4 / 5 Stars
5 5 2 4 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
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 22.87 percent over the past year, 13.92 percent over the past three years, 26.23 percent over the past five years, and 10.35 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.9%|
|3 Years (Annualized)||13.9%|
|5 Years (Annualized)||26.2%|
|10 Years (Annualized)||10.4%|
The investment seeks capital appreciation. The fund normally invests at least 80% of assets in stocks. It invests primarily in common stocks of leveraged companies (companies that issue lower-quality debt and other companies with leveraged capital structures). The fund potentially invests in lower-quality debt securities and invests in domestic and foreign issuers. It invests in either "growth" stocks or "value" stocks or both. The fund uses fundamental analysis of each issuer's financial condition and industry position and market and economic conditions to select investments.
Fees are Below Average compared to funds in the same category.
Fidelity Leveraged Company Stock Fund has an expense ratio of 0.68 percent.
Risk is High compared to funds in the same category according to Morningstar.