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Name

As of

Price

Aum/Mkt Cap

YIELD

Annualized forward dividend yield. Multiplies the most recent dividend payout amount by its frequency and divides by the previous close price.

Exp Ratio

Expense ratio is the fund’s total annual operating expenses, including management fees, distribution fees, and other expenses, expressed as a percentage of average net assets.

Watchlist

Fidelity Advisor® Leveraged Company Stock Fund

FLCBX |

-

$3.38 B

-

1.86%

Vitals

YTD Return

N/A

1 yr return

-10.3%

3 Yr Avg Return

4.5%

5 Yr Avg Return

6.9%

Net Assets

$3.38 B

Holdings in Top 10

39.4%

52 WEEK LOW AND HIGH

N/A
N/A
N/A

Expenses

OPERATING FEES

Expense Ratio 1.86%

SALES FEES

Front Load N/A

Deferred Load 5.00%

TRADING FEES

Turnover 4.00%

Redemption Fee N/A

Min Investment

Standard (Taxable)

$2,500

IRA

$500

Fund Classification

Fund Type

Open End Mutual Fund

Name

As of

Price

Aum/Mkt Cap

YIELD

Annualized forward dividend yield. Multiplies the most recent dividend payout amount by its frequency and divides by the previous close price.

Exp Ratio

Expense ratio is the fund’s total annual operating expenses, including management fees, distribution fees, and other expenses, expressed as a percentage of average net assets.

Watchlist

Fidelity Advisor® Leveraged Company Stock Fund

FLCBX |

-

$3.38 B

-

1.86%

FLCBX - Profile

Distributions

  • YTD Total Return N/A
  • 3 Yr Annualized Total Return 3.6%
  • 5 Yr Annualized Total Return 6.6%
  • Capital Gain Distribution Frequency Semi-Annually
  • Net Income Ratio -0.26%
DIVIDENDS
  • Dividend Yield 0.0%
  • Dividend Distribution Frequency None

Fund Details

  • Legal Name
    Fidelity Advisor® Leveraged Company Stock Fund
  • Fund Family Name
    Fidelity Investments
  • Inception Date
    Dec 27, 2000
  • Shares Outstanding
    N/A
  • Share Class
    B
  • Currency
    USD
  • Domiciled Country
    United States
  • Manager
    Thomas T. Soviero

Fund Description

FLCBX - Performance

Return Ranking - Trailing

Period FLCBX Return Category Return Low Category Return High Rank in Category (%)
YTD N/A -9.4% 23.9% N/A
1 Yr -10.3% -40.2% 16.6% N/A
3 Yr 4.5%* -14.3% 11.9% N/A
5 Yr 6.9%* -16.2% 8.5% N/A
10 Yr 5.7%* -4.4% 13.8% N/A

* Annualized

Return Ranking - Calendar

Period FLCBX Return Category Return Low Category Return High Rank in Category (%)
2023 N/A -44.3% 7.9% N/A
2022 N/A -20.7% 25.7% N/A
2021 N/A -15.1% 40.3% N/A
2020 N/A -32.9% 1.5% N/A
2019 N/A -42.4% 14.7% N/A

Total Return Ranking - Trailing

Period FLCBX Return Category Return Low Category Return High Rank in Category (%)
YTD N/A -9.4% 23.9% N/A
1 Yr -14.8% -40.3% 17.6% N/A
3 Yr 3.6%* -12.1% 20.4% N/A
5 Yr 6.6%* -16.2% 11.5% N/A
10 Yr 5.7%* -4.4% 14.9% N/A

* Annualized

Total Return Ranking - Calendar

Period FLCBX Return Category Return Low Category Return High Rank in Category (%)
2023 N/A -44.3% 7.9% N/A
2022 N/A -8.7% 25.7% N/A
2021 N/A -4.9% 40.3% N/A
2020 N/A -32.9% 2.7% N/A
2019 N/A -42.4% 17.2% N/A

FLCBX - Holdings

Concentration Analysis

FLCBX Category Low Category High FLCBX % Rank
Net Assets 3.38 B 1.77 M 105 B N/A
Number of Holdings 108 5 3267 N/A
Net Assets in Top 10 1.34 B 1.59 M 7.5 B N/A
Weighting of Top 10 39.36% 5.1% 98.8% N/A

