Fidelity Series Opportunistic Insights Fund (FVWSX)
29.28
+0.15
(+0.51%)
USD |
Dec 04 2025
FVWSX Asset Allocations & Exposures
Asset Allocation
As of September 30, 2025.
| Type | % Net |
|---|---|
| Cash | 1.80% |
| Stock | 95.53% |
| Bond | 1.06% |
| Convertible | 0.00% |
| Preferred | 1.55% |
| Other | 0.06% |
Market Capitalization
As of September 30, 2025
| Large | 87.15% |
| Mid | 9.02% |
| Small | 3.82% |
Region Exposure
| Americas | 87.49% |
|---|---|
|
North America
|
87.02% |
| Canada | 3.25% |
| United States | 83.76% |
|
Latin America
|
0.47% |
| Brazil | 0.14% |
| Colombia | 0.09% |
As of September 30, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 5.34% |
|---|---|
| United Kingdom | 0.80% |
|
Europe Developed
|
4.23% |
| Belgium | 0.42% |
| Finland | 0.12% |
| France | 0.08% |
| Germany | 0.15% |
| Ireland | 1.22% |
| Italy | 0.23% |
| Netherlands | 0.71% |
| Portugal | 0.00% |
| Spain | 0.06% |
| Switzerland | 0.77% |
|
Europe Emerging
|
0.00% |
|
Africa And Middle East
|
0.32% |
| Israel | 0.32% |
| Greater Asia | 2.42% |
|---|---|
| Japan | 0.47% |
|
Australasia
|
0.01% |
| Australia | 0.01% |
|
Asia Developed
|
1.52% |
| Singapore | 0.04% |
| South Korea | 0.21% |
| Taiwan | 1.27% |
|
Asia Emerging
|
0.42% |
| China | 0.25% |
| India | 0.15% |
| Thailand | 0.02% |
| Unidentified Region | 4.75% |
|---|
Stock Sector Exposure
| Cyclical |
|
26.05% |
| Materials |
|
1.88% |
| Consumer Discretionary |
|
10.15% |
| Financials |
|
13.41% |
| Real Estate |
|
0.60% |
| Sensitive |
|
57.50% |
| Communication Services |
|
21.61% |
| Energy |
|
1.25% |
| Industrials |
|
9.21% |
| Information Technology |
|
25.44% |
| Defensive |
|
10.69% |
| Consumer Staples |
|
1.29% |
| Health Care |
|
7.82% |
| Utilities |
|
1.58% |
| Not Classified |
|
5.76% |
| Non Classified Equity |
|
2.89% |
| Not Classified - Non Equity |
|
2.87% |
As of September 30, 2025
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 | -- |