Fidelity Leveraged Company Stock’s competent management helps balance the volatile nature of this uncommon leveraged-equities strategy.
Fidelity Leveraged Company Stock K FLCKX
- NAV / 1-Day Return 40.45 / +0.07 %
- Total Assets 2.3 Bil
-
Adj. Expense Ratio
- 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 0.56%
- Turnover 58%
USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 10:12 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.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 27.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Meta Platforms Inc Class A | 3.98 | 81.8 Mil | Communication Services |
Microsoft Corp | 3.67 | 75.4 Mil | Technology |
UnitedHealth Group Inc | 2.98 | 61.2 Mil | Healthcare |
JBS SA | 2.67 | 54.8 Mil | Consumer Defensive |
PG&E Corp | 2.58 | 53.1 Mil | Utilities |
Cheniere Energy Inc | 2.47 | 50.7 Mil | Energy |
Arthur J. Gallagher & Co | 2.45 | 50.3 Mil | Financial Services |
NVIDIA Corp | 2.38 | 48.9 Mil | Technology |
Boyd Gaming Corp | 2.21 | 45.5 Mil | Consumer Cyclical |
ON Semiconductor Corp | 2.16 | 44.3 Mil | Technology |