Nasdaq - Delayed Quote USD

Fidelity Advisor Leveraged Co Stk Z (FZAKX)

53.03 -0.46 (-0.86%)
At close: 8:06 AM EDT
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DELL
  • Previous Close 53.49
  • YTD Return 15.80%
  • 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 0.49%
  • 5y Average Return --
  • Holdings Turnover 57.00%
  • Last Dividend 0.28
  • 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: FZAKX

Trailing returns as of 6/20/2024. Category is Large Blend.

YTD Return

FZAKX
15.80%
Category
5.31%
 

1-Year Return

FZAKX
38.95%
Category
20.31%
 

3-Year Return

FZAKX
6.76%
Category
6.48%
 

5-Year Return

FZAKX
16.52%
Category
11.78%
 

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Holdings: FZAKX

Top 10 Holdings (27.76% of Total Assets)

SymbolCompany% Assets
META
META 4.71%
NVDA
NVDA 3.97%
MSFT
MSFT 3.41%
AJG
AJG 2.88%
VST
VST 2.71%
ON
ON 2.11%
LNG
LNG 2.06%
AMZN
AMZN 2.02%
BYD
BYD 1.99%
FI
FI 1.89%

Sector Weightings

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

Recent News: FZAKX

Research Reports: FZAKX

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