Fidelity Leveraged Company Stock Fund Class K (FLCKX)

$40.29
A Fund
-- Sector
Fund TypeMutual Fund
Fund CategoryU.S. Equities - Blend
Fund BenchmarkU.S. Mid Cap
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
Fidelity Leveraged Company Stock Fund Class K 41 1.15 14.92% 12.25% 0.68%
U.S. Mid Cap 37 1.05 8.18% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 14.33% 7.44% 6.89%
Year-to-Date 14.92% 8.18% 6.74%
1 Year 24.20% 0.00% 24.20%

Risk, Fees & Styles

(as of 9/30/2020)
RISK PROFILE Help

Fund's Risk

41%

(very high)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 41% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.68%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$869

Real cost (fees + lost compounding)

$1,074

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
95%

Return in excess of styles
(over past year)
3.84%