FLEOX Mutual Fund

FLEOX Mutual Fund (Fidelity Leveraged Company Stock Fund Class Z) is managed by Fidelity Investments (US). FLEOX expense ratio is 0.61%, holding 74 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2024-10-18.

FLEOX performance shows a YTD return of 15.56%. The 1-year return is 20.41% and the 5-year return is 12.57%. FLEOX dividend yield stands at 4.09%, paid semi-annually.

FLEOX top holdings include Nvidia Corp (6.9%), Alphabet Inc,class A (6.7%), Micron Technology, Inc. (5.7%), Taiwan Semiconductor - Adr (4.7%), Athene (Ath) / Apollo Global Management (Apo) (4.3%). Go to all FLEOX holdings, FLEOX sectors, or FLEOX dividends.

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