Fidelity® Leveraged Company Stock Fund (FLVCX)

34.13
Net Asset Value
-0.29%
1 Day
+2.00%
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-2.40% 3 years+6.31%
3 months+5.99% 5 years+10.34%
1 year+14.89% Since inception+12.72%
Data through --

Peer Comparisonvs. Mid-cap growth

 FLVCXCategory
Performance 5-yr return+10.34%+13.73%
Expense ratio0.80%1.21%
Risk 5 year sharpe ratio0.931.15
Net assets$3.1B$1.6B
Average market cap$20.0B$12.9B
Average P/E20.728.7
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. stock83.70%
International stock15.13%
Cash1.15%
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 Ltd2.97%
SWKS Skyworks Solutions Inc2.91%
GOOGL Google2.76%
FB Facebook2.68%
LYB LyondellBasell Industries NV2.11%
-- 2.09%
ON ON Semiconductor Corp2.02%
C Citigroup1.98%
TMUS T-Mobile US Inc1.87%
OMF OneMain Holdings Inc1.58%