Fidelity Leveraged Company Stock’s competent management helps balance the volatile nature of this uncommon leveraged-equities strategy.
Fidelity Leveraged Company Stock FLVCX
- NAV / 1-Day Return 37.24 / −1.46 %
- Total Assets 2.4 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.710%
- Distribution Fee Level Below Average
- Share Class Type No Load
- Category Large Blend
- Investment Style Large Growth
- Min. Initial Investment —
- Status Open
- TTM Yield 0.49%
- Turnover 58%
USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:13 PM GMT+0
Morningstar’s Analysis FLVCX
Will FLVCX 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 27.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Meta Platforms Inc Class A | 4.15 | 88.0 Mil | Communication Services |
Microsoft Corp | 3.61 | 76.6 Mil | Technology |
Fidelity Cash Central Fund | 3.58 | 75.9 Mil | Cash and Equivalents |
NVIDIA Corp | 2.87 | 60.8 Mil | Technology |
Arthur J. Gallagher & Co | 2.68 | 56.9 Mil | Financial Services |
UnitedHealth Group Inc | 2.57 | 54.6 Mil | Healthcare |
JBS SA | 2.38 | 50.6 Mil | Consumer Defensive |
PG&E Corp | 2.34 | 49.7 Mil | Utilities |
Cheniere Energy Inc | 2.30 | 48.7 Mil | Energy |
Boyd Gaming Corp | 2.13 | 45.1 Mil | Consumer Cyclical |