Fidelity Leveraged Company Stock
(FLVCX)
| Symbol | Value ($) |
|---|---|
| Morningstar Rating | |
| Previous Close | 37.84 |
| Category | Mid-Cap Blend |
| Net Assets | 4.12 Bil |
| Yield | 0.33% |
| Morningstar Risk | High |
| Morningstar Return | Above Average |
- Last NAV update 6/17/2013 4:00 PM ET
| NA |
|---|
| The investment seeks capital appreciation. The fund normally invests at least 80% of assets in stocks. It invests primarily in common stocks of leveraged companies (companies that issue lower-quality debt and other companies with leveraged capital structures). The fund potentially invests in lower-quality debt securities and invests in domestic and foreign issuers. It invests in either "growth" stocks or "value" stocks or both. The fund uses fundamental analysis of each issuer's financial condition and industry position and market and economic conditions to select investments. |
| 2009 | 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|---|
| Return | 59.56% | 24.51% | -10.62% | 28.82% | 17.44% |
| Value ($) | 15,956.00 | 19,866.82 | 17,756.96 | 22,874.52 | 26,863.84 |
- Year to date performance as of 6/16/2013 8:00 PM ET
| Symbol | Value ($) |
|---|---|
| Fund Family | Fidelity Investments |
| Fund Manager | Thomas Soviero |
| Tenure (Years) | 10 |
| Fund Status | Open |
| Minimum Initial Purchase | 10,000.00 |
| Minimum IRA Investment | 2,500.00 |
| Front Load | 0.00 |
| Expense Ratio | 0.82% |
| Symbol | Value ($) |
|---|---|
| 1 Month | -0.63% |
| 3 Months | 4.97% |
| 1 Year | 38.74% |
| 3 Years* | 17.04% |
| 5 Years* | 2.03% |
- * Annualized returns
- Performance as of 6/16/2013 8:00 PM ET
| FLVCX | Mid-Cap Blend | |
|---|---|---|
| 5-Yr Return | 2.03% | 5.33% |
| Sharpe Ratio | 0.84 | 0.90 |
| Net Assets | 4.12 Bil | 552.12 Mil |
| Avg Market Cap | 10.74 Bil | 6.30 Bil |
| Avg P/E | 13.88 | 15.49 |
| Portfolio Turnover | 29 | 55 |
| Symbol | Value ($) |
|---|---|
| Stocks | 83.14% |
| Cash | 15.22% |
| Fixed Income | 1.21% |
| Other | 0.43% |
| NAME | % NET ASSETS |
|---|---|
| LyondellBasell Industries NV | 8.41% |
| Service Corporation International, Inc. | 4.16% |
| AES Corp | 2.99% |
| General Motors Co | 2.78% |
| Comcast Corp Class A | 2.72% |
| HollyFrontier Corp | 2.48% |
| Tenet Healthcare Corp | 2.16% |
| Ford Motor Co | 1.90% |
| GameStop Corp Class A | 1.58% |
| Cinemark Holdings Inc | 1.58% |
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