Skip to Content
Morningstar

Fidelity Leveraged Company Stock FLVCX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Fidelity Investment Hub

Morningstar’s Analysis FLVCX

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

  • People Pillar

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

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.

by Chris Tate
Rated on Published on

Unlock our full analysis with Morningstar Investor