Fidelity Leveraged Company Stock Fund
FLVCX
NASDAQ
| Weiss Ratings | FLVCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | FLVCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Fidelity Investments | |||
| Manager/Tenure (Years) | Mark Notkin (9), Brian Chang (6) | |||
| Website | http://www.institutional.fidelity.com | |||
| Fund Information | FLVCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.00% | |||
| Dividend | FLVCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 0.72% | |||
| Asset Allocation | FLVCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 0.05% | |||
| Stock | 99.93% | |||
| U.S. Stock | 93.44% | |||
| Non-U.S. Stock | 6.49% | |||
| 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 |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 4.17% | |||
| 30-Day Total Return | 6.06% | |||
| 60-Day Total Return | 23.23% | |||
| 90-Day Total Return | 17.75% | |||
| Year to Date Total Return | 21.07% | |||
| 1-Year Total Return | 43.42% | |||
| 2-Year Total Return | 59.76% | |||
| 3-Year Total Return | 113.19% | |||
| 5-Year Total Return | 93.92% | |||
| Price | FLVCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 |
Click to Compare |
Click to Compare |
| Nav | $53.20 | |||
| 1-Month Low NAV | $49.86 | |||
| 1-Month High NAV | $53.20 | |||
| 52-Week Low NAV | $38.85 | |||
| 52-Week Low NAV (Date) | Jun 02, 2025 | |||
| 52-Week High NAV | $53.20 | |||
| 52-Week High Price (Date) | Jun 01, 2026 | |||
| Beta / Standard Deviation | FLVCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.43 | |||
| Standard Deviation | 20.61 | |||
| Balance Sheet | FLVCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 4.30B | |||
| Operating Ratios | FLVCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.69% | |||
| Turnover Ratio | 12.00% | |||
| Performance | FLVCX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 39.53% | |||
| Last Bear Market Total Return | -18.99% | |||