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Morningstar

Fidelity Leveraged Company Stock K FLCKX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 40.20  /  +0.95 %
  • Total Assets 2.3 Bil
  • Adj. Expense Ratio
    0.650%
  • Expense Ratio 0.650%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Large
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.58%
  • Turnover 58%

USD | NAV as of May 09, 2024 | 1-Day Return as of May 09, 2024, 10:11 PM GMT+0

Morningstar’s Analysis FLCKX

Will FLCKX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FLCKX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FLCKX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FLCKX’s parent organization’s priorities and whether they’re in line with investors’ interests.

One of a kind.

Senior Analyst Chris Tate

Chris Tate

Senior Analyst

Summary

Fidelity Leveraged Company Stock’s competent management helps balance the volatile nature of this uncommon leveraged-equities strategy.

by Chris Tate
Rated on Published on

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Portfolio Holdings FLCKX

More FLCKX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
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