FEQHX Mutual Fund

FEQHX Mutual Fund

NAV$16.28
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Fund Essentials - as of Jan 31, 2026

Net Assets
-
Expense Ratio
0.55%
Dividend Yield (Current)
1.05%
Holdings
431
Inception Date
Sep 1, 2022
Fund Family
Fidelity Investments (US)
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly

Performance

YTD+7.62%
1 Year+14.21%
3 Year+14.90%

Asset Allocation

Stocks: 94.45%
Bonds: 0.02%
Cash: 0.16%
Other: 5.38%
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Top Holdings

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TickerNameWeight
NVDANvidia Corp.7.45%
AAPLApple, Inc6.15%
GOOGLAlphabet Inc Common Stock USD 0.0015.26%
MSFTMicrosoft Corp5.22%
AMZNAmazon.Com Inc3.97%
Top 10 Concentration: 40.43%Report Date: Jan 31, 2026
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Dividend Summary

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Dividend Yield (Current)
1.05%
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). FEQHX expense ratio is 0.55%, holding 431 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2022-09-01.

FEQHX performance shows a YTD return of 7.62%. The 1-year return is 14.21%. FEQHX dividend yield stands at 1.05%, paid monthly.

FEQHX top holdings include Nvidia Corp. (7.5%), Apple, Inc (6.2%), Alphabet Inc Common Stock USD 0.001 (5.3%), Microsoft Corp (5.2%), Amazon.Com Inc (4.0%). 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.