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Morningstar

Fidelity Disciplined Equity K FDEKX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 63.41  /  −0.38 %
  • Total Assets 1.9 Bil
  • Adj. Expense Ratio
    0.370%
  • Expense Ratio 0.370%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.38%
  • Turnover 36%

USD | NAV as of May 01, 2024 | 1-Day Return as of May 01, 2024, 10:14 PM GMT+0

Morningstar’s Analysis FDEKX

Will FDEKX 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 FDEKX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FDEKX 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 FDEKX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Fidelity Disciplined Equity K’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FDEKX

More FDEKX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 40.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

9.04 178.7 Mil
Technology

NVIDIA Corp

6.76 133.5 Mil
Technology

Amazon.com Inc

4.75 93.8 Mil
Consumer Cyclical

Meta Platforms Inc Class A

3.87 76.5 Mil
Communication Services

Apple Inc

3.71 73.3 Mil
Technology

Eli Lilly and Co

2.87 56.6 Mil
Healthcare

Alphabet Inc Class A

2.72 53.7 Mil
Communication Services

Alphabet Inc Class C

2.41 47.6 Mil
Communication Services

JPMorgan Chase & Co

2.16 42.6 Mil
Financial Services

UnitedHealth Group Inc

1.98 39.1 Mil
Healthcare