Fidelity Leveraged Company Stock Fund - Class K
FLCKX
NASDAQ
Weiss Ratings | FLCKX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Fair | |||
Reward Grade | C | |||
Risk Index | Fair | |||
Risk Grade | C+ | |||
Company Info | FLCKX-NASDAQ | Click to Compare |
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Provider | Fidelity Investments | |||
Manager/Tenure (Years) | Mark Notkin (8), Brian Chang (5) | |||
Website | http://www.institutional.fidelity.com | |||
Fund Information | FLCKX-NASDAQ | Click to Compare |
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Fund Name | Fidelity Leveraged Company Stock Fund - Class K | |||
Category | Large Blend | |||
Sub-Category | US Equity Large Cap Blend | |||
Prospectus Objective | Growth | |||
Inception Date | May 09, 2008 | |||
Open/Closed To New Investors | Open | |||
Minimum Initial Investment | 0.00 | |||
Minimum Subsequent Investment | -- | |||
Front End Fee | -- | |||
Back End Fee | -- | |||
Dividends and Shares | FLCKX-NASDAQ | Click to Compare |
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Dividend Yield | 0.80% | |||
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Dividend Yield (Forward) | 1.03% | |||
Asset Allocation | FLCKX-NASDAQ | Click to Compare |
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Cash | 0.18% | |||
Stock | 99.79% | |||
U.S. Stock | 94.97% | |||
Non-U.S. Stock | 4.82% | |||
Bond | 0.02% | |||
U.S. Bond | 0.02% | |||
Non-U.S. Bond | 0.00% | |||
Preferred | 0.00% | |||
Convertible | 0.00% | |||
Other Net | 0.00% | |||
Price History | FLCKX-NASDAQ | Click to Compare |
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7-Day Total Return | 5.46% | |||
30-Day Total Return | 8.98% | |||
60-Day Total Return | 21.98% | |||
90-Day Total Return | 23.44% | |||
Year to Date Total Return | 10.26% | |||
1-Year Total Return | 20.11% | |||
2-Year Total Return | 54.97% | |||
3-Year Total Return | 77.12% | |||
5-Year Total Return | 147.67% | |||
Price | FLCKX-NASDAQ | Click to Compare |
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Closing Price | -- | |||
1-Month Low Price | -- | |||
1-Month High Price | -- | |||
52-Week Low Price | -- | |||
52-Week Low Price (Date) | -- | |||
52-Week High Price | -- | |||
52-Week High Price (Date) | -- | |||
NAV | FLCKX-NASDAQ | Click to Compare |
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Nav | -- | |||
1-Month Low NAV | $38.85 | |||
1-Month High NAV | $41.99 | |||
52-Week Low NAV | $30.25 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $42.74 | |||
52-Week High Price (Date) | Dec 04, 2024 | |||
Beta / Standard Deviation | FLCKX-NASDAQ | Click to Compare |
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Beta | 1.15 | |||
Standard Deviation | 22.25 | |||
Balance Sheet | FLCKX-NASDAQ | Click to Compare |
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Total Assets | 3.43B | |||
Operating Ratios | FLCKX-NASDAQ | Click to Compare |
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Expense Ratio | 0.62% | |||
Turnover Ratio | 50.00% | |||
Performance | FLCKX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 22.73% | |||
Last Bear Market Total Return | -18.95% | |||