Skip to Content

Fidelity® Leveraged Company Stock FLVCX

Analyst rating as of
NAV / 1-Day Return
47.73  /  2.31 %
Total Assets
3.0 Bil
Adj. Expense Ratio
0.750%
Expense Ratio
0.750%
Fee Level
Average
Longest Manager Tenure
5.16 years
Category
Large Growth
Investment Style
Large Growth
Min. Initial Investment
0
Status
Open
TTM Yield
0.05%
Turnover
15%
Premium

Morningstar’s Analysis

Will FLVCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A strong option in its niche, though not for the weak of heart.

Summary

| |

Fidelity Leveraged Company Stock’s volatile nature and niche mandate hasn’t kept Mark Notkin from showing he can pilot the strategy effectively. Its cheaper share classes earn a Morningstar Analyst Rating of Silver, while its pricier ones are rated Bronze and Neutral.

Unlock our full analysis with Morningstar Premium