Top 10 Holdings

  1. LyondellBasell Industries NV 8.06%
  2. Service Corp International 6.53%
  3. Boston Scientific Corp 5.15%
  4. WestRock Co A 3.05%
  5. NXP Semiconductors NV 3.01%
  6. Delta Air Lines Inc 2.93%
  7. Bank of America Corporation 2.93%
  8. General Motors Co 2.77%
  9. Tenet Healthcare Corp 2.65%
  10. Ford Motor Co 2.27%

Asset Allocation

Weighting Return Low Return High FLCBX % Rank
Stocks 		96.66% 24.97% 103.09% N/A
Cash 		2.50% -3.09% 40.74% N/A
Bonds 		0.56% 0.00% 34.31% N/A
Preferred Stocks 		0.26% 0.00% 9.10% N/A
Other 		0.00% -8.66% 3.09% N/A
Convertible Bonds 		0.00% 0.00% 0.36% N/A

Stock Sector Breakdown

Weighting Return Low Return High FLCBX % Rank
Consumer Cyclical 		22.78% 0.00% 35.24% N/A
Healthcare 		16.77% 0.00% 45.49% N/A
Industrials 		12.09% 0.00% 46.61% N/A
Financial Services 		10.85% 0.00% 52.69% N/A
Basic Materials 		9.73% -0.25% 18.13% N/A
Technology 		8.66% 0.11% 35.89% N/A
Energy 		6.59% -0.82% 14.35% N/A
Communication Services 		3.60% -0.05% 25.65% N/A
Consumer Defense 		3.26% -1.17% 15.66% N/A
Utilities 		1.24% -0.50% 28.42% N/A
Real Estate 		1.11% -0.49% 12.91% N/A

Stock Geographic Breakdown

Weighting Return Low Return High FLCBX % Rank
US 		91.15% 14.28% 100.30% N/A
Non US 		5.51% 0.00% 50.86% N/A

Bond Sector Breakdown

Weighting Return Low Return High FLCBX % Rank
Cash & Equivalents 		2.50% -0.58% 40.75% N/A
Corporate 		0.83% 0.00% 34.31% N/A
Derivative 		0.00% -0.03% 0.00% N/A
Securitized 		0.00% 0.00% 3.68% N/A
Municipal 		0.00% 0.00% 12.70% N/A
Government 		0.00% 0.00% 30.07% N/A

Bond Geographic Breakdown

Weighting Return Low Return High FLCBX % Rank
US 		0.56% 0.00% 31.20% N/A
Non US 		0.00% 0.00% 12.70% N/A

FLCBX - Expenses

Operational Fees

FLCBX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Expense Ratio 1.86% 0.03% 6.27% N/A
Management Fee 0.60% 0.00% 2.00% N/A
12b-1 Fee 1.00% 0.00% 1.00% N/A
Administrative Fee N/A 0.01% 0.35% N/A

Sales Fees

FLCBX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Front Load N/A 0.00% 5.75% N/A
Deferred Load 5.00% 1.00% 5.00% N/A

Trading Fees

FLCBX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Max Redemption Fee N/A 0.50% 2.00% N/A

Related Fees

Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.

FLCBX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Turnover 4.00% 1.00% 196.54% N/A

FLCBX - Distributions

Dividend Yield Analysis

FLCBX Category Low Category High FLCBX % Rank
Dividend Yield 0.00% 0.00% 0.05% N/A

Dividend Distribution Analysis

FLCBX Category Low Category High Category Mod
Dividend Distribution Frequency None Annually Quarterly Annually

Net Income Ratio Analysis

FLCBX Category Low Category High FLCBX % Rank
Net Income Ratio -0.26% -4.72% 2.61% N/A

Capital Gain Distribution Analysis

FLCBX Category Low Category High Capital Mode
Capital Gain Distribution Frequency Semi-Annually Annually Annually Annually

Distributions History

View More +

FLCBX - Fund Manager Analysis

Managers

Thomas T. Soviero

Start Date

Tenure

Tenure Rank

Jul 15, 2003

12.89

12.9%

Soviero is vice president and manager of Fidelity Investments. Since joining Fidelity Investments in 1989, he has worked as a research analyst, manager and director of high yield research. Soviero holds the Chartered Financial Analyst designation.

Tenure Analysis

Category Low Category High Category Average Category Mode
0.17 20.18 7.71 2.48

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