Nasdaq - Delayed Quote USD

Fidelity Leveraged Company Stock Fund (FLVCX)

37.79 -0.18 (-0.47%)
As of 8:06 AM EDT. Market Open.
Loading Chart for FLVCX
DELL
  • Previous Close 37.97
  • YTD Return 15.31%
  • Expense Ratio 0.71%
  • Category Large Blend
  • Last Cap Gain 42.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 2.4B
  • Beta (5Y Monthly) 1.13
  • Yield 0.49%
  • 5y Average Return --
  • Holdings Turnover 58.00%
  • Last Dividend 0.22
  • Inception Date Dec 19, 2000

The fund normally invests at least 80% of assets in stocks. It invests primarily in common stocks of leveraged companies (companies that issue lower-quality debt and other companies with leveraged capital structures). The fund potentially invests in lower-quality debt securities (those of less than investment-grade quality, also referred to as high yield debt securities or junk bonds) and invests in domestic and foreign issuers. It invests in either "growth" stocks or "value" stocks or both.

Fidelity Investments

Fund Family

Large Blend

Fund Category

2.4B

Net Assets

2000-12-19

Inception Date

Performance Overview: FLVCX

Trailing returns as of 4/18/2024. Category is Large Blend.

YTD Return

FLVCX
15.31%
Category
14.84%
 

1-Year Return

FLVCX
35.52%
Category
40.47%
 

3-Year Return

FLVCX
8.78%
Category
16.77%
 

5-Year Return

FLVCX
15.28%
Category
16.15%
 

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Holdings: FLVCX

Top 9 Holdings (25.03% of Total Assets)

SymbolCompany% Assets
META
Meta Platforms, Inc. 4.15%
MSFT
Microsoft Corporation 3.61%
NVDA
NVIDIA Corporation 2.87%
AJG
Arthur J. Gallagher & Co. 2.68%
UNH
UnitedHealth Group Incorporated 2.57%
JBSS3.SA
JBS S.A. 2.38%
PCG
PG&E Corporation 2.34%
LNG
Cheniere Energy, Inc. 2.30%
BYD
Boyd Gaming Corporation 2.13%

Sector Weightings

SectorFLVCX
Technology   27.52%
Industrials   15.62%
Utilities   5.65%
Healthcare   5.11%
Energy   4.71%
Real Estate   0.00%

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