Back to top

Fidelity Leveraged Co Stock Fd: (MF: FLVCX)

(MF) As of Apr 17, 2014 06:05 PM ET

 Add to portfolio

$43.71 USD

+0.23 (0.53%)

Zacks MF Rank : 5 - Strong Sell [?]         5

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

General Information as of Mar 31, 2014

% Yield 0.58
% SEC Yield NA
% YTD Return (as of Mar 31, 2014) 1.54
Objective* Equity - Growth
Peer* GR MB

*Key

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 Sell 5
MF Research Report

( = Change in last 30 days)

Zacks Mutual Fund #1 Ranked Funds

View the Zacks Mutual Fund Rank Guide

Portfolio Statistics

%Unrealized Gain YTD 29.82
Net Assets (Mil $) 3/31/2014 4,134.56
%Turnover 3/31/2014 21.00

Allocation

% of Portfolio
Large Growth 0.00
Large Value 66.11
Small Growth 20.11
Small Value 0.00
Foreign Stock 0.00
Emerging Market 5.66
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 0.00

Sector / Country Weightings

As of 3/31/2014 % of Portfolio
Industrial Cyclical 24.24
Other 12.94
Finance 11.01
Retail Trade 8.29
Technology 8.09
Energy 8.09
Non-Durable 7.29
Consumer Durables 6.47
Health 5.22
Services 5.04
Utilities 3.32

Portfolio Holdings

Top Equity Holdings
(As of 10/31/2013)
% of Portfolio Value (Mil$)
LYONDELLBASELL INDU CL A 7.56 410.07
SERVICE CORP INTERNATIONA 4.28 232.08
COMCAST CORP 3.72 201.72
GENERAL MOTORS CO 3.35 181.57
FORD MOTOR CO 2.97 161.06
GAMESTOP CORP CLASS A 2.78 151.06
BOSTON SCIENTIFIC CORP 2.19 118.75
AES CORP 2.05 111.23
BANK OF AMERICA CORP 1.99 108.18

Stock Holding % of Net Assets

As Of 10/31/2013
Total Issues 115
Avg. P/E 26.46
Avg. P/Book 3.23
Avg. EPS Growth 10.69
Avg. Market Value (Mil $) 33,346

Risk

3 Year 5 Year 10 Year
Beta 1.38 1.48 1.41
Alpha -5.53 -1.77 2.46
R Squared 0.87 0.85 0.77
Std. Dev. 18.51 22.39 23.77
Sharpe 0.83 1.43 2.00