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 10.44%. FDEQX dividend yield stands at 7.25%, paid annually.

FDEQX top holdings include Nvidia Corp. (9.7%), Amazon.Com Inc (5.1%), Alphabet Inc Common Stock USD 0.001 (4.7%), Microsoft Corp (4.4%), Alphabet Inc. C (3.9%). 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.