47.89 Up +0.22 +0.46%
DETAILS
Symbol Value ($)
Morningstar Rating
Previous Close 47.67
Category Mid-Cap Blend
Net Assets 4.38 Bil
Yield 0.57%
Morningstar Risk High
Morningstar Return High
  • Last NAV update 8/29/2014 4:00 PM ET
INVESTMENT OBJECTIVE
NA
The investment seeks capital appreciation. The fund normally invests at least 80% of assets in stocks. It invests primarily in common stocks of leveraged companies (companies that issue lower-quality debt and other companies with leveraged capital structures). The fund potentially invests in lower-quality debt securities and invests in domestic and foreign issuers. It invests in either "growth" stocks or "value" stocks or both. The fund uses fundamental analysis of each issuer's financial condition and industry position and market and economic conditions to select investments.
CUMULATIVE PERFORMANCE OF $10,000
  2010 2011 2012 2013 2014
Return 24.51% -10.62% 28.82% 35.11% 10.75%
Value ($) 12,450.93 11,128.29 14,335.15 19,368.48 21,451.35
  • Year to date performance as of 8/29/2014 12:00 AM ET
MANAGEMENT & PURCHASE INFO
Symbol Value ($)
Fund Family Fidelity Investments
Fund Manager Thomas Soviero
Tenure (Years) 11
Fund Status Open
Minimum Initial Purchase 10,000.00
Minimum IRA Investment 2,500.00
Front Load 0.00
Expense Ratio 0.82%
PERFORMANCE
Symbol Value ($)
1 Month 3.06%
3 Months 6.05%
1 Year 24.71%
3 Years* 24.34%
5 Years* 18.85%
  • * Annualized returns
  • Performance as of 8/29/2014 12:00 AM ET
PEER COMPARISON
  FLVCX Mid-Cap Blend
5-Yr Return 18.85% 16.74%
Sharpe Ratio 1.39 1.28
Net Assets 4.38 Bil 692.91 Mil
Avg Market Cap 17.20 Bil 7.82 Bil
Avg P/E 14.70 19.31
Portfolio Turnover 21 66
HOLDINGS
Symbol Value ($)
Stocks 97.01%
Cash 2.51%
Fixed Income 0.26%
Other 0.21%
DATA PROVIDERS

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Fundamental company data and historical chart data provided by Morningstar Inc. Real-time index quotes and delayed quotes supplied by Morningstar Inc. Quotes delayed by up to 15 minutes, except where indicated otherwise. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by Morningstar Inc.

Financial data in US dollars | Page generated 5:18 PM ET
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