Fidelity Leveraged Company Stock’s competent management helps balance the volatile nature of this uncommon leveraged-equities strategy.
Fidelity Advisor Leveraged Co Stk C FLSCX
- NAV / 1-Day Return 37.50 / +1.85 %
- Total Assets 1.1 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.800%
- Distribution Fee Level Above Average
- Share Class Type Level Load
- Category Large Blend
- Investment Style Large Growth
- Min. Initial Investment —
- Status Open
- TTM Yield —
- Turnover 57%
USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0
Morningstar’s Analysis FLSCX
Will FLSCX 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 27.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Meta Platforms Inc Class A | 4.26 | 45.6 Mil | Communication Services |
NVIDIA Corp | 4.05 | 43.3 Mil | Technology |
Microsoft Corp | 3.27 | 35.0 Mil | Technology |
Vistra Corp | 3.14 | 33.6 Mil | Utilities |
Arthur J. Gallagher & Co | 2.88 | 30.8 Mil | Financial Services |
Cheniere Energy Inc | 2.15 | 23.0 Mil | Energy |
ON Semiconductor Corp | 2.14 | 22.9 Mil | Technology |
Amazon.com Inc | 2.04 | 21.9 Mil | Consumer Cyclical |
Fiserv Inc | 2.03 | 21.7 Mil | Technology |
Constellation Energy Corp | 1.95 | 20.9 Mil | Utilities |