FVWSX — Fidelity Series Opportunistic Insights Fund
Data updated: 2026-05-26
FVWSX — Fidelity Series Opportunistic Insights Fund data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. United States Large Cap Blend / Core Equity · $13.38B AUM · 0.00% expense ratio · 23.8% 1-yr return. From SEC regulatory filings.
FVWSX Fund Overview
FVWSX — Fidelity Series Opportunistic Insights Fund is a US mutual fund managed by Fidelity Contrafund, categorised as United States Large Cap Blend / Core Equity. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.
- Type: US mutual fund
- Manager: Fidelity Contrafund
- Category: United States Large Cap Blend / Core Equity
- Assets under management: $13.38B
- 1-year return: 23.8%
- Ticker: FVWSX
- SEC CIK: 0000024238
- SEC series ID: S000039220
- Share class ID: C000120656
FVWSX Holdings
Top 10 holdings of Fidelity Series Opportunistic Insights Fund by percentage of net assets, from the fund's latest SEC N-PORT filing.
| Holding | % of net assets |
|---|---|
| NVIDIA Corp. | 9.43% |
| Meta Platforms, Inc. | 8.53% |
| Alphabet, Inc. | 4.47% |
| Amazon.com, Inc. | 4.19% |
| Fidelity Revere Street Trust | 3.77% |
| Microsoft Corp. | 2.80% |
| Berkshire Hathaway, Inc. Del | 2.69% |
| Netflix, Inc. | 2.66% |
| Alphabet, Inc. | 2.20% |
| ELI LILLY and CO | 1.91% |
FVWSX Portfolio Allocation
Asset-class allocation of Fidelity Series Opportunistic Insights Fund by percentage of net assets, from the latest SEC N-PORT filing.
| Asset class | Allocation |
|---|---|
| Equity | 96.2% |
| Cash & Equivalents | 4.1% |
FVWSX Performance
Total returns for FVWSX (as of 2026-08-01), from SEC filings.
| Period | Total return |
|---|---|
| YTD | -4.2% |
| 1 year | 23.8% |
| 3 years (annualised) | 25.4% |
| 5 years (annualised) | 14.1% |
FVWSX Risk Information
Risk metrics for FVWSX, derived from monthly returns in SEC filings.
- 1-year volatility (annualised): 12.6%
FVWSX Costs and Fees
FVWSX costs about $0 per $10,000 invested per year in fund expenses.
- Net expense ratio: 0.00%
- Gross expense ratio: 0.00%
- Portfolio turnover: 49%
- Brokerage commissions: 1.23 bps of average net assets (SEC N-CEN)
FVWSX Cashflows
Over the 12 months to 2026-03, Fidelity Series Opportunistic Insights Fund had net inflows of $2.17B, from monthly SEC N-PORT filings.
| Month | Net flow |
|---|---|
| 2026-03 | $329.39M |
| 2026-02 | $185.18M |
| 2026-01 | $9.39M |
| 2025-12 | $1.85B |
| 2025-11 | $36.31M |
| 2025-10 | −$24.57M |
FVWSX Debt Constituents
Largest debt holdings of Fidelity Series Opportunistic Insights Fund by percentage of net assets, from the latest SEC N-PORT filing.
| Debt holding | % of net assets |
|---|---|
| Tenstorrent Holdings, Inc. | 0.00% |
FVWSX Prospectus and SEC Filings
Official Fidelity Series Opportunistic Insights Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.
Related Funds
Other United States Large Cap Blend / Core Equity funds tracked on ABC INVEST:
Data Sources
ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.