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 74 positions across sectors including Information Technology, Industrials, Communication Services. 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. (6.7%), Alphabet Inc. Class A (6.6%), Comfort Systems Usa Inc Common Stock (5.5%), Taiwan Semiconductor Manufacturing Co. Ltd. - Adr (5.0%), Vertiv Holding-A (5.0%). 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.