FVWSX

Active

Fidelity Series Opportunistic Insights Fund

Category: US Equity (9,528 funds)

Expense Ratio
0.00%
Annual Cost per $10K
$0.00
30-Year Fee Drag per $10K
$0
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+26.01%

Asset Allocation

US Equity
85%
Intl Equity
12%
Cash
3%

Fee Comparison

FVWSX
0.00%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

100% cheaper than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of December 2025 · Updated quarterly

+118.72%3Y
Compare to

Fee Impact Calculator

$
%
FVWSX at 0.00%$380,613
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$0
Savings vs index fund+$3,188

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of December 2025

TickerNameER
FVWSXFidelity Series Opportunistic Insights Fund0.00%
AICCXInvestment Co of America0.32%
AWSHXWashington Mutual Investors Fund0.31%
AMCFXAMCAP Fund0.43%
FCNKXFidelity Contrafund0.56%
AFMFXAmerican Mutual Fund0.57%
TRTZXT. Rowe Price Mid-Cap Value Fund, Inc.0.05%
FGLGXFidelity Series Large Cap Stock Fund0.00%
DOXGXDodge & Cox Stock Fund0.41%
FEEFXAmerican Funds Fundamental Investors0.34%
NBPBXNeuberger Berman Large Cap Value Fund0.03%
BBVLXBridge Builder Large Cap Value Fund0.23%
FCTDXStrategic Advisers Fidelity U.S. Total Stock Fund0.28%
FSMAXFidelity Extended Market Index Fund0.03%
PEIYXPutnam Large Cap Value Fund0.63%
DFSVXU.S. SMALL CAP VALUE PORTFOLIO$1M min0.31%
MEIAXMFS Value Fund0.79%
FLCNXFidelity Contrafund K60.45%
FZANXFidelity Advisor New Insights Fund0.53%
IWRiShares Russell Mid-Cap ETF0.18%
TRZDXT. Rowe Price Dividend Growth Fund, Inc.0.49%
TRUZXT. Rowe Price New Horizons Fund, Inc.0.64%
IJHiShares Core S&P Mid-Cap ETF0.05%
FIFRXFranklin Growth Fund0.46%
FDTRXFranklin Dynatech Fund0.45%
FMAEXFidelity Magellan Fund0.62%
TRQZXT. Rowe Price Mid-Cap Growth Fund, Inc.0.61%
FSSNXFidelity Small Cap Index Fund0.03%
FRISXFranklin Rising Dividends Fund0.52%
TRZQXT. Rowe Price Equity Income Fund0.53%
DFFVXU.S. Targeted Value Portfolio$1M min0.29%
FNKLXFidelity Series Value Discovery Fund0.00%
FFDKXFidelity Fund0.42%
SMHVanEck Semiconductor ETF0.35%
VGSTXVANGUARD STAR FUND0.30%
MVCKXMFS Mid Cap Value Fund0.62%
PMBJXMidCap Fund0.80%
DFATDimensional U.S. Targeted Value ETF0.28%
AAGTXAmerican Funds 2040 Target Date Retirement Fund0.68%
IWDiShares Russell 1000 Value ETF0.18%
FZAHXFidelity Advisor Growth Opportunities Fund0.37%
IWPiShares Russell Mid-Cap Growth ETF0.23%
FSMDXFidelity Mid Cap Index Fund0.03%
SOXXiShares Semiconductor ETF0.34%
FGIDXFidelity Growth and Income Portfolio0.46%
MFEKXMFS Growth Fund0.49%
LAFVXLORD ABBETT AFFILIATED FUND INC0.39%
XLIThe Industrial Select Sector SPDR Fund0.08%
FBCGXFidelity Blue Chip Growth K6 Fund0.45%
IWNiShares Russell 2000 Value ETF0.24%
FZAFXFidelity Advisor Equity Growth Fund0.55%
THISXT. Rowe Price Health Sciences Fund, Inc.0.67%
WFPRXAllspring Special Mid Cap Value Fund0.70%
MFRKXMFS Research Fund0.46%
ACCLXMid Cap Value Fund0.62%
DFUVDimensional U.S. Marketwide Value ETF0.21%
DFEOXU.S. CORE EQUITY 1 PORTFOLIO$1M min0.15%
DFSTXU.S. SMALL CAP PORTFOLIO$1M min0.27%
MITJXMassachusetts Investors Trust0.38%
FADTXFidelity Advisor Technology Fund0.55%
AAHTXAmerican Funds 2045 Target Date Retirement Fund0.69%
FSOPXFidelity Series Small Cap Opportunities Fund0.00%
BBGSXBridge Builder Small/Mid Cap Growth Fund0.34%
QVG2QVIP Growth Portfolio0.66%
FFOJXSelect Technology Portfolio0.91%
IJKiShares S&P Mid-Cap 400 Growth ETF0.17%
HDGFXTHE HARTFORD DIVIDEND AND GROWTH FUND0.63%
AALTXAmerican Funds 2050 Target Date Retirement Fund0.69%
PNAIXT. Rowe Price All-Cap Opportunities Fund0.66%
TRZAXT. Rowe Price Value Fund, Inc.0.56%
DFACDimensional U.S. Core Equity 2 ETF0.17%
FDSSXFidelity Stock Selector Fund0.49%
POGRXPRIMECAP Odyssey Growth Fund0.66%
CGPAXAmerican Funds Growth Portfolio0.99%
ACSHXInvesco Comstock Fund0.51%
TRZVXT. Rowe Price Small-Cap Value Fund, Inc.0.64%
POAGXPRIMECAP Odyssey Aggressive Growth Fund0.66%
USMViShares MSCI USA Min Vol Factor ETF0.15%
SPLVInvesco S&P 500 Low Volatility ETF0.25%
JVMAXDisciplined Value Mid Cap Fund0.74%
TRZZXT. Rowe Price Small-Cap Stock Fund, Inc.0.74%
FCAKXFidelity Capital Appreciation Fund0.66%
VWNEXVANGUARD WINDSOR FUND0.26%
FNCMXFidelity Nasdaq Composite Index Fund0.29%
NBGAXNeuberger Berman Genesis Fund0.02%
FDSVXFidelity Growth Discovery Fund0.62%
DFSVDimensional US Small Cap Value ETF0.31%
LCBEXClearBridge Dividend Strategy Fund0.66%
FSELXSelect Semiconductors Portfolio0.62%
FCGSXFidelity Series Growth Company Fund0.00%
HQIFXTHE HARTFORD EQUITY INCOME FUND0.64%
MCPRXMFS Mid Cap Growth Fund1.02%
MGRPXGROWTH PORTFOLIO0.52%
SWSSXSchwab Small-Cap Index Fund0.04%
TQAIXT. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund0.65%
SCHMSchwab U.S. Mid-Cap ETF0.04%
AMAGXAmana Growth Fund0.61%
FSPHXSelect Health Care Portfolio0.63%
POSKXPRIMECAP Odyssey Stock Fund0.67%
FSBDXFidelity Series Blue Chip Growth Fund0.00%
VAFAXInvesco American Franchise Fund0.93%

Analyze Your Full Portfolio

See your blended expense ratio, aggregate asset allocation, and total fee drag across all your holdings.

Get Started Free