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Morningstar

Fidelity® Leveraged Company Stock K FLCKX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 31.75  /  1.79 %
  • Total Assets 1.9 Bil
  • Adj. Expense Ratio
    0.650%
  • Expense Ratio 0.650%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Large
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.92%
  • Turnover 58%

USD | NAV as of Oct 03, 2023 | 1-Day Return as of Oct 03, 2023, 10:13 PM GMT+0

Morningstar’s Analysis FLCKX

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

People Pillar

The People Pillar is our evaluation of the FLCKX 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 FLCKX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Lower conviction in the investment approach leads to a downgrade.

Analyst Jader Dutra

Jader Dutra

Analyst

Summary

Lower conviction in the investment approach drops Fidelity Leveraged Company Stock’s cheapest share classes to Morningstar Analyst Ratings of Bronze from Silver, while the more-expensive share classes earn Neutral ratings.

by Jader Dutra
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FLCKX

More FLCKX Holdings
  • Current Portfolio Date
  • Equity Holdings 106
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 27.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

3.22
66,646,528
Technology

Boyd Gaming Corp

2.92
60,587,679
Consumer Cyclical

Meta Platforms Inc Class A

2.90
60,087,960
Communication Services

UnitedHealth Group Inc

2.84
58,840,194
Healthcare

IQVIA Holdings Inc

2.75
56,969,296
Healthcare

ON Semiconductor Corp

2.72
56,284,182
Technology

Caesars Entertainment Inc

2.51
52,024,950
Consumer Cyclical

PG&E Corp

2.50
51,865,007
Utilities

Cheniere Energy Inc

2.32
48,075,981
Energy

The Chemours Co

2.28
47,248,939
Basic Materials