FLENX Mutual Fund

FLENX Mutual Fund (Fidelity Leveraged Company Stock Fund Class I) is managed by Fidelity Investments (US). FLENX expense ratio is 0.73%, holding 76 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2024-10-18.

FLENX performance shows a YTD return of 14.07%. The 1-year return is 18.14% and the 5-year return is 12.49%. FLENX dividend yield stands at 4.15%, paid semi-annually.

FLENX 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 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.