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A 'stellar' performance, so why such poor returns?
The Fidelity Leveraged Company Stock (FLVCX) fund has a "stellar" long term performance yet the typical investor's only managing to get a return of less than five percent, according to Morningstar research. The reason? Investors just aren't using it wisely.
Shannon Zimmerman, Associate Director of Fund Analysis at Morningstar, says the fund ranks as one of the mid-cap blend category's out-performers with a gain of nearly 38 percent in the trailing 12-month period through to November 2013. He says the typical disappointing returns are the result of ill-timed purchases and redemptions. He looks at the fund's performance and analyses just where investors are going wrong.
01:50 minutes
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