FLENX Mutual Fund

FLENX Mutual Fund (Fidelity Leveraged Company Stock Fund Class I) is managed by Fidelity Investments (US) with $296.0M in net assets. FLENX expense ratio is 0.71%, holding 69 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2024-10-18.

FLENX performance shows a YTD return of 3.77%. The 1-year return is 3.23% and the 5-year return is 12.49%.

FLENX top holdings include Nvidia Corp (6.9%), Alphabet Inc (6.7%), Micron Technology, Inc. (5.7%), Taiwan Semiconductor Manufacturing Co Ltd (4.7%), Apollo Global Management Inc (4.3%). Go to all FLENX holdings, FLENX sectors, or FLENX dividends.

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