Fidelity Equity Dividend Fund Quote
| FEQTX Fund | USD 29.13 0.12 0.41% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Fidelity Equity is trading at 29.13 as of the 31st of January 2025; that is 0.41 percent increase since the beginning of the trading day. The fund's open price was 29.01. Fidelity Equity 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 normally invests primarily in income-producing equity securities that pay current dividends and show potential for capital appreciation, which tends to lead to investments in large cap value stocks. More on Fidelity Equity Dividend
Moving against FIDELITY Mutual Fund
FIDELITY Mutual Fund Highlights
| Thematic Idea | Large Blend Funds (View all Themes) |
| Fund Concentration | Fidelity Investments Funds, Large Value Funds, Large Blend Funds, Large Value, Fidelity Investments (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 28th of January 2023 |
| Fiscal Year End | November |
Fidelity Equity Dividend [FEQTX] is traded in USA and was established 31st of January 2025. Fidelity Equity 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. The entity is thematically classified as Large Blend Funds. This fund currently has accumulated 5.81 B in assets under management (AUM) with no minimum investment requirementsFidelity Equity Dividend is currently producing year-to-date (YTD) return of 2.95% with the current yeild of 0.02%, while the total return for the last 3 years was 8.44%.
Check Fidelity Equity 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 Dividend 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 Dividend Mutual Fund Constituents
| BAC | Bank of America | Stock | Financials | |
| USB | US Bancorp | Stock | Financials | |
| MDT | Medtronic PLC | Stock | Health Care | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| TRV | The Travelers Companies | Stock | Financials | |
| STT | State Street Corp | Stock | Financials | |
| PM | Philip Morris International | Stock | Consumer Staples |
Fidelity Equity Dividend Risk Profiles
| Mean Deviation | 0.6071 | |||
| Standard Deviation | 0.9581 | |||
| Variance | 0.918 | |||
| Risk Adjusted Performance | (0.07) |
Fidelity Equity Against Markets
Other Information on Investing in FIDELITY Mutual Fund
Fidelity Equity 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 security.
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