FLELX Mutual Fund

FLELX Mutual Fund (Fidelity Leveraged Company Stock Fund Class M) is managed by Fidelity Investments (US). FLELX expense ratio is 1.23%, holding 74 positions across sectors including Information Technology, Industrials, Communication Services. Inception date: 2024-10-18.

FLELX performance shows a YTD return of 13.76%. The 1-year return is 17.57% and the 5-year return is 11.93%. FLELX dividend yield stands at 4.14%, paid semi-annually.

FLELX 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 FLELX holdings, FLELX sectors, or FLELX dividends.

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