FEQHX Mutual Fund

FEQHX Mutual Fund

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Fund Essentials - as of Aug 31, 2026

Net Assets
$279M
Expense Ratio
0.55%
Dividend Yield (Current)
2.09%
Holdings
468
Inception Date
Sep 1, 2022
Fund Family
Fidelity Investments (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly

Performance

YTD+7.31%
1 Year+6.20%
3 Year+18.09%

Asset Allocation

Stocks: 97.22%
Cash: 0.04%
Other: 2.74%
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Top Holdings

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TickerNameWeight
NVDANVIDIA Corp7.75%
AAPLApple Inc6.80%
MSFTMicrosoft Corp5.71%
GOOGLAlphabet Inc,class A5.29%
AMZNAmazon.com Inc3.82%
Top 10 Concentration: 39.05%Report Date: Aug 31, 2026
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Dividend Summary

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Dividend Yield (Current)
2.09%
Frequency
Monthly

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

FEQHX Mutual Fund Overview

FEQHX Mutual Fund (Fidelity Advisor Hedged Equity Fund) is managed by Fidelity Investments (US) with $279.3M in net assets. FEQHX expense ratio is 0.55%, holding 468 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2022-09-01.

FEQHX performance shows a YTD return of 7.31%. The 1-year return is 6.20%. FEQHX dividend yield stands at 2.09%, paid monthly.

FEQHX top holdings include NVIDIA Corp (7.8%), Apple Inc (6.8%), Microsoft Corp (5.7%), Alphabet Inc,class A (5.3%), Amazon.com Inc (3.8%). Go to all FEQHX holdings, FEQHX sectors, or FEQHX dividends.

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