Nasdaq - Delayed Quote USD

Fidelity Leveraged Company Stock K (FLCKX)

39.42 -0.09 (-0.23%)
At close: October 25 at 8:01 PM EDT
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DELL
  • Previous Close 39.51
  • YTD Return 23.80%
  • Expense Ratio 0.62%
  • Category Large Blend
  • Last Cap Gain 39.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 2.48B
  • Beta (5Y Monthly) 1.14
  • Yield 0.85%
  • 5y Average Return --
  • Holdings Turnover 50.00%
  • Last Dividend 0.27
  • Inception Date Oct 18, 2024

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

Fidelity Investments

Fund Family

Large Blend

Fund Category

2.48B

Net Assets

2024-10-18

Inception Date

Performance Overview: FLCKX

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Trailing returns as of 10/24/2024. Category is Large Blend.

YTD Return

FLCKX
23.80%
Category
5.31%
?

1-Year Return

FLCKX
38.41%
Category
20.31%
?

3-Year Return

FLCKX
8.75%
Category
6.48%
?

5-Year Return

FLCKX
16.65%
Category
11.78%
?

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Holdings: FLCKX

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Top 10 Holdings (29.78% of Total Assets)

SymbolCompany% Assets
NVDA
NVIDIA Corporation 4.73%
AJG
Arthur J. Gallagher & Co. 4.04%
META
Meta Platforms, Inc. 3.72%
MSFT
Microsoft Corporation 3.01%
APO
Apollo Global Management, Inc. 2.91%
VST
Vistra Corp. 2.82%
CEG
Constellation Energy Corporation 2.33%
PH
Parker-Hannifin Corporation 2.14%
LNG
Cheniere Energy, Inc. 2.13%
ON
ON Semiconductor Corporation 1.94%

Sector Weightings

Recent News: FLCKX

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Research Reports: FLCKX

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