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Fidelity® Equity-Income FEQIX

Analyst rating as of
NAV / 1-Day Return
67.93  /  0.28 %
Total Assets
7.0 Bil
Adj. Expense Ratio
0.570%
Expense Ratio
0.570%
Fee Level
Below Average
Longest Manager Tenure
11.07 years
Category
Large Value
Investment Style
Large Value
Min. Initial Investment
0
Status
Open
TTM Yield
1.64%
Turnover
27%

Morningstar’s Fund Analysis FEQIX

Will FEQIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

This risk-conscious, mega-cap-focused value strategy has a lot to offer.

Summary

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The analytical rigor of Fidelity Equity-Income’s seasoned portfolio manager is an advantage and earns an upgrade of the strategy’s Morningstar Analyst Rating to Silver from Bronze.

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