Morningstar

Fidelity Disciplined Equity Fund - Class K FDEKX

Morningstar Medalist Rating
Medalist Rating as of | See Fidelity Investment Hub
  • NAV / 1-Day Return 81.32  /  +1.49 %
  • Total Assets 2.4B
  • Adj. Expense Ratio
    0.590%
  • Expense Ratio 0.590%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Large
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 53%

USD | NAV as of Jul 22, 2026 | 1-Day Return as of Jul 22, 2026, 12:11 AM GMT+0

Morningstar’s Analysis FDEKX

Will FDEKX outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Fidelity Disciplined Equity K holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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 41.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

9.90 236M
Technology

Amazon.com Inc

5.23 125M
Consumer Cyclical

Alphabet Inc Class A

4.42 105M
Communication Services

Microsoft Corp

3.93 93M
Technology

Broadcom Inc

3.80 90M
Technology

Alphabet Inc Class C

3.71 88M
Communication Services

Meta Platforms Inc Class A

3.13 74M
Communication Services

Western Digital Corp

2.47 59M
Technology

Apple Inc

2.46 58M
Technology

Eli Lilly and Co

2.41 57M
Healthcare

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