Despite strong recent performance, Fidelity Leveraged Company Stock’s one-of-a-kind leveraged equities mandate imposes considerable challenges over the long haul.
Fidelity Leveraged Company Stock Fund - Class K FLCKX
- NAV / 1-Day Return 53.16 / +0.74 %
- Total Assets 4.3B
-
Adj. Expense Ratio
0.610%
- Expense Ratio 0.610%
- Distribution Fee Level Average
- Share Class Type Retirement, Large
- Category Large Blend
- Investment Style Large Growth
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.00
- Turnover 12%
USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 5:30 AM GMT+0
Morningstar’s Analysis FLCKX
Will FLCKX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 47.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 6.31 | 223M | Technology |
Vertiv Holdings Co Class A | 5.47 | 194M | Industrials |
Comfort Systems USA Inc | 5.35 | 189M | Industrials |
Alphabet Inc Class A | 5.22 | 185M | Communication Services |
Taiwan Semiconductor Manufacturing Co Ltd ADR | 4.99 | 177M | Technology |
Meta Platforms Inc Class A | 4.76 | 169M | Communication Services |
Vistra Corp | 4.51 | 160M | Utilities |
Apollo Global Management Inc | 3.68 | 130M | Financial Services |
Arthur J. Gallagher & Co | 3.67 | 130M | Financial Services |
TopBuild Corp | 3.21 | 114M | Industrials |
United States