Nasdaq - Delayed Quote USD

Fidelity Leveraged Company Stock K (FLCKX)

39.36
+0.39
+(1.00%)
At close: 8:04:17 PM EDT

Fund Summary

The fund normally invests at least 80% of assets in stocks. It invests primarily in common stocks of leveraged companies (companies that issue lower-quality debt and other companies with leveraged capital structures). The fund potentially invests in lower-quality debt securities (those of less than investment-grade quality, also referred to as high yield debt securities or junk bonds) and invests in domestic and foreign issuers. It invests in either "growth" stocks or "value" stocks or both.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 35.76%
Worst 1Y Total Return --
Number of Years Up 12
Number of Years Down 4

Performance & Risk

YTD Return 1.25%
5y Average Return 19.96%
Rank in Category (ytd) 98
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.24
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
FLCKXCategory AverageFLCKXCategory AverageFLCKXCategory Average
Alpha -3.26 -0.01 -0.7 -0.01 -4.93 -0.01
BETA 1.24 0.01 1.21 0.01 1.26 0.01
Mean Annual Return 0.96 0.01 1.49 0.01 0.89 0.01
R-squared 89.77 0.94 87.66 0.95 87.79 0.95
Standard Deviation 21.41 0.17 20.78 0.19 20.65 0.15
Sharpe Ratio 0.33 0 0.72 0.01 0.42 0.01
Treynor Ratio 4.06 0.03 11.68 0.1 5.5 0.1

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