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 38.43 / −0.26 %
- 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 0
- Status Open
- TTM Yield 0.47%
- Turnover 50%
USD | NAV as of Sep 27, 2024 | 1-Day Return as of Sep 27, 2024, 10:12 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 30.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
NVIDIA Corp | 5.01 | 133.4 Mil | Technology |
Meta Platforms Inc Class A | 3.97 | 105.7 Mil | Communication Services |
Arthur J. Gallagher & Co | 3.71 | 98.8 Mil | Financial Services |
Microsoft Corp | 3.23 | 86.1 Mil | Technology |
Vistra Corp | 3.08 | 82.0 Mil | Utilities |
Apollo Global Management Inc Class A | 2.75 | 73.3 Mil | Financial Services |
Constellation Energy Corp | 2.47 | 65.9 Mil | Utilities |
Fidelity Cash Central Fund | 2.35 | 62.6 Mil | Cash and Equivalents |
Cheniere Energy Inc | 1.95 | 51.9 Mil | Energy |
Amazon.com Inc | 1.94 | 51.8 Mil | Consumer Cyclical |