Morningstar

Fidelity Advisor® Leveraged Company Stock Fund Class Z FLEOX

Morningstar Medalist Rating
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Medalist Rating as of See Fidelity Investment Hub
  • NAV / 1-Day Return $40.03  /  −1.14 %
  • Fund Size $4.0B
  • Adjusted Expense Ratio 0.590%
  • Net Expense Ratio 0.590%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield < 0.01%
  • Turnover Ratio 38%
NAV and 1-Day Return as of

Morningstar’s Analysis FLEOX

Will FLEOX outperform in the 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 FLEOX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Held back by its mandate.

Associate Analyst Natalia Arrigoni

Natalia Arrigoni

Associate Analyst

Summary

Fidelity Leveraged Company Stock’s experienced managers and a deep research team merit an Above Average People rating, but the strategy’s structural limits keep the Process rating at Below Average.

by Natalia Arrigoni
Rated on Published on

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Portfolio Holdings FLEOX

More FLEOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 47.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

6.86 277M
Technology

Alphabet Inc Class A

6.68 270M
Communication Services

Micron Technology Inc

5.70 231M
Technology

Taiwan Semiconductor Manufacturing Co Ltd ADR

4.72 191M
Technology

Apollo Global Management Inc

4.31 174M
Financial Services

Vistra Corp

4.11 166M
Utilities

Arthur J. Gallagher & Co

4.06 164M
Financial Services

Comfort Systems USA Inc

4.03 163M
Industrials

Vertiv Holdings Co Class A

3.71 150M
Industrials

Parker Hannifin Corp

3.60 146M
Industrials

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