Fidelity Series Opportunistic Insights Fund
Actively managed U.S. stock fund
As of its 2026 Q2 report, Fidelity Series Opportunistic Insights Fund held 462 positions with $15.39B in net assets. Its ten largest holdings made up 42.7% of the fund. The FVWSX share class costs 0% a year. Over the 12 months to May 2026, FVWSX returned 28.3%, with dividends reinvested. In 2026 Q2 it added 75 new positions and exited 69.
Fidelity Series Opportunistic Insights Fund seeks capital appreciation.
The fund invests primarily in common stocks of companies whose value the manager believes is not fully recognized by the public, using fundamental analysis of financial condition, industry position, and market conditions to identify opportunities among both growth and value stocks in domestic and foreign markets.
What you own
| Company | Weight | Value | Shares | Reported price |
|---|---|---|---|---|
NVDANVIDIA CORP | 9.36% | $1.44B | 7.2M | $200.09 |
6.34% | $975.23M | 1.7M | $563.29 | |
SPACE EXPLORATION TECHNOLOGIES CORP | 5.16% | $794.36M | 4.6M | $170.86 |
GOOGLALPHABET INC | 5.09% | $783.79M | 2.2M | $357.37 |
AMZNAMAZON.COM INC | 4.22% | $650.01M | 2.7M | $238.34 |
Fidelity Revere Street Trust | 3.21% | $494.09M | — | — |
2.44% | $375.92M | 502 | $748,850.00 | |
2.35% | $362.17M | 302.0K | $1,199.43 | |
GOOGALPHABET INC | 2.35% | $361.99M | 1.0M | $353.33 |
2.20% | $339.06M | 288.6K | $1,174.86 |
Reported price is the fund's own reported value divided by its own reported shares at 2026-06-30 — not a live quote, and not what the fund paid.
The 200 largest of 462 holdings, with the share counts as filed, open with a free account.
What the fund is made of
Percentages are of fund net assets. Rounding, liabilities and short positions can make totals differ from 100%.
| Stocks | 96.74% |
| Cash & short-term | 3.61% |
| Bonds | 0.00% |
By sector
- Information Technology
- 26.2%
- Communication Services
- 15.2%
- International
- 12.1%
- Industrials
- 8.9%
- 10 other sectors
- 37.6%
- Information Technology
- 26.2%
- Communication Services
- 15.2%
- International
- 12.1%
- Industrials
- 8.9%
- Financials
- 8.3%
- Consumer Discretionary
- 7.2%
- Other
- 7.1%
- Health Care
- 6.1%
- Cash
- 3.6%
- Energy
- 1.7%
- Consumer Staples
- 1.6%
- Real Estate
- 0.8%
- Utilities
- 0.6%
- Materials
- 0.6%
How it has done
FVWSX share class · total returns with dividends reinvested
Volatility over the last 12 months: 13.68%. Past returns are a record, not a forecast.
Jun 2026 has been filed since the trailing figures were struck, so it is not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.
Fees & fund details
Fidelity Series Opportunistic Insights Fund is an actively managed U.S. equity fund.
- Asset class
- Equity
- Region
- United States
- Management
- Actively managed
- Fund type
- Open-end fund
- Expense ratio, by class
- 0.00%· FVWSX 0.00%
- Portfolio turnover
- 49.00% a year · as of 2026 Q1
Turnover is how much of the portfolio was replaced in a year.
Classified from what the fund holds, not from its name · 2026 Q2. The summary is a paraphrase of the prospectus; the objective is verbatim.
What changed this quarter
Positions that entered or left the fund since its previous filing. Positions that were only resized are not listed.
75 new· the largest 8
69 exited· the largest 5
Debt profile
What this fund holds — value-weighted across its bond and securitized long positions · as of 2026-06-30
Share of the fund's debt by how its coupon behaves — the fact that decides whether a rate move reaches this portfolio at all.
| Fixed rate | 100.0% |
Share of the fund's debt value in each maturity band, shortest first.
| <1y | 100.0% |
Based on what filers reported; a filer that never reported a flag also reads as none.
Understand how this fund fits with the rest.
Explore shared holdings, compare funds and follow their businesses with your connected AI:
- “Where do my funds overlap — FVWSX, QQQ and the fund in my 401(k)?”
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