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Fidelity® Leveraged Company Stock FLVCX

Analyst rating as of
NAV / 1-Day Return
35.81  /  0.42 %
Total Assets
2.0 Bil
Adj. Expense Ratio
0.750%
Expense Ratio
0.750%
Fee Level
Average
Longest Manager Tenure
5.75 years
Category
Large Blend
Investment Style
Large Blend
Min. Initial Investment
0
Status
Open
TTM Yield
0.29%
Turnover
15%

Morningstar’s Analysis

Will FLVCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A strong option in its niche, though not for the weak of heart.

Summary

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Fidelity Leveraged Company Stock’s volatile nature and niche mandate hasn’t kept Mark Notkin from showing he can pilot the strategy effectively. Its cheaper share classes earn a Morningstar Analyst Rating of Silver, while its pricier ones are rated Bronze and Neutral.

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