2 / 5 Stars
5 4 2 4 5
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#79 in Mid-Cap Blend
U.S. News evaluated 140 Mid-Cap Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 23.44 percent over the past year, 14.36 percent over the past three years, 26.33 percent over the past five years, and 10.51 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.8%|
|3 Years (Annualized)||14.4%|
|5 Years (Annualized)||26.3%|
|10 Years (Annualized)||10.5%|
The investment seeks capital appreciation. The fund normally invests at least 80% of assets in stocks. It normally invests primarily in common stocks of leveraged companies (companies that issue lower-quality debt and other companies with leveraged capital structures). The fund may also invest in lower-quality debt securities. It may invest in domestic and foreign issuers. The fund invests in either "growth" stocks or "value" stocks or both.
Fees are High compared to funds in the same category.
Fidelity Advisor® Leveraged Company Stock Fund has an expense ratio of 1.10 percent.
Risk is High compared to funds in the same category according to Morningstar.