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Fidelity Leveraged Company Stock K (FLCKX)

38.76 +0.09 (+0.23%)
At close: 8:01 PM EDT

Fund Summary

The fund normally invests at least 80% of assets in stocks. It normally 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 (those of less than investment-grade quality, also referred to as high yield debt securities or junk bonds). It invests in domestic and foreign issuers. The fund invests in either "growth" stocks or "value" stocks or both.

Fidelity Leveraged Company Stock K

Boston, MA 02109
82 Devonshire Street

Fund Overview

Category Large Blend
Fund Family Fidelity Investments
Net Assets 2.48B
YTD Return 23.80%
Yield 0.85%
Morningstar Rating
Inception Date May 09, 2008

Fund Operations

Last Dividend 0.27
Last Cap Gain 0.00
Holdings Turnover 47.00%
Average for Category --

Fees & Expenses

Expense FLCKX Category Average
Annual Report Expense Ratio (net) 0.62% 0.78%
Prospectus Net Expense Ratio 0.62% --
Prospectus Gross Expense Ratio 0.62% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Mr. Notkin is a vice president and co-manager of Fidelity Investments. Since joining Fidelity in 1994, he has worked as a research analyst and portfolio manager.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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