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Morningstar

Fidelity® Equity Dividend Income FEQTX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 26.88  /  0.15 %
  • Total Assets 5.7 Bil
  • Adj. Expense Ratio
    0.580%
  • Expense Ratio 0.580%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 2.22%
  • Turnover 47%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis FEQTX

Will FEQTX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FEQTX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the FEQTX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of FEQTX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Stands out for its relatively high yield, but not much else.

Strategist

Summary

| by Robby Greengold

Fidelity Equity Dividend Income, a strategy that includes Fidelity Advisor Equity Income, does not stand out among yield-oriented funds. It receives a Morningstar Analyst Rating of Neutral.

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