Fidelity Leveraged Pany Fund Quote
| FLVCX Fund | USD 35.50 0.14 0.39% |
PerformanceVery Weak
| Odds Of DistressLow
|
Fidelity Leveraged is trading at 35.50 as of the 22nd of March 2025; that is 0.39 percent decrease since the beginning of the trading day. The fund's open price was 35.64. Fidelity Leveraged has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 22nd of December 2024 and ending today, the 22nd of March 2025. Click here to learn more.
The fund normally invests at least 80 percent of assets in stocks. It invests primarily in common stocks of leveraged companies . The fund potentially invests in lower-quality debt securities and invests in domestic and foreign issuers. It invests in either growth stocks or value stocks or both.. More on Fidelity Leveraged Pany
Moving together with Fidelity Mutual Fund
Moving against Fidelity Mutual Fund
Fidelity Mutual Fund Highlights
| Fund Concentration | Fidelity Investments Funds, Large Growth Funds, Large Blend Funds, Large Blend, Fidelity Investments, Large Growth, Large Blend (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 29th of September 2022 |
| Fiscal Year End | July |
Fidelity Leveraged Pany [FLVCX] is traded in USA and was established 22nd of March 2025. Fidelity Leveraged is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Fidelity Investments family. This fund currently has accumulated 2 B in assets under management (AUM) with no minimum investment requirementsFidelity Leveraged Pany is currently producing year-to-date (YTD) return of 1.62% with the current yeild of 0.01%, while the total return for the last 3 years was 10.2%.
Check Fidelity Leveraged Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Fidelity Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Fidelity Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Fidelity Leveraged Pany Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Fidelity Leveraged Pany Mutual Fund Constituents
| MCHP | Microchip Technology | Stock | Information Technology | |
| V | Visa Class A | Stock | Financials | |
| NXPI | NXP Semiconductors NV | Stock | Information Technology | |
| NVDA | NVIDIA | Stock | Information Technology | |
| ADBE | Adobe Systems Incorporated | Stock | Information Technology | |
| NFLX | Netflix | Etf | Communication Services | |
| HCA | HCA Holdings | Etf | Health Care | |
| LRCX | Lam Research Corp | Stock | Information Technology |
Fidelity Leveraged Pany Risk Profiles
| Mean Deviation | 1.38 | |||
| Standard Deviation | 1.82 | |||
| Variance | 3.3 | |||
| Risk Adjusted Performance | (0.09) |
Fidelity Leveraged Against Markets
Other Information on Investing in Fidelity Mutual Fund
Fidelity Leveraged financial ratios help investors to determine whether Fidelity Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Fidelity with respect to the benefits of owning Fidelity Leveraged security.
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