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 37.82 / +0.32 %
- Total Assets 1.1 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.830%
- 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 Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:15 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 27.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Meta Platforms Inc Class A | 4.03 | 41.1 Mil | Communication Services |
Microsoft Corp | 3.64 | 37.2 Mil | Technology |
UnitedHealth Group Inc | 2.94 | 30.0 Mil | Healthcare |
JBS SA | 2.69 | 27.4 Mil | Consumer Defensive |
Arthur J. Gallagher & Co | 2.46 | 25.1 Mil | Financial Services |
Cheniere Energy Inc | 2.44 | 24.9 Mil | Energy |
NVIDIA Corp | 2.43 | 24.8 Mil | Technology |
PG&E Corp | 2.38 | 24.2 Mil | Utilities |
Boyd Gaming Corp | 2.17 | 22.1 Mil | Consumer Cyclical |
ON Semiconductor Corp | 2.15 | 21.9 Mil | Technology |