Skip to Content

Fidelity® Leveraged Company Stock K FLCKX

Analyst rating as of
NAV / 1-Day Return
37.18  /  3.74 %
Total Assets
2.3 Bil
Adj. Expense Ratio
0.660%
Expense Ratio
0.660%
Fee Level
Average
Longest Manager Tenure
5.74 years
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
0
Status
Open
TTM Yield
0.35%
Turnover
15%

Morningstar’s Analysis

Will FLCKX outperform in future?

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

A strong option in its niche, though not for the weak of heart.

Summary

| |

Fidelity Leveraged Company Stock’s volatile nature and niche mandate hasn’t kept Mark Notkin from showing he can pilot the strategy effectively. Its cheaper share classes earn a Morningstar Analyst Rating of Silver, while its pricier ones are rated Bronze and Neutral.

Unlock our full analysis with Morningstar Investor