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 76 positions across sectors including Information Technology, Industrials, Financials. 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 4.18%, paid semi-annually.

FLELX top holdings include Nvidia Corp. (6.3%), Meta Platforms, Inc. (5.5%), Alphabet Inc Common Stock USD 0.001 (4.9%), Vistra Energy Corp. (4.4%), Comfort Systems USA Inc. (4.1%). 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.