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Fidelity Leveraged Company Stock FLVCX

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

      Video Reports

      Wed, 5 Mar 2014

      discuss is Silver-rated [TICKER: FLVCX ] Fidelity Leveraged Company Stock . What investors need to know about ..... is baked into its name, [TICKER: FLVCX ] Fidelity Leveraged Company Stock . These are companies that are held

      Fidelity Leveraged Company Stock found at 0:05

      analyst team. Shannon Zimmerman: The fund we are going to discuss is Silver-rated [TICKER: FLVCX ] Fidelity Leveraged Company Stock . What investors need to know about this fund, is that it's a terrific fund that they may not be able to use very well. Most investors over the long haul have not been able to do that. The fund has delivered an annualized return of 10.2% over the last decade, and all of that track record belongs to the same manager, Tom Soviero. However, the typical investor has done far worse than that based on the poor timing decisions they've made around buying and selling the fund's shares. The central risk in a fund like this is baked into its name, [TICKER: FLVCX ] Fidelity Leveraged Company Stock . These are companies that are held in the portfolio that have less-than-pristine balance sheets to say the least, higher debt/capital ratios. So
    2. A Closer Look at Two Medalist Balanced Funds

      Video Reports

      Sat, 22 Feb 2014

      Right. Benz: In time to see maybe performance fall off. Zimmerman: A fund I have mentioned before, Fidelity Leveraged Company Stock , which I cover, and over the last decade I think the annualized total return is about 11%, and the

      Fidelity Leveraged Company Stock found at 2:04

      see maybe performance fall off. Zimmerman: A fund I have mentioned before, Fidelity Leveraged Company Stock , which I cover, and over the last decade I think the annualized total return is about 11%, and the typical investor less
    3. FLVCX -Fido Leveraged

      Commentary

      Sun, 12 Jan 2014

      Own some, expect as economy recovers this to do even better.  But hardly see it mentioned, has stellar performance, metrics.  Any insight or thoughts on it?

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

      Video Reports

      Thu, 28 Nov 2013

      child fund for this is [TICKER: FLVCX ] Fidelity Leveraged Company Stock , and that's a fund that over the ..... annualized. But the typical investor in Fidelity Leveraged Company Stock --the mandate is baked into the

      Fidelity Leveraged Company Stock found at 4:33

      do you mean by that? Zimmerman: Well, my poster-child fund for this is [TICKER: FLVCX ] Fidelity Leveraged Company Stock , and that's a fund that over the last decade has [had a return of] about 12% annualized. But the typical investor in Fidelity Leveraged Company Stock --the mandate is baked into the name--has only gotten about 4.5% of that. So it's a huge, huge gap. In some ways you
    5. Stars Aligning for Some Funds Hit Hard in '08

      Headlines

      Wed, 13 Nov 2013

      Henderson Euro Foc HFEAX N/A 64.6 17.5 82.0 +1 Mrgn Stnly Foc Gr AMOAX Gold -60.3 21.7 82.0 +1 Fidelity Lev Co Stk FLVCX Silver -63.4 18.3 81.6 None Fidelity Slct Tech FSPTX Neutral -58.8 21.3 80.1 None Tchst Snds Cp Sl Gr PTSGX Bronze

    6. stale analyst report on FLVCX

      Commentary

      Tue, 24 Sep 2013

      I recently viewed the M* page for this fund and noticed that the analyst report was dated November 2012, is this the most recent commentary that is available?  Wish the binder was still around, would have been updated already!

    7. Stocks Making Up for Lost Ground

      Video Reports

      Mon, 16 Sep 2013

      good fund flows, that's [TICKER: FLVCX ] Fidelity Leveraged Company Stock . We've talked about this fund before ..... is baked into the name, [TICKER: FLVCX ] Fidelity Leveraged Company Stock . In 2008, it behaved in exactly

      Fidelity Leveraged Company Stock found at 3:55

      out within the Fidelity lineup has been seeing really good fund flows, that's [TICKER: FLVCX ] Fidelity Leveraged Company Stock . We've talked about this fund before. It's a volatile fund. Zimmerman: Yes, it is. Benz: But has had quite good recent performance. Let's talk about what that fund is and why investors appear to be buying? Zimmerman: It's a very interesting fund, and [its methodology] is baked into the name, [TICKER: FLVCX ] Fidelity Leveraged Company Stock . In 2008, it behaved in exactly the way you would think a leveraged fund would. As credit markets seized up, it collapsed.
    8. When Our Analyst Ratings Diverge From Fund Performance

      Video Reports

      Tue, 11 Jun 2013

      and I try to point it out every time I write about the fund, it is a niche product, the [TICKER: FLVCX ] Fidelity Leveraged Company Stock . The manager there, Tom Soviero, comes from the high-yield side of Fidelity and now is managing

      Fidelity Leveraged Company Stock found at 3:58

      every time I write about the fund, it is a niche product, the [TICKER: FLVCX ] Fidelity Leveraged Company Stock . The manager there, Tom Soviero, comes from the high-yield side of Fidelity and now is managing exclusively equity money, but using a
    9. Getting Your Arms Around Risk

      Video Reports

      Thu, 30 May 2013

      use those funds successfully. I think I may have mentioned in an earlier segment the fund [TICKER: FLVCX ] Fidelity Leveraged Company stock that I cover. Terrific fund, great manager, long-tenured, and terrific long-term total return

      Fidelity Leveraged Company Stock found at 1:23

      successfully. I think I may have mentioned in an earlier segment the fund [TICKER: FLVCX ] Fidelity Leveraged Company stock that I cover. Terrific fund, great manager, long-tenured, and terrific long-term total return, about 14% annualized over the last decade. But the
    10. No Bonds?

      Commentary

      Tue, 2 Apr 2013

      of living based retirement income as the "bond" portion of our investment and continue with a mutual fund portfolio that is 90% stocks and 10% bonds? The portfolio is growth heavy (VTI, VPCCX, RPSIX, RPSGX, PTRAX, FTBFX & FLVCX ).

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