Fidelity Leveraged Company Stock’s competent management helps balance the volatile nature of this uncommon leveraged-equities strategy.
- NAV / 1-Day Return 34.30 / 0.85 %
- Total Assets 2.0 Bil
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Adj. Expense Ratio
- Expense Ratio 0.750%
- Distribution Fee Level Average
- Share Class Type No Load
- Category Large Blend
- Investment Style Large Growth
- Min. Initial Investment —
- Status Open
- TTM Yield 0.80%
- Turnover 58%
Morningstar’s Analysis FLVCX
Will FLVCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 111
- Bond Holdings 0
- Other Holdings 3
- % Assets in Top 10 Holdings 26.5