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Fidelity Leveraged Company Stock Fd: (MF: FLVCX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$36.14 USD
+0.85 (2.41%)
Zacks MF Rank
2-Buy of 5 2
Fund Description
Fidelity Leveraged Company Stock Fund was incepted in December 2000 and is managed by the Fidelity Group. The objective of this fund is to seek capital appreciation. The fund normally invests at least 80% of assets in common stocks of leveraged companies (companies that issue lower-quality debt and other companies with leveraged capital structures). The fund invests in domestic and foreign issuers. The fund invests in either 'growth' stocks or 'value' stocks or both. The fund offers dividends and capital gains in September and December.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Fidelity Leveraged Company Stock | FLVCX | NA | NA | 0.00 | 0.00 | 0.69 | 0.69 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Fidelity Leveraged Company Stock | FLVCX | 36.14 | 12/19/2000 | 0.80 | -2.15 | 5.77 | 20.25 |
| Fidelity Leveraged Company Stock K | FLCKX | 33.08 | 5/15/2008 | 0.89 | -2.07 | 5.87 | 20.36 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Fidelity Leveraged Company Stock | FLVCX | 0 | 0 | 0 | S |
Contact Information
| Family | Fidelity |
| Address | 82 Devonshire St Boston, MA 02109 |
| Phone | 800 544-6666 |