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Fidelity Hedged Equity FEQHX

  • NAV / 1-Day Return 11.99  /  +0.50 %
  • Total Assets 234.1 Mil
  • Adj. Expense Ratio
    0.560%
  • Expense Ratio 0.560%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Options Trading
  • Alt Style Correlation / Relative Volatility
  • Min. Initial Investment
  • Status Open
  • TTM Yield 0.68%
  • Turnover 38%

USD | NAV as of Jun 01, 2024 | 1-Day Return as of Jun 01, 2024, 4:34 AM GMT+0

Morningstar’s Analysis FEQHX

There is no Morningstar’s Analysis data available.

Portfolio Holdings FEQHX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 34.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.81 15.9 Mil
Technology

Apple Inc

5.83 13.6 Mil
Technology

NVIDIA Corp

5.04 11.8 Mil
Technology

Alphabet Inc Class A

4.19 9.8 Mil
Communication Services

Amazon.com Inc

3.73 8.7 Mil
Consumer Cyclical

Meta Platforms Inc Class A

2.25 5.3 Mil
Communication Services

Berkshire Hathaway Inc Class B

1.95 4.6 Mil
Financial Services

JPMorgan Chase & Co

1.54 3.6 Mil
Financial Services

Eli Lilly and Co

1.51 3.5 Mil
Healthcare

Broadcom Inc

1.46 3.4 Mil
Technology