Nasdaq - Delayed Quote
USD
Fidelity Leveraged Company Stock (FLVCX)
40.21
-1.43
(-3.43%)
At close: 5:33:20 PM EDT
Top 10 Holdings (47.77% of Total Assets)
Sector Weightings
Sector
FLVCX
Technology
33.05%
Industrials
27.60%
Financial Services
15.71%
Communication Services
10.02%
Utilities
5.06%
Consumer Cyclical
2.91%
Healthcare
1.91%
Basic Materials
1.89%
Consumer Defensive
1.38%
Energy
0.47%
Real Estate
0.00%
Overall Portfolio Composition (%)
| Cash | -0.08% |
| Stocks | 100.08% |
|---|---|
| Bonds | 0.01% |
| Others | 0.00% |
| Preferred | 0.00% |
| Convertible | 0.00% |
Bond Ratings
| US Government | 0.00% |
| AAA | -- |
|---|---|
| AA | -- |
| A | -- |
| BBB | -- |
| BB | -- |
| B | -- |
| Below B | -- |
| Other | -- |
Equity Holdings
| Average | FLVCX | Category Average |
|---|---|---|
|
Price/Earnings
|
0.03 | 0.04 |
|
Price/Book
|
0.14 | 0.21 |
|
Price/Sales
|
0.24 | 0.4 |
|
Price/Cashflow
|
0.05 | 0.06 |
|
Median Market Cap
|
175,954.27 | 335,222.28 |
|
3 Year Earnings Growth
|
28.31 | 21.25 |
Bond Holdings
| Average | FLVCX | Category Average |
|---|---|---|
|
Maturity
|
-- | -- |
|
Duration
|
0.05 | 4.6 |
|
Credit Quality
|
-- | -- |
Performance & Risk
| YTD Return | 8.82% |
| 5y Average Return | 10.58% |
| Rank in Category (ytd) | 11 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.46 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Blend |
| Fund Family | Fidelity Investments |
| Net Assets | 3.97B |
| YTD Return | 15.24% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Dec 19, 2000 |
Fund Summary
The fund normally invests at least 80% of assets in stocks. It normally invests primarily in common stocks of companies that issue lower-and medium-quality debt.
