FLVCX
Fidelity Leveraged Company Stock Fund
1W: -0.4%
1M: +1.7%
3M: -16.3%
YTD: -1.3%
1Y: -2.6%
3Y: +68.5%
5Y: +50.2%
$44.55
+0.31 (+0.70%)
Weekly Expected Move ±2.8%
$42
$43
$44
$45
$47
Key Statistics
AUM$3.9B
Holdings68
Top 10 Wt49.1%
Volume0
Avg Volume0
Beta1.40
Portfolio Fundamentals
P/E3.6
P/B1.3
Div Yield0.68%
ROE41.2%
% Profitable84%
Inception2000-12-19
Sector Allocation
Industrials
29.3%
Technology
22.6%
Financial Services
14.8%
Communication Services
11.0%
Real Estate
6.8%
Utilities
6.0%
+5 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | NVIDIA CORP | 0QOJ.L | 6.70% | $275.8M | 1,381,900 |
| 2 | ALPHABET INC | GOOGL.SW | 6.58% | $270.9M | 703,900 |
| 3 | COMFORT SYSTEMS USA INC | FIX | 5.48% | $225.8M | 122,700 |
| 4 | TAIWAN SEMICONDUCTOR MFG CO LTD | TSFA.F | 5.03% | $207.1M | 523,000 |
| 5 | VERTIV HOLDINGS CO | VRT | 4.95% | $203.7M | 620,000 |
| 6 | META PLATFORMS INC | FB2A.DE | 4.38% | $180.3M | 294,700 |
| 7 | VISTRA CORP | VST | 4.30% | $176.9M | 1,120,800 |
| 8 | APOLLO GLOBAL MANAGEMENT, INC | APO | 4.05% | $166.7M | 1,295,000 |
| 9 | MICRON TECHNOLOGY INC | MTE.DE | 3.94% | $162.1M | 313,500 |
| 10 | TOPBUILD CORP | BLD | 3.75% | $154.5M | 349,000 |