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.
Fidelity® Equity Dividend Income FEQTX
NAV / 1-Day Return
27.96
/
1.23
%
Total Assets
5.8 Bil
Adj. Expense Ratio
0.580%
Expense Ratio
0.580%
Fee Level
Below Average
Longest Manager Tenure
5.35
years
Category
Large Value
Investment Style
Large ValueMin. Initial Investment
0
Status
Open
TTM Yield
2.06%
Turnover
47%
Morningstar’s Fund 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.
