Fidelity Equity Income Fund Quote
| FEIKX Fund | USD 76.62 0.29 0.38% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Fidelity Equity-income is trading at 76.62 as of the 31st of January 2025; that is 0.38 percent decrease since the beginning of the trading day. The fund's open price was 76.91. Fidelity Equity-income has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 3rd of September 2024 and ending today, the 31st of January 2025. Click here to learn more.
The fund normally invests at least 80 percent of assets in equity securities. It primarily invests income-producing equity securities, which tends to lead to investments in large cap value stocks. The fund invests in domestic and foreign issuers. It potentially invests in other types of equity securities and debt securities, including lower-quality debt securities.. More on Fidelity Equity Income Fund
Moving against Fidelity Mutual Fund
Fidelity Mutual Fund Highlights
| Fund Concentration | Fidelity Investments Funds, Large Value Funds, Large Value, Fidelity Investments (View all Sectors) |
| Update Date | 31st of December 2024 |
Fidelity Equity Income Fund [FEIKX] is traded in USA and was established 31st of January 2025. Fidelity Equity-income is listed under Fidelity Investments category by Fama And French industry classification. The fund is listed under Large Value category and is part of Fidelity Investments family. This fund currently has accumulated 6.45 B in assets under management (AUM) with no minimum investment requirementsFidelity Equity Income is currently producing year-to-date (YTD) return of 4.57% with the current yeild of 0.02%, while the total return for the last 3 years was 9.35%.
Check Fidelity Equity-income Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Fidelity Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Fidelity Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Fidelity Equity Income Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Fidelity Equity Income Fund Mutual Fund Constituents
| NEE | Nextera Energy | Stock | Utilities | |
| VZ | Verizon Communications | Stock | Communication Services | |
| WMT | Walmart | Stock | Consumer Staples | |
| XOM | Exxon Mobil Corp | Stock | Energy | |
| BX | Blackstone Group | Stock | Financials | |
| EXC | Exelon | Stock | Utilities | |
| AMGN | Amgen Inc | Stock | Health Care | |
| AAPL | Apple Inc | Stock | Information Technology |
Fidelity Equity Income Risk Profiles
| Mean Deviation | 0.4853 | |||
| Standard Deviation | 0.7034 | |||
| Variance | 0.4947 | |||
| Risk Adjusted Performance | (0.05) |
Fidelity Equity-income Against Markets
Other Information on Investing in Fidelity Mutual Fund
Fidelity Equity-income financial ratios help investors to determine whether Fidelity Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Fidelity with respect to the benefits of owning Fidelity Equity-income security.
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