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Fidelity Leveraged Co Stock Fd: (MF: FLVCX)

(MF) As of Jul 30, 2015 06:05 PM ET

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$46.95 USD

+0.14 (0.30%)

Zacks MF Rank : 2 - Buy [?]   2      

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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Latest Performance as of Jun 30, 2015

Total Return %* Percentile Rank Objective
YTD 5.34 17
3 months 1.12 20
6 months 5.34 17
1 Year 3.79 72
3 Year 19.80 10
5 Year 17.82 18
10 Year 9.10 17

* Annual for three years and beyond.

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 [?] Buy 2
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD 40.60
% Yield 0.67
% SEC Yield NA
Net Assets (Mil $) 6/30/2015 3,854.31
%Turnover 6/30/2015 6.00

Risk

3 Year 5 Year 10 Year
Beta 1.00 1.34 1.39
Alpha 2.31 -4.44 0.35
R Squared 0.73 0.87 0.78
Std. Dev. 9.99 17.29 23.33
Sharpe 2.03 1.13 3.00

Sector / Country Weightings

As of 6/30/2015 % of Portfolio
Industrial Cyclical 25.40
Finance 13.92
Technology 11.92
Health 8.32
Services 7.53
Other 7.43
Energy 7.29
Non-Durable 6.03
Consumer Durables 5.84
Retail Trade 5.07
Utilities 1.25

Portfolio Holdings

Top Equity Holdings
(As of 4/30/2015)
% of Portfolio Value (Mil$)
LYONDELLBASELL INDU CL A 9.43 471.45
SERVICE CORP INTERNATIONA 5.48 273.94
BOSTON SCIENTIFIC CORP 3.36 168.12
ROCK TENN COMPANY CL A 2.94 147.17
DELTA AIR LINES INC 2.87 143.45
FORD MOTOR CO 2.47 123.35
BANK OF AMERICA CORP 2.41 120.60
GENERAL MOTORS CO 2.30 114.73
CINEMARK HOLDINGS INC 2.00 99.88

Stock Holding % of Net Assets

As Of 4/30/2015
Total Issues 114
Avg. P/E 27.52
Avg. P/Book 3.49
Avg. EPS Growth 9.81
Avg. Market Value (Mil $) 37,756

Allocation

% of Portfolio
Large Growth 14.09
Large Value 56.40
Small Growth 0.00
Small Value 6.02
Foreign Stock 0.00
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 14.83
High Yield Bond 0.00