Fidelity Leveraged Company Stock K (FLCKX)

Fund Assets	4.04B
Expense Ratio	0.61%
Min. Investment	$0.00
Turnover	12.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	Dec 19, 2025

Previous Close	51.28
YTD Return	16.51%
1-Year Return	21.09%
5-Year Return	80.81%
52-Week Low	41.18
52-Week High	56.24
Beta (5Y)	1.40
Holdings	70
Inception Date	May 9, 2008

About FLCKX

Fidelity Leveraged Company Stock Fund - Class K is a mutual fund that seeks capital appreciation by investing predominantly in common stocks of companies with leveraged capital structures. The fund typically allocates at least 80% of its assets to equities, focusing on firms—both domestic and international—that have issued lower-quality debt, often referred to as high-yield or junk bonds. This approach targets companies across both the “growth” and “value” spectrums, without a bias toward a specific sector or market capitalization. The fund is designed to capitalize on opportunities within companies that use financial leverage as part of their capital structure, which may offer enhanced returns but also introduces higher levels of risk. By investing in a mix of both domestic and foreign issuers, the fund aims to diversify its portfolio and access a broad range of market opportunities. This makes it particularly relevant for investors interested in exposure to high-risk, high-potential segments of the equity market. Managed by Fidelity, this fund plays a specialized role in the broader market, catering to those seeking capital growth through investment in leveraged companies.

• Fund Family: Fidelity
• Category: Large Blend
• Performance Rating: Average
• Risk Rating: High
• Stock Exchange: NASDAQ
• Ticker Symbol: FLCKX
• Share Class: Class K
• Index: Russell MidCap TR

Performance

FLCKX had a total return of 21.09% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.64%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
FLEOX	Fidelity Advisor Leveraged Company Stock Fund: Class Z	0.61%
FLENX	Fidelity Advisor Leveraged Company Stock Fund: Class I	0.73%
FLEJX	Fidelity Advisor Leveraged Company Stock Fund: Class A	0.98%
FLELX	Fidelity Advisor Leveraged Company Stock Fund: Class M	1.23%

Top 10 Holdings

50.20% of assets

Name	Symbol	Weight
Micron Technology, Inc.	MU	7.08%
NVIDIA Corporation	NVDA	6.78%
Alphabet Inc.	GOOGL	6.70%
Comfort Systems USA, Inc.	FIX	5.22%
Taiwan Semiconductor Manufacturing Company Limited	TSM	5.09%
Vertiv Holdings Co	VRT	4.55%
Vistra Corp.	VST	4.18%
Apollo Global Management, Inc.	APO	3.88%
TopBuild Corp.	BLD	3.39%
Meta Platforms, Inc.	META	3.34%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 19, 2025	$1.185	Dec 22, 2025
Sep 12, 2025	$0.891	Sep 15, 2025
Dec 20, 2024	$1.140	Dec 23, 2024
Sep 13, 2024	$4.456	Sep 16, 2024
Dec 15, 2023	$1.218	Dec 18, 2023
Sep 8, 2023	$3.065	Sep 11, 2023

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Aug 26, 2026

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