Nasdaq - Delayed Quote USD

Fidelity Advisor Leveraged Co StkI (FLVIX)

52.27 +0.12 (+0.23%)
At close: 8:01 PM EDT
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DELL
  • Previous Close 52.15
  • YTD Return 15.71%
  • Expense Ratio 0.64%
  • Category Large Blend
  • Last Cap Gain 41.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 1.11B
  • Beta (5Y Monthly) 1.14
  • Yield 0.39%
  • 5y Average Return --
  • Holdings Turnover 57.00%
  • Last Dividend 0.22
  • Inception Date Aug 13, 2013

The fund normally invests at least 80% of assets in stocks. It normally 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). It invests in domestic and foreign issuers. The fund invests in either "growth" stocks or "value" stocks or both.

Fidelity Investments

Fund Family

Large Blend

Fund Category

1.11B

Net Assets

2013-08-13

Inception Date

Performance Overview: FLVIX

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Trailing returns as of 6/26/2024. Category is Large Blend.

YTD Return

FLVIX
15.71%
Category
5.31%
 

1-Year Return

FLVIX
38.77%
Category
20.31%
 

3-Year Return

FLVIX
6.62%
Category
6.48%
 

5-Year Return

FLVIX
16.37%
Category
11.78%
 

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Holdings: FLVIX

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Top 10 Holdings (27.76% of Total Assets)

SymbolCompany% Assets
META
Meta Platforms, Inc. 4.71%
NVDA
NVIDIA Corporation 3.97%
MSFT
Microsoft Corporation 3.41%
AJG
Arthur J. Gallagher & Co. 2.88%
VST
Vistra Corp. 2.71%
ON
ON Semiconductor Corporation 2.11%
LNG
Cheniere Energy, Inc. 2.06%
AMZN
Amazon.com, Inc. 2.02%
BYD
Boyd Gaming Corporation 1.99%
FI
Fiserv, Inc. 1.89%

Sector Weightings

SectorFLVIX
Technology   27.01%
Industrials   17.81%
Utilities   6.05%
Energy   5.06%
Healthcare   2.29%
Real Estate   0.00%

Recent News: FLVIX

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Research Reports: FLVIX

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