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.
Will FLVCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FLVCX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the FLVCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of FLVCX’s parent organization’s priorities and whether they’re in line with investors’ interests.