Despite strong recent performance, Fidelity Leveraged Company Stock’s one-of-a-kind leveraged equities mandate imposes considerable challenges over the long haul.
Fidelity Leveraged Company Stock Fund - Class K FLCKX
- NAV / 1-Day Return 44.94 / +0.69 %
- Total Assets 4.0B
-
Adj. Expense Ratio
0.590%
- Expense Ratio 0.590%
- Distribution Fee Level Average
- Share Class Type Retirement, Large
- Category Large Blend
- Investment Style Large Growth
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.00
- Turnover 38%
USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:11 AM GMT+0
Morningstar’s Analysis FLCKX
Will FLCKX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 47.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 6.86 | 277M | Technology |
Alphabet Inc Class A | 6.68 | 270M | Communication Services |
Micron Technology Inc | 5.70 | 231M | Technology |
Taiwan Semiconductor Manufacturing Co Ltd ADR | 4.72 | 191M | Technology |
Apollo Global Management Inc | 4.31 | 174M | Financial Services |
Vistra Corp | 4.11 | 166M | Utilities |
Arthur J. Gallagher & Co | 4.06 | 164M | Financial Services |
Comfort Systems USA Inc | 4.03 | 163M | Industrials |
Vertiv Holdings Co Class A | 3.71 | 150M | Industrials |
Parker Hannifin Corp | 3.60 | 146M | Industrials |
United States