Fidelity Advisor® Leveraged Co Stk C (FLSCX)
31.81
-0.02
(-0.06%)
USD |
Mar 28 2023
Key Stats
| Expense Ratio | Total Assets Under Management | Dividend Yield | Turnover Ratio |
|---|---|---|---|
| 1.81% | 982.52M | 0.18% | 27.00% |
| 1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized All Time Total Returns (Daily) | Max Drawdown (All) |
| -137.52M | -15.94% | Upgrade | Upgrade |
Basic Info
| Investment Strategy | |
| The investment seeks capital appreciation. 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. |
| General | |
| Security Type | Mutual Fund |
| Oldest Share Symbol | FLVIX |
| Equity Style | Large Cap/Blend |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Large Blend |
| Category Index | Russell 1000 TR USD |
| Global Category Name | US Equity Large Cap Blend |
| YCharts Categorization | US Large Cap Blend |
| YCharts Benchmark | S&P 500 Total Return (^SPXTR) |
| Prospectus Objective | Growth |
| Fund Owner Firm Name | Fidelity Investments |
| Prospectus Benchmark Index | |
| Russell Mid Cap TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Brian Chang | 3.42 yrs |
| Mark Notkin | 3.42 yrs |
Net Fund Flows Versus Category
1 Month
% Rank:
--
--
Category Low
--
Category High
1 Year
% Rank:
72
-137.52M
-24.24B
Category Low
51.36B
Category High
3 Months
% Rank:
--
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Category Low
--
Category High
3 Years
% Rank:
--
--
Category Low
--
Category High
6 Months
% Rank:
--
--
Category Low
--
Category High
5 Years
% Rank:
--
--
Category Low
--
Category High
YTD
% Rank:
--
--
Category Low
--
Category High
10 Years
% Rank:
--
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Category Low
--
Category High
As of February 28, 2023
Risk
Performance Versus Category
As of March 28, 2023. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of March 28, 2023.
Asset Allocation
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| IQVIA Holdings Inc | 3.67% | 192.88 | 1.59% |
| UnitedHealth Group Inc | 3.42% | 466.54 | -1.28% |
| Boyd Gaming Corp | 3.13% | 62.32 | 1.85% |
| Thermo Fisher Scientific Inc | 3.12% | 554.89 | 0.12% |
| Caesars Entertainment Inc | 3.01% | 45.18 | 3.30% |
| PG&E Corp | 2.90% | 15.83 | 0.57% |
| Cheniere Energy Inc | 2.82% | 155.61 | 1.36% |
|
Fidelity Revere Str Tr
|
2.63% | -- | -- |
| Nexstar Media Group Inc | 2.59% | 170.48 | 2.67% |
|
JBS SA
|
2.56% | -- | -- |
Basic Info
| Investment Strategy | |
| The investment seeks capital appreciation. 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. |
| General | |
| Security Type | Mutual Fund |
| Oldest Share Symbol | FLVIX |
| Equity Style | Large Cap/Blend |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Large Blend |
| Category Index | Russell 1000 TR USD |
| Global Category Name | US Equity Large Cap Blend |
| YCharts Categorization | US Large Cap Blend |
| YCharts Benchmark | S&P 500 Total Return (^SPXTR) |
| Prospectus Objective | Growth |
| Fund Owner Firm Name | Fidelity Investments |
| Prospectus Benchmark Index | |
| Russell Mid Cap TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Brian Chang | 3.42 yrs |
| Mark Notkin | 3.42 yrs |
Fundamentals
| General | |
| Distribution Yield | Upgrade |
| Dividend Yield TTM (3-28-23) | 0.18% |
| 30-Day SEC Yield | -- |
| 7-Day SEC Yield | -- |
| Number of Holdings | Upgrade |
| Stock | |
| Weighted Average PE Ratio | 11.95 |
| Weighted Average Price to Sales Ratio | Upgrade |
| Weighted Average Price to Book Ratio | Upgrade |
| Weighted Median ROE | Upgrade |
| Weighted Median ROA | Upgrade |
| Forecasted Dividend Yield | Upgrade |
| Forecasted PE Ratio | Upgrade |
| Forecasted Price to Sales Ratio | Upgrade |
| Forecasted Price to Book Ratio | Upgrade |
As of December 31, 2022
Fund Details
| Key Dates | |
| Inception Date | 12/27/2000 |
| Last Annual Report Date | 7/31/2022 |
| Last Prospectus Date | 9/29/2022 |
| Share Classes | |
| FLSAX | A |
| FLSTX | M |
| FLVIX | Inst |
| FZAKX | Inst |
| Attributes | |
| Index Fund | No |
| Inverse Fund | No |
| Leveraged Fund | No |
| Fund of Funds | No |
| Currency Hedged Fund | No |
| Synthetic Replication Fund | No |
| Has Dividend Investment Plan | No |
| Socially Responsible Fund | No |