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Fidelity® Leveraged Company Stock FLVCX

Analyst rating as of
NAV / 1-Day Return
44.20  /  2.01 %
Total Assets
2.6 Bil
Adj. Expense Ratio
0.780%
Expense Ratio
0.780%
Fee Level
Below Average
Longest Manager Tenure
4.44 years
Category
Mid-Cap Blend
Investment Style
Large Blend
Min. Initial Investment
0
Status
Open
TTM Yield
0.10%
Turnover
31%
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Morningstar’s Analysis

Will FLVCX outperform in future?

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

An appealing niche offering.

Summary

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Despite Fidelity Leveraged Company Stock’s volatile nature, Mark Notkin’s approach has proved its worth. Its cheaper share classes earn a Morningstar Analyst Rating of Silver, while its more expensive shares are rated Bronze.

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