Fidelity Leveraged Company Stock’s competent management helps balance the volatile nature of this uncommon leveraged-equities strategy.
Fidelity Advisor Leveraged Co StkI FLVIX
- NAV / 1-Day Return 48.22 / +0.92 %
- Total Assets 1.1 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.770%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Large Blend
- Investment Style Large Growth
- Min. Initial Investment —
- Status Open
- TTM Yield 0.39%
- Turnover 57%
USD | NAV as of Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 10:10 PM GMT+0
Morningstar’s Analysis FLVIX
Will FLVIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 27.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Meta Platforms Inc Class A | 4.27 | 43.6 Mil | Communication Services |
Microsoft Corp | 3.69 | 37.7 Mil | Technology |
NVIDIA Corp | 3.02 | 30.8 Mil | Technology |
Arthur J. Gallagher & Co | 2.78 | 28.4 Mil | Financial Services |
UnitedHealth Group Inc | 2.49 | 25.4 Mil | Healthcare |
JBS SA | 2.45 | 25.0 Mil | Consumer Defensive |
Cheniere Energy Inc | 2.34 | 23.9 Mil | Energy |
PG&E Corp | 2.22 | 22.7 Mil | Utilities |
Boyd Gaming Corp | 2.09 | 21.4 Mil | Consumer Cyclical |
Visa Inc Class A | 2.09 | 21.3 Mil | Financial Services |