FDEQX Mutual Fund

FDEQX Mutual Fund (Fidelity Disciplined Equity Fund) is managed by Fidelity Investments (US) with $1.19B in net assets. FDEQX expense ratio is 0.66%, holding 117 positions across sectors including Information Technology, Industrials, Communication Services. Inception date: 1988-12-28.

FDEQX performance shows a YTD return of 10.33%. The 1-year return is 16.04% and the 5-year return is 11.06%. FDEQX dividend yield stands at 7.21%, paid annually.

FDEQX top holdings include Nvidia Corp (9.3%), Amazon.Com Inc (4.6%), Alphabet Inc,class A (4.1%), Alphabet Inc (3.4%), Broadcom Inc (3.4%). Go to all FDEQX holdings, FDEQX sectors, or FDEQX dividends.

FDEQX can be compared against other funds. Use FDEQX overlap to find shared positions, or FDEQX vs another fund for a side-by-side view. FDEQX alternatives are available via the screener, along with tax-loss harvesting opportunities.