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Fidelity Leveraged Company Stock

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  1. Echoes of 2007 for U.S. Equity Funds

    Average debt/capital ratios are returning to precrisis levels.

  2. Favorite Long-Term Retirement Holdings

    Readers reveal what they keep in their third buckets, including conservatively run funds, dividend-paying stocks, and real estate.

  3. Morningstar Minute: A Good Fund Investors Have Used Poorly

    Due to poor timing decisions, the typical investor in Fidelity Leveraged Company Stock has only captured half of the return of this potentially volatile fund.

  4. Echoes of 2007 for U.S. Equity Funds

    Average debt/capital ratios are returning to precrisis levels.

  5. The Ultimate Cheapskate's Actively Managed Portfolio

    Investors who want to keep costs down while still enjoying active management can choose from these analyst-approved offerings.

  6. Stocks Making Up for Lost Ground

    Most equity categories have recorded year-to-date inflows amid tempered investor interest in bonds, and several active fund shops are benefiting.

  7. Time to Rebalance Into Large and Low-Volatility Funds

    High-beta funds as well as funds with a small-company bent have been on a tear in 2013, which means right now could be a good time to adjust your allocations elsewhere.

  8. A Closer Look at Two Medalist Balanced Funds

    Investors tend to capture more available returns in balanced funds due to a smoother ride.

  9. A Debt Premium?

    A good year for leverage has been a great year for this fund.

  10. Getting Your Arms Around Risk

    Fund investors should think beyond volatility measures alone when sizing up the risk in their portfolios, says Morningstar's Shannon Zimmerman.

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