Fidelity Equity Income Fund Manager Performance Evaluation
| FEQIX Fund | USD 87.22 0.53 0.61% |
The fund shows a Beta (market volatility) of 0.68, which means possible diversification benefits within a given portfolio. As returns on the market increase, Fidelity Equity-income's returns are expected to increase less than the market. However, during the bear market, the loss of holding Fidelity Equity-income is expected to be smaller as well.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Fidelity Equity Income Fund are ranked lower than 21 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Fidelity Equity-income may actually be approaching a critical reversion point that can send shares even higher in March 2026.
...more| Expense Ratio Date | 1st of April 2025 | |
| Expense Ratio | 0.5300 |
Fidelity |
Fidelity Equity-income Relative Risk vs. Return Landscape
If you would invest 7,797 in Fidelity Equity Income Fund on November 5, 2025 and sell it today you would earn a total of 925.00 from holding Fidelity Equity Income Fund or generate 11.86% return on investment over 90 days. Fidelity Equity Income Fund is currently producing 0.1895% returns and takes up 0.7106% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Fidelity, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Fidelity Equity-income Current Valuation
Undervalued
Today
Please note that Fidelity Equity-income's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Fidelity Equity Income shows a prevailing Real Value of $93.61 per share. The current price of the fund is $87.22. We determine the value of Fidelity Equity Income from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Fidelity Equity-income is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Fidelity Mutual Fund. However, Fidelity Equity-income's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 87.22 | Real 93.61 | Hype 87.22 | Naive 87.79 |
The intrinsic value of Fidelity Equity-income's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Fidelity Equity-income's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Fidelity Equity Income Fund helps investors to forecast how Fidelity mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Fidelity Equity-income more accurately as focusing exclusively on Fidelity Equity-income's fundamentals will not take into account other important factors: Fidelity Equity-income Target Price Odds to finish over Current Price
The tendency of Fidelity Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 87.22 | 90 days | 87.22 | nearly 4.61 |
Based on a normal probability distribution, the odds of Fidelity Equity-income to move above the current price in 90 days from now is nearly 4.61 (This Fidelity Equity Income Fund probability density function shows the probability of Fidelity Mutual Fund to fall within a particular range of prices over 90 days) .
Fidelity Equity-income Price Density |
| Price |
Predictive Modules for Fidelity Equity-income
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Fidelity Equity Income. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Fidelity Equity-income Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Fidelity Equity-income is not an exception. The market had few large corrections towards the Fidelity Equity-income's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Fidelity Equity Income Fund, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Fidelity Equity-income within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.12 | |
β | Beta against Dow Jones | 0.68 | |
σ | Overall volatility | 3.23 | |
Ir | Information ratio | 0.15 |
Fidelity Equity-income Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Fidelity Equity-income for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Fidelity Equity Income can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund retains 98.69% of its assets under management (AUM) in equities |
Fidelity Equity-income Fundamentals Growth
Fidelity Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Fidelity Equity-income, and Fidelity Equity-income fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Fidelity Mutual Fund performance.
| Price To Earning | 15.68 X | |||
| Price To Book | 1.80 X | |||
| Price To Sales | 1.52 X | |||
| Total Asset | 9.66 B | |||
About Fidelity Equity-income Performance
Evaluating Fidelity Equity-income's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Fidelity Equity-income has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Fidelity Equity-income has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
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.Things to note about Fidelity Equity Income performance evaluation
Checking the ongoing alerts about Fidelity Equity-income for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Fidelity Equity Income help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains 98.69% of its assets under management (AUM) in equities |
- Analyzing Fidelity Equity-income's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Fidelity Equity-income's stock is overvalued or undervalued compared to its peers.
- Examining Fidelity Equity-income's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Fidelity Equity-income's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fidelity Equity-income's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Fidelity Equity-income's mutual fund. These opinions can provide insight into Fidelity Equity-income's potential for growth and whether the stock is currently undervalued or overvalued.
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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