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Fidelity® Leveraged Company Stock Fund (FLVCX)

32.60
Net Asset Value
+0.06%
1 Day
-2.07%
Year-to-Date
Overall Morningstar Rating
Mid-cap growth
Style or Category
No Load
Sales Expenses
0.80%
Expense Ratio
High
Morningstar Risk Rating™
Investment Objective The investment seeks capital appreciation. 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.

Performance

1 month+1.33% 3 years+7.57%
3 months+5.20% 5 years+11.47%
1 year+16.10% Since inception+12.34%
Data through --

Peer Comparisonvs. Mid-cap growth

 FLVCXCategory
Performance 5-yr return+11.47%+12.62%
Expense ratio0.80%1.22%
Risk 5 year sharpe ratio0.961.18
Net assets$3.1B$1.5B
Average market cap$18.4B$12.1B
Average P/E19.829.4
Portfolio turnover100%100%

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Fund Management and Purchase Info

Fund familyFidelity Investments
Fund manager & tenureMark Notkin / 1 Years
Minimal initial investment$10,000.00
Minimum IRA investment$2,500.00

Holdings

U.S. stock85.40%
International stock12.32%
Cash2.26%
Fixed income0.02%
Other0.00%
Top 5 Sectors
Portfolio weighting
Industrial materials 25.75%
Energy 11.52%
Business service 11.43%
Financial service 10.71%
Consumer goods 10.05%
Top 10 Holdings
Portfolio weighting
AVGO Broadcom Ltd2.92%
SWKS Skyworks Solutions Inc2.68%
FB Facebook2.52%
GOOGL Google2.34%
NWL Newell Brands Inc1.85%
LYB LyondellBasell Industries NV1.83%
-- 1.83%
BAC Bank of America1.71%
AGN Allergan1.68%
TMUS T-Mobile US Inc1.62%