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Morningstar

Fidelity Disciplined Equity FDEQX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 64.07  /  +1.01 %
  • Total Assets 1.9 Bil
  • Adj. Expense Ratio
    0.460%
  • Expense Ratio 0.460%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.31%
  • Turnover 36%

USD | NAV as of May 02, 2024 | 1-Day Return as of May 02, 2024, 10:19 PM GMT+0

Morningstar’s Analysis FDEQX

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

  • People Pillar

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

Fidelity Disciplined Equity’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 cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings FDEQX

More FDEQX 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