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Fidelity Leveraged Company Stock K FLCKX

Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 40.45  /  +0.07 %
  • Total Assets 2.3 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 0.56%
  • 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.

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.

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Portfolio Holdings FLCKX

  • 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

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Utilities

Cheniere Energy Inc

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Energy

Arthur J. Gallagher & Co

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Financial Services

NVIDIA Corp

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Technology

Boyd Gaming Corp

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Consumer Cyclical

ON Semiconductor Corp

2.16 44.3 Mil
Technology