FEQIX Mutual Fund

FEQIX Mutual Fund (Fidelity Equity Income Fund) is managed by Fidelity Investments (US) with $5.33B in net assets. FEQIX expense ratio is 0.52%, holding 124 positions across sectors including Information Technology, Materials, Energy. Inception date: 1966-05-16.

FEQIX performance shows a YTD return of 12.69%. The 1-year return is 23.15% and the 5-year return is 11.20%. FEQIX dividend yield stands at 4.42%, paid quarterly.

FEQIX top holdings include Linde Plc Ordinary Shares (2.0%), Bank Of America Corp. (1.8%), Chubb Ltd. (1.5%), Microsoft Corp (1.3%), GE Vernova Inc. CDR (CAD Hedged) (1.1%). Go to all FEQIX holdings, FEQIX sectors, or FEQIX dividends.

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