Fidelity Leveraged Company Stock
82 Devonshire St Mailzone Z1c Boston MA 02109
Map
Phone: 800-544-9797
| Category: | Mid-Cap Blend | | Fund Family: | Fidelity Investments | | Net Assets: | 3.84B | | Year-to-Date Return: | 42.98% | | Yield: | 0.88% | | Morningstar Rating: |  | | Fund Inception Date: | 19-Dec-00 |
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Thomas T. Soviero
Lead Manager since
01-Jul-03 | | | Soviero is vice president and manager of Fidelity Investments. Since joining Fidelity Investments in 1989, he has worked as a research analyst, manager and director of high yield research. Soviero holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $10,000 | | Min Initial Investment, IRA: | $2,500 | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks capital appreciation. The fund normally invests at least 80% of the assets in stocks. It normally invests the fund's assets primarily in common stocks of leveraged companies. The fund defines leveraged companies as companies that issue lower-quality debt and other companies with leveraged capital structures. It may also invest the fund's assets in lower-quality debt securities. |
| Last Dividend
(11-Sep-09):
| 0.08 | | Last Cap Gain
(12-Sep-08):
| 0.25 | | Annual Holdings Turnover
| 34.00% | | Average for Category:
| 90.71% |
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| Expense | FLVCX | Category
Avg | | Total Expense Ratio: | 0.92%
| 1.36% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.26% | | Max Deferred Sales Load: | %
| 2.31% | | 3 Yr Expense Projection*: |
$ 293 | $623 | | 5 Yr Expense Projection*: |
$ 509 | $964 | | 10 Yr Expense Projection*: |
$ 1,131 | $1,949 |
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0.01% Nasdaq 
0.22%
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