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Fidelity Leveraged Co Stock Fd: (MF: FLVCX)

(MF) As of Apr 28, 2016 06:05 PM ET

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$40.66 USD

-0.41 (-1.00%)

Is FLVCX a
Buy, Hold or Sell?

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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 Mar 31, 2016

Total Return %* Percentile Rank Objective
YTD -2.33 75
3 months -2.33 75
6 months 0.04 84
1 Year -11.92 91
3 Year 5.23 85
5 Year 6.89 75
10 Year 5.57 55

* 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
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Portfolio Statistics

%Unrealized Gain YTD 25.69
% Yield 0.91
% SEC Yield NA
Net Assets (Mil $) 3/31/2016 2,946.52
%Turnover 3/31/2016 4.00

Risk

3 Year 5 Year 10 Year
Beta 1.12 1.31 1.38
Alpha -6.99 -6.94 -1.79
R Squared 0.82 0.85 0.79
Std. Dev. 14.06 17.38 23.82
Sharpe 0.44 0.48 3.00

Sector / Country Weightings

As of 3/31/2016 % of Portfolio
Industrial Cyclical 26.17
Finance 14.86
Technology 11.46
Services 8.32
Other 7.68
Non-Durable 7.19
Health 6.71
Consumer Durables 5.59
Energy 5.48
Retail Trade 5.18
Utilities 1.36

Portfolio Holdings

Top Equity Holdings
(As of 1/31/2016)
% of Portfolio Value (Mil$)
LYONDELLBASELL INDU CL A 8.13 282.22
SERVICE CORP INTERNATIONA 6.19 214.69
BOSTON SCIENTIFIC CORP 4.27 148.25
DELTA AIR LINES INC 3.23 112.13
BANK OF AMERICA CORP 2.95 102.42
COMCAST CORP 2.68 93.16
GENERAL MOTORS CO 2.68 92.88
WESTROCK COMPANY 2.63 91.40
TENET HEALTHCARE CORP 2.32 80.43

Stock Holding % of Net Assets

As Of 1/31/2016
Total Issues 106
Avg. P/E 28.30
Avg. P/Book 3.67
Avg. EPS Growth 10.95
Avg. Market Value (Mil $) 35,299

Allocation

% of Portfolio
Large Growth 0.00
Large Value 55.33
Small Growth 14.75
Small Value 0.00
Foreign Stock 0.00
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 24.39