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Fidelity® Leveraged Company Stock FLVCX

Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 34.30  /  0.85 %
  • Total Assets 2.0 Bil
  • Adj. Expense Ratio
    0.750%
  • 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.

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.

Rated on Published on

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Portfolio Holdings FLVCX

  • Current Portfolio Date
  • Equity Holdings 111
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 26.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
3.57
67,538,925
Technology
3.10
58,586,878
Healthcare
2.99
56,619,606
Communication Services
2.65
50,198,254
Consumer Cyclical
2.60
49,293,771
Energy
2.57
48,553,269
Technology
2.51
47,506,108
Utilities
2.27
42,977,012
Technology
2.21
41,825,155
Financial Services
2.03
38,402,865
Consumer Defensive