Nasdaq - Delayed Quote USD

Fidelity Leveraged Company Stock (FLVCX)

36.26 -3.88 (-9.67%)
At close: 8:06 AM EDT
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DELL
  • Previous Close 40.14
  • YTD Return 18.30%
  • Expense Ratio 0.71%
  • Category Large Blend
  • Last Cap Gain 42.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 2.42B
  • Beta (5Y Monthly) 1.13
  • Yield 0.47%
  • 5y Average Return --
  • Holdings Turnover 58.00%
  • Last Dividend 0.25
  • 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

2.42B

Net Assets

2000-12-19

Inception Date

Performance Overview: FLVCX

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Trailing returns as of 9/13/2024. Category is Large Blend.

YTD Return

FLVCX
18.30%
Category
5.31%
 

1-Year Return

FLVCX
25.73%
Category
20.31%
 

3-Year Return

FLVCX
5.73%
Category
6.48%
 

5-Year Return

FLVCX
15.61%
Category
11.78%
 

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Holdings: FLVCX

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Top 9 Holdings (28.10% of Total Assets)

SymbolCompany% Assets
NVDA
NVIDIA Corporation 5.01%
META
Meta Platforms, Inc. 3.97%
AJG
Arthur J. Gallagher & Co. 3.71%
MSFT
Microsoft Corporation 3.23%
VST
Vistra Corp. 3.08%
APO
Apollo Global Management, Inc. 2.75%
CEG
Constellation Energy Corporation 2.47%
LNG
Cheniere Energy, Inc. 1.95%
AMZN
Amazon.com, Inc. 1.94%

Sector Weightings

SectorFLVCX
Technology   29.15%
Industrials   16.78%
Utilities   7.25%
Energy   4.12%
Healthcare   1.69%
Real Estate   0.00%

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