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Fidelity Advisor Leveraged Co Stk M FLSTX

Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 44.03  /  +1.24 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    1.300%
  • Expense Ratio 1.300%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield 0.06%
  • Turnover 57%

USD | NAV as of Mar 01, 2024 | 1-Day Return as of Mar 01, 2024, 11:12 PM GMT+0

Morningstar’s Analysis FLSTX

Will FLSTX 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 FLSTX

  • 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