FLEJX Mutual Fund

FLEJX Mutual Fund (Fidelity Leveraged Company Stock Fund Class A) is managed by Fidelity Investments (US). FLEJX expense ratio is 0.98%, holding 74 positions across sectors including Information Technology, Industrials, Communication Services. Inception date: 2024-10-18.

FLEJX performance shows a YTD return of 13.90%. The 1-year return is 17.84% and the 5-year return is 12.21%. FLEJX dividend yield stands at 4.12%, paid semi-annually.

FLEJX top holdings include Nvidia Corp (6.7%), Alphabet Inc,class A (6.6%), Comfort Systems USA Inc. (5.5%), Taiwan Semiconductor Manufacturing Co Ltd (5.0%), Vertiv Holdings Co (5.0%). Go to all FLEJX holdings, FLEJX sectors, or FLEJX dividends.

FLEJX can be compared against other funds. Use FLEJX overlap to find shared positions, or FLEJX vs another fund for a side-by-side view. FLEJX alternatives are available via the screener, along with tax-loss harvesting opportunities.