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Morningstar

Fidelity Advisor Leveraged Co Stk A FLSAX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 45.32  /  −0.50 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    1.030%
  • Expense Ratio 1.050%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.22%
  • Turnover 57%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:13 PM GMT+0

Morningstar’s Analysis FLSAX

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

  • People Pillar

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

More FLSAX Holdings
  • 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