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Fidelity Leveraged Co Stock Fd: (MF: FLVCX)

(MF) As of Dec 24, 2014 06:05 PM ET

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$45.57 USD

+0.03 (0.07%)

Zacks MF Rank : 1 - Strong Buy [?] 1        

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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General Information as of Nov 30, 2014

% Yield 0.58
% SEC Yield NA
% YTD Return (as of Nov 30, 2014) 4.40
Objective Mid Blend
Peer GR MB

Zacks Premium Research for FLVCX

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Zacks MF Rank [?] Strong Buy 1
MF Research Report

( = Change in last 30 days)

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Portfolio Statistics

%Unrealized Gain YTD 37.54
Net Assets (Mil $) 11/30/2014 4,123.76
%Turnover 11/30/2014 10.00

Allocation

% of Portfolio
Large Growth 19.37
Large Value 58.66
Small Growth 8.83
Small Value 0.00
Foreign Stock 0.00
Emerging Market 0.00
Precious Metal 2.68
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 0.00

Sector / Country Weightings

As of 11/30/2014 % of Portfolio
Industrial Cyclical 25.65
Finance 12.95
Technology 10.44
Energy 9.66
Non-Durable 7.93
Health 7.75
Consumer Durables 5.86
Retail Trade 5.85
Other 5.83
Services 4.86
Utilities 3.22

Portfolio Holdings

Top Equity Holdings
(As of 7/31/2014)
% of Portfolio Value (Mil$)
LYONDELLBASELL INDU CL A 10.36 557.48
SERVICE CORP INTERNATIONA 3.86 207.83
COMCAST CORP 3.76 202.42
FORD MOTOR CO 2.64 141.82
GENERAL MOTORS CO 2.57 138.04
DELTA AIR LINES INC 2.55 137.29
BANK OF AMERICA CORP 2.45 131.79
BOSTON SCIENTIFIC CORP 2.24 120.57
GAMESTOP CORP CLASS A 2.02 108.70

Stock Holding % of Net Assets

As Of 7/31/2014
Total Issues 117
Avg. P/E 25.91
Avg. P/Book 3.30
Avg. EPS Growth 10.55
Avg. Market Value (Mil $) 39,970

Risk

3 Year 5 Year 10 Year
Beta 1.08 1.33 1.39
Alpha -0.28 -3.90 0.26
R Squared 0.72 0.86 0.77
Std. Dev. 11.56 18.64 23.41
Sharpe 1.98 0.98 2.00