Fidelity Leveraged Company Stock Fund
FLVCX
NASDAQ
| Weiss Ratings | FLVCX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | FLVCX-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 | FLVCX-NASDAQ | Click to Compare |
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| Fund Name | Fidelity Leveraged Company Stock Fund | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth | |||
| Inception Date | Dec 19, 2000 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | FLVCX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.72% | |||
| Dividend | FLVCX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.03% | |||
| Asset Allocation | FLVCX-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 | FLVCX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.21% | |||
| 30-Day Total Return | 5.12% | |||
| 60-Day Total Return | 28.56% | |||
| 90-Day Total Return | 12.59% | |||
| Year to Date Total Return | 4.49% | |||
| 1-Year Total Return | 12.81% | |||
| 2-Year Total Return | 47.52% | |||
| 3-Year Total Return | 70.11% | |||
| 5-Year Total Return | 122.91% | |||
| Price | FLVCX-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 | FLVCX-NASDAQ | Click to Compare |
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| Nav | -- | |||
| 1-Month Low NAV | $37.94 | |||
| 1-Month High NAV | $40.26 | |||
| 52-Week Low NAV | $30.05 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $42.46 | |||
| 52-Week High Price (Date) | Dec 04, 2024 | |||
| Beta / Standard Deviation | FLVCX-NASDAQ | Click to Compare |
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| Beta | 1.15 | |||
| Standard Deviation | 22.25 | |||
| Balance Sheet | FLVCX-NASDAQ | Click to Compare |
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| Total Assets | 3.43B | |||
| Operating Ratios | FLVCX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.70% | |||
| Turnover Ratio | 50.00% | |||
| Performance | FLVCX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 22.69% | |||
| Last Bear Market Total Return | -18.99% | |||