83.46% |
| Canada | 4.22% |
| United States | 79.23% |
|
Latin America
|
0.84% |
| Brazil | 0.23% |
| Colombia | 0.13% |
As of March 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 5.72% |
|---|---|
| United Kingdom | 1.44% |
|
Europe Developed
|
4.14% |
| Belgium | 0.56% |
| Finland | 0.21% |
| France | 0.04% |
| Germany | 0.11% |
| Ireland | 1.05% |
| Italy | 0.08% |
| Netherlands | 0.81% |
| Spain | 0.05% |
| Sweden | 0.01% |
| Switzerland | 1.05% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.14% |
| Israel | 0.14% |
| Greater Asia | 2.85% |
|---|---|
| Japan | 0.52% |
|
Australasia
|
0.00% |
| Australia | 0.00% |
|
Asia Developed
|
1.89% |
| South Korea | 0.39% |
| Taiwan | 1.50% |
|
Asia Emerging
|
0.43% |
| China | 0.31% |
| India | 0.12% |
| Unidentified Region | 7.13% |
|---|
Stock Sector Exposure
| Cyclical |
|
23.46% |
| Materials |
|
2.92% |
| Consumer Discretionary |
|
8.81% |
| Financials |
|
11.14% |
| Real Estate |
|
0.58% |
| Sensitive |
|
55.46% |
| Communication Services |
|
18.48% |
| Energy |
|
3.07% |
| Industrials |
|
10.38% |
| Information Technology |
|
23.53% |
| Defensive |
|
11.70% |
| Consumer Staples |
|
1.99% |
| Health Care |
|
8.62% |
| Utilities |
|
1.09% |
| Not Classified |
|
9.39% |
| Non Classified Equity |
|
5.61% |
| Not Classified - Non Equity |
|
3.77% |
As of March 31, 2026
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 | -- |