Morningstar

Fidelity Leveraged Company Stock FLVCX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 38.43  /  −0.26 %
  • Total Assets 2.4 Bil
  • Adj. Expense Ratio
    0.710%
  • 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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FLVCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FLVCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FLVCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

One of a kind.

Senior Analyst Chris Tate

Chris Tate

Senior Analyst

Summary

Fidelity Leveraged Company Stock’s competent management helps balance the volatile nature of this uncommon leveraged-equities strategy.

by Chris Tate
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FLVCX

More FLVCX Holdings
  • 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

Sponsor Center