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Fidelity Leveraged Company Stock Fund

NAS: FLVCX

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Overview Holdings Charts Historical Quotes
FLVCX
/zigman2/quotes/203575147/realtime

$

38.49

Change

+0.13 +0.34%

May 20, 2022

YTD return

-19.17%

5 yr avg return

10.41%

Total net assets

2.01B

52 week low

52 week high

$37.86

$50.49

Yield

0.29%

Fees & Expenses

Front load

0.00%

Deferred load

0.00%

Max. redemption fee

0.00%

Total expense ratio

0.75%

12 b-1

n/a

Turnover

15.00%

Expense Calculator

Amt Invested:

Timeframe:

Total expense ratio:

Front load:

Deferred load:

Expense projection:

Estimated Total:

* Expense Calculator results are based on the fund's past performance. Preferred load may be less. Check with your fund company for exact values.

Distributions

Income dividend

0.10

Dividend freq.

Semiannual

Capital gain (2021)

3.89

Capital gain (YTD)

n/a

Risk Measures

Alpha

-0.35

Beta

1.30

Standard deviation

7.19

R. squared

0.89

Min. Investment

Standard (taxable)

0

IRA

0

Mutual Fund Prospectuses

Compare:
Indexes
  • Dow(INDU) INDU
  • Nasdaq (COMP) COMP
  • S&P 500 (SPX) SPX
  • Global Dow (GDOW) GDOW
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/news/latest/company/us/flvcx

MarketWatch News on FLVCX

  1. Beware the Debt Lurking in Your Stock Funds

    2:56 a.m. Jan. 21, 2017

    - Barron's Online

  2. Gold bugs about to get squashed

    4:07 p.m. Feb. 16, 2011

    - MarketWatch

  3. audio content Lowell: Gold bugs will get 'squashed'

    7:40 p.m. Feb. 15, 2011

    - Chuck Jaffe

  4. Time to buy small- and mid-caps: McKee

    2:17 p.m. Feb. 10, 2011

    - MarketWatch

  5. audio content Timing expert suggests move to small- and mid-caps

    9:21 p.m. Feb. 9, 2011

    - Chuck Jaffe

  6. Global, small-cap funds on shopping list

    7:35 p.m. Sept. 27, 2010

    - MarketWatch

  7. audio content McKee: Basic stock-bond hybrids are worth a look

    4:22 p.m. Sept. 27, 2010

    - Chuck Jaffe

  8. Losing stock funds are now market leaders

    8:00 a.m. July 8, 2009

    - Jonathan Burton

  9. Low-quality stocks bring funds high-quality gains

    2:18 p.m. July 2, 2009

    - Jonathan Burton

  11. audio content Look for managers who work to stay ahead of the curve

    7:36 a.m. Aug. 1, 2008

    - Chuck Jaffe

  12. Top performers, while bullish on equities, widely diversified

    12:01 a.m. April 29, 2008

    - Mark Hulbert

  13. It may be time to swap out of some sector funds

    1:35 p.m. April 16, 2008

    - MarketWatch

  14. audio content Not time to buy financials yet

    12:36 p.m. April 16, 2008

    - Chuck Jaffe

  15. Five funds that will open doors for first-time home buyers

    2:01 p.m. March 9, 2008

    - Jonathan Burton

  16. Sit tight on Janus funds despite management changes

    10:38 a.m. Dec. 12, 2007

    - MarketWatch

  17. audio content Janus manager losses worrisome, but not enough to sell

    10:26 a.m. Dec. 12, 2007

    - Chuck Jaffe

  18. It's easier to stay put in less-risky funds

    11:36 a.m. Oct. 3, 2007

    - MarketWatch

  19. audio content Funds are safer, so investors are more comfortable

    7:35 a.m. Oct. 3, 2007

    - Chuck Jaffe

  20. Using just one fund company? Build carefully, editor says

    10:26 a.m. July 13, 2007

    - MarketWatch

  21. Loading more headlines...

Lipper Leader

Total Return: 3 Consistent Return: 3 Preservation: 2 Tax Efficiency: 3 Expense: 4

YTD Lipper Ranking: Quintile 4 (67th percentile)

Lipper Ranking & Performance

Fund return Category Index
(S&P 500)		 % rank in category Quintile rank
YTD -19.17% -17.64% -17.70% 67% 4
1yr -10.25% -8.38% -4.90% 71% 4
3yr 13.51% 10.52% 13.00% 13% 1
5yr 10.41% 9.88% 12.40% 48% 3
10yr 12.06% 11.95% 13.9% 55% 3

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$122,281

Fund Comparison

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Fund Details

Category

Multi-Cap Core Funds

Fund family

Fidelity Invest

Fund status

Open

Fund inception

December 19, 2000

Manager

Notkin/Chang

Investment Policy

The Fund seeks capital appreciation. Invests at least 80% of its assets in common stocks of leveraged firms (those that issue lower-quality debt and other firms with leveraged capital structures). Securities may be "growth" or "value" or a mixed stock, as well as foreign or domestic.

Top Holdings

/news/nonmarketwatch/company/us/flvcx

Other News on FLVCX

  1. 3 Fidelity Funds for Risks of All Colors

    6:27 a.m. March 11, 2014

    - InvestorPlace.com

  2. Rebound of the Losers

    5:29 p.m. July 8, 2009

    - The Wall Street Journal Interactive Edition

  3. Junk Fund Managers on the Move

    11:59 p.m. July 22, 2003

    - The Wall Street Journal Interactive Edition

  4. Fidelity Investments Taps Soviero

    11:38 a.m. July 16, 2003

    - The Wall Street Journal Interactive Edition

  5. Fidelity Loses Top Funds Manager

    12:01 a.m. July 16, 2003

    - The Wall Street Journal Interactive Edition

  6. Distressed Firms Boost Winners

    12:01 a.m. July 7, 2003

    - The Wall Street Journal Interactive Edition

Link to MarketWatch's Slice.