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, Communication Services. Inception date: 2024-10-18.

FLEOX performance shows a YTD return of 14.15%. The 1-year return is 18.27% and the 5-year return is 12.57%. FLEOX dividend yield stands at 4.09%, paid semi-annually.

FLEOX top holdings include Nvidia Corp (6.7%), Alphabet Inc,class A (6.6%), Comfort Systems USA Inc. (5.5%), Taiwan Semiconductor Manufacturing Co Ltd (5.0%), Vertiv Holdings Co (5.0%). 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.