Morningstar

Fidelity Disciplined Equity Fund - Class K FDEKX

Morningstar Medalist Rating
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Medalist Rating as of See Fidelity Investment Hub
  • NAV / 1-Day Return $78.43  /  +0.72 %
  • Fund Size $2.3B
  • Adjusted Expense Ratio 0.590%
  • Net Expense Ratio 0.590%
  • Fee Level: Distribution Average
  • Share Class Type Retirement, Large
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 53%
NAV and 1-Day Return as of

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 41.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

10.36 239M
Technology

Microsoft Corp

5.45 126M
Technology

Amazon.com Inc

5.15 119M
Consumer Cyclical

Alphabet Inc Class A

3.99 92M
Communication Services

Alphabet Inc Class C

3.33 77M
Communication Services

Broadcom Inc

3.20 74M
Technology

Eli Lilly and Co

2.61 60M
Healthcare

Apple Inc

2.57 59M
Technology

Meta Platforms Inc Class A

2.51 58M
Communication Services

GE Aerospace

2.40 55M
Industrials

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