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Morningstar

Fidelity Advisor Leveraged Co Stk C FLSCX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 36.65  /  +1.33 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    1.800%
  • Expense Ratio 1.800%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 57%

USD | NAV as of May 03, 2024 | 1-Day Return as of May 03, 2024, 10:14 PM GMT+0

Morningstar’s Analysis FLSCX

Will FLSCX 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 FLSCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FLSCX 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 FLSCX’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 FLSCX

More FLSCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Meta Platforms Inc Class A

4.83 53.1 Mil
Communication Services

NVIDIA Corp

3.60 39.6 Mil
Technology

Microsoft Corp

3.47 38.2 Mil
Technology

Arthur J. Gallagher & Co

2.91 32.0 Mil
Financial Services

ON Semiconductor Corp

2.34 25.8 Mil
Technology

JBS SA

2.23 24.5 Mil
Consumer Defensive

Vistra Corp

2.20 24.2 Mil
Utilities

Cheniere Energy Inc

2.06 22.6 Mil
Energy

PG&E Corp

2.04 22.4 Mil
Utilities

Boyd Gaming Corp

2.03 22.3 Mil
Consumer Cyclical